Exinity
Hiring now
Bengaluru, Karnataka, IndiaFull-timePosted 2 months ago
Exinity
ApplyIn the fast-growing economies of the world, there's a new generation of ambitious younger people eager to gain financial independence and we’re here to make this potential a reality by empowering them with the Freedom to Succeed.
We empower them with guidance, tools, and easy market access so they can trade and invest with confidence. We aim to make our clients their own wealth manager: empowered to create investment strategies and make investment decisions effortlessly, in their own time, on their own terms, in their own way.
Founded in 1998 to offer online trading for retail clients, the Exinity Group is now over 25 years old and has provided leveraged trading to over 2 million customers through our global power brands, including FXTM and Nemo, giving them access to equity, commodity and FX markets across the Middle East, Asia, and Africa.
Exinity is an energetic and diverse company with central offices in the UAE, Cyprus and the UK, plus a number of smaller hubs globally. We’re always looking for talented individuals to join us. ‘Freedom to Succeed’ is not just a promise we make to our clients and partners, but to our people too. We’ll help you develop a range of skills, take on early responsibility, and enjoy a rewarding and fulfilling career with a fast-growing, dynamic company.
We are seeking a commercially driven, client-focused Relationship Manager to convert qualified leads into active, engaged clients and grow an assigned portfolio through a value-based relationship approach. The role focuses on client activation, deposits, trading activity, retention, reactivation and sustainable revenue growth, while ensuring a high standard of client service and adherence to approved commercial, compliance and security requirements. Qualified leads are generated through Marketing and Partnerships, with the Relationship Manager responsible for maximising the value of those opportunities and existing client relationships. You will work within a culturally diverse team and collaborate closely with Customer Service, Customer Operations, Payments, Product, Compliance and other relevant functions. Fluency in English and Malayalam is required.
Key Responsibilities
1. Lead Conversion & Client Activation
Manage qualified leads allocated by Marketing and Partnerships, making timely contact in line with agreed service levels and conversion expectations.
Understand prospective clients’ needs, experience, and objectives through consultative conversations and guide them through the onboarding and initial funding journey.
Address routine objections and conversion blockers, coordinating with relevant teams where additional support is required.
Meet agreed individual activation, funding, and conversion targets while maintaining a client-first approach.
2. Client Relationship Management & Lifecycle
Build professional, trusted relationships with assigned clients through regular, personalised engagement across approved voice, social, and digital channels.
Understand clients’ trading needs and objectives, keep them informed of relevant product or service developments, and ensure a consistently high level of relationship support.
Identify inactive or at-risk clients, understand potential reasons for disengagement, and support appropriate retention or reactivation activity.
Listen to client feedback, needs and concerns and coordinate timely resolution of issues or complaints with the relevant internal teams.
3. Revenue Growth & Commercial Performance
Meet and exceed individual KPIs covering revenue, deposits, conversion, activity, and other agreed commercial measures.
Identify opportunities to grow client value through appropriate product education, account engagement and value-based upselling or cross-selling within approved commercial parameters.
Explain relevant promotions, account benefits and commercial offerings clearly, escalating requests or exceptions outside delegated authority.
Use available CRM data, reports, action items, and business insights to prioritise activity and improve portfolio outcomes.
4. Market Knowledge, Client Needs & Operational Discipline
Maintain strong working knowledge of FX/CFD products, trading terminology, account types and the company’s offering, and continuously develop understanding of financial markets.
Stay informed on material economic indicators, central-bank decisions and market events, translating relevant information into clear, client-appropriate explanations within approved regulatory and company frameworks.
Maintain accurate and complete CRM records and provide individual performance updates or reports when required.
Adhere to all applicable compliance, security, conduct and client-communication requirements, escalating potential risks, customer issues and commercial exceptions appropriately.
Essential:
Education & Experience
3–4 years of relevant experience in relationship management, sales or client-facing commercial roles, preferably within a CFD/FX brokerage or closely related financial-services environment.
Fluency in English and Malayalam, both spoken and written.
Demonstrated ability to manage client relationships, convert opportunities and deliver against individual commercial KPIs such as revenue, deposits, activation or trading activity.
Technical Skills
Strong working knowledge of FX/CFD markets, currency pairs, trading concepts, and the factors that influence market activity.
Confident use of CRM systems, sales reporting tools, and MS Office, with the ability to maintain accurate client and performance data.
Ability to interpret client and performance information, identify opportunities and use data to prioritise relationship activity.
Core Skills & Behaviours
trong consultative selling and relationship-building skills, with a value-based approach to client growth, retention and service.
Excellent verbal and written communication skills, with the ability to explain information clearly and adapt style across different clients and cultures.
Commercially aware and target-driven, while maintaining sound judgement and operating within regulatory, compliance and conduct requirements.
Strong problem-solving, prioritisation and organisational skills, with the ability to manage multiple client needs in a fast-paced environment.
Proactive, self-motivated, and collaborative, with a continuous-learning mindset and willingness to take ownership of outcomes.
Desirable:
University degree or equivalent in Business, Finance, Economics or related field.
Previous experience covering the relevant language market or client segment within a CFD/FX brokerage.
Knowledge of trading platforms such as MetaTrader or comparable client trading platforms.
Additional language capability relevant to the company’s client markets.
Exinity is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, color, nationality, ethnic or national origin, religion or belief, disability or age.