Retention Specialist
ISA Bullion UAE · Dubai, Dubai, United Arab Emirates
Tailor my CV for this job — freeISA Bullion is looking for a results-driven Retention Specialist to strengthen client relationships, drive revenue growth, and develop new business opportunities within the precious metals industry.We are seeking a proactive professional with strong relationship management and sales experience who can engage existing clients, reactivate dormant accounts, and build lasting partnerships.Responsibilities1. Core Retention & Revenue (Existing Clients)Grow AUM across the existing client base.Increase order frequency, moving one-off buyers to regular buying.Cross-sell silver to gold-only clients.Run monthly portfolio check-ins with key clients.Own client escalations end to end until resolved.2. Client Engagement & Relationship BuildingBuild personal relationships with top clients through calls, WhatsApp and meetings.Win back dormant clients with a clear reason to return.Mark key occasions for top clients.3. Referrals, Partnerships & New BusinessAsk every satisfied client for referrals and track each one by name.Manage referral and introducer partners: onboarding, monthly check-ins and payout follow-up.Pitch community leaders, associations and business groups.Identify and build new partnerships that bring in qualified clients.4. Field Sales & MeetingsConduct 8–10 face-to-face meetings per week.Balance meetings across top clients, warm leads and partners.5. BTL Activities & EventsPitch ISA Bullion to communities and groups.Run mall activations and stalls at community events, school fairs, trade shows and gold expos.Host a monthly or quarterly "Gold Outlook" client session for 20–30 guests.Run webinars for clients who cannot attend in person.Cover two weekend days per month for events or community stalls.6. Feedback & InsightRun customer and user survey calls and log responses in one shared sheet.Share recurring client feedback, requests and lost-deal reasons with the team.7. Content & Social ProofCollect client testimonials, written and video, with consent.Drive Google reviews from satisfied clients.Pass real client questions to marketing for FAQ, blog and video topics.Share market updates through a client WhatsApp broadcast list.8. Admin & CRMKeep HubSpot up to date: every call, meeting and deal stage logged.How success is measuredAUM growth from existing clientsOrder frequency per active clientDormant clients reactivated per monthReferrals generated and convertedGold to silver conversionsNew funded accounts from eventsFace to face meetings per weekClient churnRequirementsMinimum 5 years in B2C sales, client retention or relationship managementExperience in bullion, precious metals, wealth management, banking, insurance or investment productsConfident on the phone, with a proven record of meeting or exceeding sales targetsProfessional fluency in English. Arabic is an advantage.Based in the UAE with a valid residence visa (preferred)Available for external client meetings and weekend eventsA valid UAE driving licence is an advantageSalary range between 7-9KArabic speaker is an advantage