Relationship Manager

Exinity; United Arab Emirates; On-site; AED 223,000 - 391,000; Full time

Job summary

Exinity in the United Arab Emirates seeks a commercially driven Relationship Manager to convert qualified leads into active clients and grow an assigned portfolio through a value-based relationship approach. Fluency in English and Malayalam is required to engage diverse client segments and collaborate across teams.

You will focus on client activation, deposits, trading activity, retention and sustainable revenue growth while ensuring high standards of service, compliance and security.

Qualifications

• 3–4 years in relationship management or related sales role.
• Fluency in English and Malayalam.
• Experience in CFD/FX brokerage or related financial-services environment.
• Strong CRM and MS Office skills.
• Ability to drive KPIs such as revenue, deposits and activation.

Responsibilities

• Lead conversion and client activation by pursuing qualified leads from Marketing and Partnerships.
• Build and maintain professional relationships with assigned clients across multiple channels.
• Achieve and exceed individual KPIs related to revenue, deposits and activation.
• Maintain strong market knowledge of FX/CFD products and adhere to compliance and conduct requirements.

Skills

CRM expertise

Sales & relationship management

English & Malayalam fluency

MS Office

Data analysis

Onboarding & activation

Cross-cultural communication

Education

Business/Finance/Economics degree

Tools

CRM systems

MetaTrader (trading platform)

Job description

Job Description

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 amp 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 amp 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 amp 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 amp 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 Fluency in English and Malayalam is required

Qualifications

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.