New Business Specialist (Acquisition and Retention)

About the Position

New Business Specialist (Acquisition and Retention)

Location: Nairobi, Kenya

Company: capital.com

Employment Type: Hybrid

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Responsibilities

The New Business Specialist (Client Acquisition and Retention) is responsible for guiding prospective and newly approved clients through the critical early stages of their trading journey. Key responsibilities include:

• Managing the client journey from approved application through account funding, first trade, and early-stage engagement.
• Proactively contacting newly approved clients to welcome them and guide them through the onboarding process.
• Supporting the conversion of approved applications into funded and active accounts.
• Introducing clients to Capital.com’s platform features, trading tools, and educational resources.
• Driving early client engagement and retention through proactive outreach and personalized communication.
• Identifying clients whose onboarding has stalled and conducting appropriate re-engagement activities.
• Maintaining accurate and complete CRM records.
• Collaborating with various departments to resolve client matters and improve the onboarding experience.
• Providing feedback to support continuous process improvement.
• Supporting client engagement initiatives such as webinars and events.
• Staying updated on financial markets, competitor activity, and Capital.com’s product and service offerings.

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Requirements

• Experience: 1–2 years in client onboarding, customer success, account management, business development, sales support, or a related financial-services environment.
• Education: Bachelor’s degree or relevant qualification in Commerce, Business Management, or a related field.
• Certifications: Eligibility to be appointed and registered as a CISI member and completed CISI module one.
• Skills:
  • Good understanding of financial markets and online trading.
  • Excellent verbal and written communication skills.
  • Commercially minded and client-focused approach.
  • Comfortable conducting proactive outbound client engagement.
  • Strong organizational skills and attention to detail.
  • Ability to work in a fast-paced, regulated environment.
  • Fluent in English.

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Nice to Have

• Understanding of the Kenyan financial-services environment.
• Awareness of CMA expectations regarding fair client communication and conduct risk.
• Additional language skills.

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We Offer

• Competitive Salary: Rewarding your skills and talents with a salary that makes you feel valued and motivated.
• Work-Life Harmony: A company that genuinely cares about your well-being.
• Generous Time Off: Annual leave policy to recharge and enjoy life outside of work.
• Employee Referral Program: Get rewarded for bringing talented friends to the team.
• Comprehensive Health & Pension Benefits: Medical insurance, pension plans, and location-specific benefits.
• Workation Wonderland: 30 extra days to work remotely from anywhere in the world.
• Volunteer Days: Two additional paid days each year to support causes you care about.

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About the Company

Capital.com is a global trading and investing platform operating across regulated markets worldwide. Capital.com Kenya provides online forex and trading services to clients in Kenya, acting as a compliant counterparty and providing onboarding, execution, and client support in line with CMA requirements.