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Windsor Brokers
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FX Sales

Job Description and Requirements
 

OVERVIEW

 

The duties of the Sales Executive are to promote the company’s products and services to potential and existing clients and to increase the company’s revenue by developing and maintaining the relationship with clients, achieving individual and team targets and goals. Provide the highest level of service by ensuring all clients are followed with in an efficient, professional and timely manner.    

 

 

SKILLS & EXPERIANCE

 

  • Minimum 2 to 3 years knowledge in Forex, CFDs and International Financial Markets.
  • Previous experience in a sales/retention related position.
  • Knowledge in MT4/5 and other trading systems.
  • Computer literate.
  • Excellent command in English language.

 

RESPONSIBILITIES

 

  • Contact Potential clients upon registrations,via phone, email and live chat
  • Promote and sell the company’s products and services.
  • Profile Clients/Potential Clients to determine level of service and client’s experience.
  • Assist clients with account opening and required documents online and offline.
  • Arrange all necessary information required of client documentations (KYC).
  • Assist clients and provide guidance on the use of the company’s products and services.
  • Follow up on clients trading accounts and financial market conditions if needed.
  • Follow up on clients queries related to funding/withdrawal requests.
  • Maintain and strengthen customer’s relationships by making the company’s identity stronger.
  • Listen to customers’ requirements and present the best possible solution to establish a new business opportunity in a timely and accurate manner.
  • Manage client’s expectations & listen to customer’s requirements and present the best possible solution in accordance with the companies best practice guidelines.
  • Update CRM database with all inbound/outbound communication with clients/potential clients.
  • Follow up with none-active clients/potential clients and updating clients about new products and features.
  • Report and assist the Team Leader and Manager for any problem arises with customer or any other issues related to the assigned duties for an effective solution.
  • Liaising with costumers, colleagues, project leaders for the purpose of improving internal and external communications and relationships.
  • Display efficiency in gathering industry/market information and keep up with competition products and services to keep highest standards of services.