Milad Safari
Summary
Results-driven account management professional with expertise in financial markets, client relationship
management, and CRM systems. Skilled in onboarding, retention, and delivering tailored market insights,
with a proven record of exceeding KPIs, sales, and revenue targets. Recognised with multiple top sales
awards for driving portfolio growth and client engagement.
Overview
3
3
years of professional experience
Work history
Senior account manager & Financial Markets Analyst
Fortrade Ltd
Watford
03.2024 - 05.2025
- Managed and retained a portfolio of 100+ high-value clients, strengthening loyalty and long-term engagement.
- Led regular client meetings, actively listening and translating complex financial information into actionable advice, resulting in 40% increase in client trading activity.
- Surpassed revenue and sales goals by 30–40%, earning multiple awards for top sales performance while driving portfolio growth.
- Provided personalised market insights and strategic advice, empowering clients to make informed trading decisions and maximise portfolio performance.
Account Manager
Fortrade Ltd
Watford
06.2023 - 03.2024
- Made 200–400 cold calls daily, converting prospects into active accounts and consistently exceeding KPI targets.
- Achieved 120%+ of monthly KPIs, driving strong growth in client acquisition and overall account performance.
- Built and maintained strong client relationships using CRM systems, tracking interactions and delivering tailored support.
- Ensured full compliance with KYC regulations during onboarding, streamlining account activation processes and improving efficiency.
Customer service representative
Rashmian Wholesale
London
04.2022 - 05.2023
- Handled client and customer enquiries via phone and email, resolving issues efficiently while maintaining a high standard of service.
- Improved stock management processes, reducing fulfilment errors by 15–20% and ensuring accurate, timely order delivery.
- Consistently met service deadlines while working remotely, demonstrating strong organisation, time management, and self-discipline.
Education
Certificate of Higher Education - Economics, Finance & Management
Queen Mary University of London
London 09/2020 - 05/2022
GCSEs - Maths
Hatch End High School
Harrow 09/2013 - 06/2018
Skills
Client Relationship Management & Retention
Microsoft Suite
Communication & Presentation
Lead Conversion & Client Acquisition
Account Management & Portfolio Growth
CRM (Office 365, Salesforce, MT4/MT5)
KYC & Compliance (Onboarding and Verification)
Financial Market Analysis
Affiliations
- Going Gym
- Playing football & volleyball
- Travelling
Timeline
Senior account manager & Financial Markets Analyst
Fortrade Ltd
03.2024 - 05.2025
Account Manager
Fortrade Ltd
06.2023 - 03.2024
Customer service representative
Rashmian Wholesale
04.2022 - 05.2023
Certificate of Higher Education - Economics, Finance & Management
Queen Mary University of London
09/2020 - 05/2022
GCSEs - Maths
Hatch End High School
09/2013 - 06/2018
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