Giancarlo Guzzardo

In my dual role as an IB Manager and Client Relations Manager at Startrader, I bring over 5 years of experience in the financial industry to optimize affiliate networks and foster robust client relationships. My primary focus is on driving high-quality traffic for brokers through effective affiliate management while ensuring compliance with KPIs. Simultaneously, I am committed to building long-term customer loyalty by maintaining proactive communication and swiftly resolving issues.

With a background in portfolio management and investment, I tailor solutions to address both business and individual client needs, emphasizing flexibility and problem-solving to adapt to ever-evolving market conditions.

In my role as both an IB manager and Client Relations Manager, I leverage a diverse skill set to effectively manage affiliate networks and cultivate strong client relationships. My primary focus is on driving maximum traffic for brokers through affiliate management while ensuring adherence to KPIs. Simultaneously, I am dedicated to nurturing customer loyalty by maintaining open lines of communication and resolving issues promptly. My background in portfolio management and investment allows me to tailor solutions that meet both business and individual client needs, emphasizing flexibility and problem-solving to adapt to changing circumstances.

My role as Account Manager in Retention is promote the products and services mainly by phone and email.
• Train the client how to use the company platform systems and products, following the latest CySec or FCA guidelines.
• Develop strong relationship with the existing client and prospective client.
Help my portfolio of client on queries and provide feedback to clients ensuring that they receive the best level of service.
• Keep up to date with the financial market .
• Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.
• Average Deposit Monthly >100k
• Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling opportunities.
• Developed and deepened client understanding to cement profitable relationships.
• Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.

As a customer relations manager, my main task is to oversee customer relationships and build customer loyalty.
Given the responsibility of building and maintaining long-term relationships with clients, I have developed a good mix of skills over time, such as managing business, individual, and client goals. Flexibility in managing clients, especially when unexpected changes in schedules or conditions occur. Excellent communication skills to build and maintain relationships with new and existing clients. Problem solving, going the extra mile to solve problems quickly and effectively.
As well as other skills targeted to the type of service offered, which in this case involves skills in portfolio management and investment.

I joined the company in December 2021 as an Account Manager and, thanks to strong performance and client results, I was promoted to Retention Manager within a few months. In October 2022, I advanced further to the role of Floor Manager, taking responsibility for the entire European market. Throughout this progression, I managed high-value client portfolios (average deposits >100k), ensuring strict compliance with MiFID II, AML, CySEC and FCA regulations. I trained clients on trading platforms and investment products, secured profitable long-term relationships, and played a key role in mentoring colleagues on the floor to maximize retention and business growth.”

Key Achievements:

• Promoted twice in less than a year, reaching Floor Manager for Europe.
• Oversaw retention strategy for a broad client base across multiple EU markets.
• Secured and retained high-value accounts through consultative and compliant sales.
• Delivered training and support that increased client engagement and portfolio growth.

Employed, for a company regulated to operate in the European market, in supporting the activation of the potential client by informing him/her of the services and opportunities offered by the company.
My objective was to support the client in all phases of registration by taking care of the successful completion of the transaction and compliance with the European AML law and MIFIDII.