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DB Financial

Sales Agent / Portfolio Executive (Forex Industry)

Remote job · Remote · fulltime_permanent · Revenue, Business Development

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About the role

CRM
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.