Zhuozhen FU
Sydney,NSW
Summary
Customer-focused and bilingual sales professional with one year of experience in forex and CFDs. Demonstrated a strong service mindset through direct engagement with over 1,000 clients and IB partners. Proven ability to support account growth and client retention in fast-paced, KPI-driven environments.
Overview
1
1
year of professional experience
Work History
Client Relationship Manager
DLSM Forex Platform
Sydney, Nsw
04.2024 - Current
- Managed a portfolio of over 400 clients, including retail traders and high-net-worth individuals, with total deposits exceeding USD 600,000.
- Provided bilingual (English & Mandarin) support via phone, email, and chat to assist with onboarding, MT4/MT5 platform navigation, and deposit/withdrawal issues.
- Acted as a liaison between clients and internal teams (tech, compliance, payments) to resolve complex inquiries in a timely and accurate manner.
- Participated in offline promotional campaigns, seminars, and customer meetups to drive engagement and brand awareness.
- Mentored and trained over five new hires, delivering onboarding guidance and hands-on coaching on customer service workflows, CRM tools, and sales scripts.
- Worked closely with the marketing team to identify sales opportunities through customer feedback and campaign data, contributing to monthly strategy meetings.
- Assisted in managing relationships with IB (Introducing Broker) partners by providing dedicated support, coordinating payout logistics, and resolving escalated client issues.
- Consistently met or exceeded monthly KPIs, including client satisfaction scores, retention rates, and account funding targets.
Education
Bachelor of Arts - Financial Economics
University of Sydney
Sydney, NSW06-2024
Skills
- Client onboarding
- Client engagement
- Issue resolution
- Data analysis
- Problem solving
- Client needs assessment
- Sales
- Customer relationship management
Languages
English
Full Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Client Relationship Manager
DLSM Forex Platform
04.2024 - Current
Bachelor of Arts - Financial Economics
University of Sydney
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