Retention Desk Executive (Indian Desk)

Job description / Role

Company Description:
PioneerVision Consultant is a dynamic financial services company committed to delivering customized solutions to individuals. Our goal is to empower clients to achieve their financial aspirations with confidence. With a focus on efficiency and customer satisfaction, we provide strategic expertise and innovative services tailored to meet unique financial needs.

We are seeking a full-time Retention Desk Executive (Indian Desk) to join our team on-site in Dubai.

Key Responsibilities:
• Identify opportunities to upsell and cross-sell trading products/services to existing clients.
• Provide tailored information aligned with evolving client needs and market conditions.
• Collect and analyze client feedback on their trading experience.
• Conduct regular check-ins and proactive outreach to strengthen engagement.
• Provide training, guidance, and support to help clients maximize trading opportunities.
• Follow company risk management processes and policies.
• Identify, assess, and mitigate potential business and customer risks.
• Achieve and exceed daily, monthly, and quarterly retention, sales, and upselling targets.
• Stay updated with industry trends, platforms, and market dynamics.
• Apply insights to strengthen retention strategies and boost client satisfaction.
• Building and maintaining strong client relationships through regular communication and excellent service.
• Ensure a cohesive, strategic approach to retention and business growth.
• Understand customer needs, addressing concerns, and manage risks proactively.
• Ensure consistently high levels of satisfaction and loyalty.

Why Join Us?
• Competitive salary + Commission
• Work in a diverse, international environment.
• All leads provided – no need to bring your own book of clients.
• Excellent career growth in a fast-paced, performance-oriented culture.

Ideal Candidate Profile:
• Minimum 1 year of experience in Forex/Online Trading (sales, account management, or retention).
• Proven track record in managing high-ticket sales and achieving strong deposit volumes.
• Strong understanding of trading platforms, retention tools, and client psychology.
• Smart, proactive, and resourceful, with strong persuasion and negotiation skills.
• Target-driven, resilient, and motivated by results.

About the Company

A dynamic financial services company offering tailored solutions to help individuals and businesses achieve their financial goals with confidence and efficiency.