Yahya Mateen

Account Manager @Fortrade Ltd.

Watford, GB

Manage and support a diverse portfolio of clients, assisting them in building and monitoring their investment portfolios through Fortrade’s online CFD trading platform.Build and maintain long-term relationships by providing tailored advice on trading strategies, risk management measures such as stop loss and take profit orders, and effective use of leverage to optimize returns while managing exposure.Deliver daily market analysis and insights covering global financial markets, major economic events, and geopolitical developments, using quantitative methods and basic forecasting formulas to help clients make informed trading decisions.Educate clients on key trading concepts including swaps, margin requirements, and position sizing, ensuring they understand how to trade CFDs confidently and responsibly, dealing with stocks, commodities, Forex and indices.Address client queries promptly and handle a high volume of daily interactions while maintaining exceptional service standards.Work collaboratively with internal sales and retention teams, contributing to an average 1–5% increase in monthly client conversion and retention rates by delivering consistent, personalized support and building trust with clients.Support clients in applying effective risk management strategies to protect and grow their portfolios in volatile market conditions.