CRM Executive
About This Role
CRM Executive (Customer Transactions & Support)
📍 Dubai, United Arab Emirates | On-site
🏢 Zillionaire Markets
About Zillionaire Markets
Zillionaire Markets is a global trading platform that helps traders make smarter financial decisions through fast execution, tight spreads, and access to over 250 trading instruments . With 24/7 support and advanced trading technology , we aim to provide a transparent and efficient trading environment for traders of all experience levels.
Role Overview
Zillionaire Markets is looking for a CRM Executive to manage client deposits, withdrawals, and transaction records within our CRM system .
The ideal candidate will ensure accurate transaction tracking, smooth payment processing, and excellent client communication while coordinating closely with the finance and operations teams.
Key Responsibilities
Customer Support
- Respond to client inquiries regarding deposits and withdrawals via phone, email, or chat
- Guide clients through deposit and withdrawal procedures
- Provide updates to clients regarding transaction status
Deposit Management
- Record and update client deposit details in the CRM system
- Verify deposit confirmations and update transaction status
- Coordinate with the finance team for deposit verification
Withdrawal Processing
- Receive and verify client withdrawal requests
- Ensure withdrawals are properly recorded in the CRM system
- Coordinate with the finance department for approvals and processing
CRM Data Management
- Maintain accurate transaction records in the CRM system
- Track and update pending, approved, and completed transactions
- Ensure proper documentation and record keeping
Issue Resolution
- Handle client complaints related to payment delays or transaction issues
- Escalate unresolved cases to management or finance department
Reporting
- Prepare daily reports of deposits and withdrawals
- Maintain client transaction history records for internal tracking
Requirements
- Bachelor’s degree in Business Administration, Finance, or related field
- 1–2 years experience in customer service, finance operations, or CRM management
- Experience working with CRM systems
- Knowledge of payment processes and transaction tracking
- Strong communication and problem-solving skills
Key Skills
- CRM software management
- Transaction tracking and documentation
- Customer communication
- Attention to detail
- Coordination with finance teams
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