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Xtb

Posted 19 days ago

Junior Account ManagerXtb · Jakarta

Junior Account Manager

JakartaOn-siteFull-time

AI Summary

Acquires new clients for an online trading platform by guiding prospects through account opening, onboarding, and funding to become active traders.

About this role

XTB is a global company from the financial industry, focusing on online trading of financial instruments. We are the largest FinTech in Poland and a leader in Central and Eastern Europe, and the range of our operations covers several countries, including Asia and South America.

At XTB, we focus on the development of our employees, giving them opportunities to gain knowledge and skills in various fields, as well as offering a number of training and development programs. If you are looking for challenges and want to gain valuable experience in an international business environment, XTB is the right place for you.

We are a certified Great Place to Work company.
We are looking for a Junior Account Manager to join the Sales - New Business team at XTB Indonesia. The role will focus on acquiring new clients, guiding prospects through the account opening process, and converting new accounts into funded and active trading accounts.
Location: Jakarta, Indonesia (On-site / Full-time)

Requirements:

  • Proactively contact and follow up with new leads and prospects through phone, WhatsApp, and other communication channels.
  • Guide prospective clients through the account opening, verification, and onboarding process.
  • Build relationships with new clients and understand their needs, trading interests, and investment objectives.
  • Drive conversion from new account registration to funded account and ultimately active clients.
  • Follow up consistently with clients regarding deposits, funding, and onboarding completion.
  • Achieve individual targets related to new accounts, funded accounts, and net deposits.
  • Maintain accurate and up-to-date client and sales activity records in the relevant CRM systems.
  • Coordinate with Customer Service, Compliance, Marketing, and other teams to resolve client onboarding or account-related issues.
  • Follow XTB's internal procedures, compliance requirements, and sales guidelines.
  • Contribute to sales initiatives and campaigns aimed at increasing new client acquisition and funding.

    • Requirements:

  • Strong communication and interpersonal skills.
  • Very good command of English (both spoken and written).
  • Bachelor’s degree in Business, Marketing, or a related field
  • Sales-oriented, proactive, and target-driven mindset.
  • Comfortable making outbound calls and following up with prospects.
  • Able to build trust and maintain relationships with clients.
  • Good organizational skills and ability to manage multiple leads and follow-ups.
  • Previous experience in sales, telesales, financial services, fintech, or a similar field is preferred but not mandatory.
  • Willingness to learn about financial markets, investment products, and XTB's trading platform.

    • Nice to have:

  • Knowledge of financial products (including Stocks, and CFD markets).

    • What we offer:

    • Social and health security as per government regulations
    • Private insurance after pass probation

    Skills

    Account OnboardingCFD MarketsClient VerificationCompliance ProceduresCRM SystemsFinancial ProductsOutbound CallingSales TrackingStocksWhatsApp

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