Retention Agent (Forex/CFD) — English Native (British or American Accent)

Dubai, United Arab Emirates – Company: DB Financial (Posted: )

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.

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