Relationship Manager (Tamil speaker)

Exinity
Kuala Lumpur
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-4 yearsEducation: bachelorsSkills: ["Consultative selling","Relationship-building","Communication","Problem-solving","Prioritisation"]

Convert qualified leads into active clients and grow an assigned portfolio through a value-based relationship approach. Manage client activation, onboarding and initial funding, drive trading and deposit activity, and support retention and reactivation. Maintain trusted, personalised engagement across voice, social and digital channels, monitor KPIs, use CRM data for prioritisation, and deliver clear product education within compliance requirements.

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FursaFursa
Exinity
Exinity
2 days ago

Relationship Manager (Tamil speaker)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 2 weeks ago

Job Summary

Convert qualified leads into active clients and grow an assigned portfolio through a value-based relationship approach. Manage client activation, onboarding and initial funding, drive trading and deposit activity, and support retention and reactivation. Maintain trusted, personalised engagement across voice, social and digital channels, monitor KPIs, use CRM data for prioritisation, and deliver clear product education within compliance requirements.
Location: Kuala Lumpur
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage qualified leads from Marketing and Partnerships to drive timely contact, onboarding, initial funding, objections handling, and client activation targets.
  • •Build trusted relationships with an assigned portfolio through regular engagement, understand trading needs, and coordinate resolution of client issues or complaints.
  • •Identify inactive or at-risk clients and support retention or reactivation activities based on feedback and disengagement causes.
  • •Meet KPIs across revenue, deposits, conversion, activity, and other commercial measures; drive value-based upselling and cross-selling within approved parameters.
  • •Maintain strong market knowledge of FX/CFD products and translate market events into clear client explanations while keeping accurate CRM records and following compliance requirements.

Key Requirements

  • •3–4 years of experience in relationship management, sales or client-facing commercial roles, preferably in an FX/CFD brokerage or related financial services environment.
  • •Fluency in English and Tamil (spoken and written).
  • •Demonstrated ability to manage client relationships, convert opportunities, and deliver against commercial KPIs such as revenue, deposits, activation, or trading activity.
  • •Strong working knowledge of FX/CFD markets, currency pairs, trading concepts, and factors influencing market activity.
  • •Confident use of CRM systems, sales reporting tools, and MS Office to maintain accurate client and performance data.
Experience:3-4 years
Education:Bachelor's in Business, Finance, Economics or related field
Skills:Consultative sellingRelationship-buildingCommunicationProblem-solvingPrioritisation
Languages:EnglishTamil
Tech Stack:CRMMS OfficeMetaTrader

Company Brief

Exinity
Exinity operates online trading platforms and financial services brands, offering retail forex and CFD trading, digital trading tools, and market education to individual traders worldwide.
Industry: Trading Platforms
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
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