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crm hubspot account management fintech salesforce📋 Description
- Serve as the dedicated relationship manager for a portfolio of VIP clients with AUM or trading thresholds
- Build trusted relationships with HNWI, family offices, crypto funds, and institutional traders
- Conduct regular reviews with VIP clients to assess satisfaction and upsell opportunities
- Advocate for VIP clients across product, compliance, and operations to resolve issues promptly
- Drive trading volume growth, fee revenue, and product cross-sell (spot, derivatives, earn, OTC, Web3)
- Develop territory-specific strategies to grow Africa, Switzerland, and Pakistan; represent at conferences and events
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