IB Manager
Indexed description
Role Overview
We are looking for an IB Manager to convert qualified platform customers into active IB Partners.
The role involves identifying suitable candidates from company-assigned clients, introducing the IB Partner Program, supporting onboarding and training, and helping new partners achieve activation and long-term growth.
Key Responsibilities
- Contact and manage customers assigned by the company.
- Identify customers with the potential to become IB Partners.
- Introduce the IB Partner Program and convert suitable candidates.
- Guide new partners through onboarding, training and activation.
- Monitor partner activity, client conversion and business performance.
- Maintain accurate follow-up records in the CRM system.
- Reactivate inactive or underperforming partners.
- Ensure all partner activities follow company and compliance requirements.
- Provide regular performance and local market feedback.
Requirements
- At least two years of experience in B2C sales, client conversion, customer relationship management or another customer-facing role.
- Experience managing company-assigned leads or customer portfolios.
- Strong communication, relationship-building and objection-handling skills.
- Proven ability to convert and develop individual customers.
- Able to manage multiple customers through structured follow-up.
- Comfortable working with CRM systems and measurable monthly KPIs.
- Fluent English and local languages.
Preferred
- Experience in retail trading, fintech, online trading or financial services.
- Experience in IB, affiliate or partner development.
- Experience in customer onboarding, training, retention or activation.
- Additional regional language skills.
- Existing local trading or partner resources.
Key Success Measures
- Conversion of assigned customers into IB Partners.
- Number of newly activated IB Partners.
- Valid clients generated by managed partners.
- Partner activity and retention.
- Net deposits and trading contribution from the managed network.
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