The Role
Acquire new clients for XTB Indonesia by contacting and following up with prospects, guiding them through account opening and verification, and converting registrations into funded, active trading accounts. Maintain CRM records, meet account and deposit targets, coordinate with internal teams to resolve onboarding issues, follow compliance procedures, and support client acquisition campaigns.
Summary Generated by Built In
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.
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 Required
- Strong communication and interpersonal skills
- Very good spoken and written English
- Bachelor’s degree in Business, Marketing, or a related field
- Sales-oriented, proactive, and target-driven mindset
- Comfort making outbound calls and following up with prospects
- Ability to build trust and maintain client relationships
- Good organizational skills and ability to manage multiple leads and follow-ups
- Previous experience in sales, telesales, financial services, fintech, or a similar field
- Willingness to learn about financial markets, investment products, and XTB’s trading platform
- Knowledge of financial products, including stocks and CFD markets
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The Company
What We Do
XTB is a Poland-based online trading and investment company that provides access to thousands of CFDs on currencies, indices, commodities, stocks and ETFs, as well as real stocks, ETFs and Investment Plans. It combines proprietary financial technology, including the xStation platform, with brokerage, investing and savings services, aiming to operate as an all-in-one investment application for clients across international markets.
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