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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.