Sales Agent / Portfolio Executive (Forex Industry)

Are you a driven sales professional with a passion for financial markets? Do you thrive in a fast-paced environment and enjoy building long-term client relationships? Join our growing team and take your career to the next level in the Forex industry.

Key Responsibilities

• Contact and engage prospective clients through calls, emails, and other communication channels.
• Convert qualified leads into active trading clients.
• Build and maintain strong relationships with existing clients to increase retention and trading activity.
• Manage client portfolios and provide ongoing support throughout their trading journey.
• Identify client needs and recommend suitable trading products and services.
• Follow up with inactive clients and re-engage them.
• Meet and exceed monthly sales and revenue targets.
• Maintain accurate client records and activities within the CRM system.
• Stay up to date with market trends, company products, and industry developments.
• Ensure compliance with company policies and regulatory requirements.