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Retention Agent; Forex/CFD — English Native; British or American Accent
Job Description & How to Apply Below
Retention Agent (Forex/CFD) — English Native (British or American Accent)
Dubai, United Arab Emirates – Company: DB Financial (Posted: 03.06.2026)
Key Responsibilities- Manage a portfolio of active clients and implement retention strategies to increase engagement and activity.
- Conduct outbound calls to reactivate dormant clients and prevent churn through consultative communication.
- Support clients with platform usage, onboarding, and trading journey guidance (without providing financial advice).
- Identify churn risk signals and execute save-offers and retention campaigns within approved policies.
- Drive KPIs such as reactivation rate, churn reduction, active traders, deposit continuity, and client satisfaction.
- Maintain accurate records of all interactions in the CRM and follow internal workflows.
- Collaborate with Compliance, Dealing, KYC, and Customer Support to ensure smooth client experience.
- Escalate complaints, technical issues, or operational blockers quickly and professionally.
- Minimum 3 years’ experience in Forex/CFD retention (brokerage environment).
- Native-level English with clear British or American accent (verbal fluency is essential).
- Strong understanding of Forex/CFD products, trading terminology, and client lifecycle dynamics.
- Proven ability to handle objections, de‑escalate issues, and build long-term client trust.
- Comfortable with high‑volume calls and performance‑driven environments.
- Strong CRM discipline and reporting accuracy.
- Experience in regulated environments and familiarity with compliance boundaries (no advice, no guarantees).
- Additional languages (Arabic, Russian, French, Spanish, Italian) is a plus.
- Experience with platforms/tools like MT4/MT5, CRM systems, VoIP dialers, and ticketing tools.
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