Sales Agent / Portfolio Executive (Forex Industry)
- Role
- Sales
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No BS summary
Sales professional for Forex/CFD or financial services, focused on converting leads, managing client portfolios, and hitting revenue targets. Must communicate excellently in English and be a native Arabic speaker; CRM experience is a plus.
Core skills
Required languages
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. Previous experience in the Forex, CFD, or Financial Services industry is highly preferred. Strong sales, negotiation, and relationship-building skills. Excellent communication skills in English Native Arabic Speaker Target-driven with a proven ability to achieve sales goals. Ability to work in a fast-paced and performance-oriented environment. Experience using CRM systems is an advantage. Bachelor's degree is preferred but not mandatory, with relevant experience.
What you'll do
- 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.
What they require
- Previous experience in the Forex, CFD, or Financial Services industry is highly preferred.
- Strong sales, negotiation, and relationship-building skills.
- Excellent communication skills in English.
- Native Arabic Speaker.
- Target-driven with a proven ability to achieve sales goals.
- Ability to work in a fast-paced and performance-oriented environment.
- Preferred: Experience using CRM systems is an advantage.
- Preferred: Bachelor's degree is preferred but not mandatory, with relevant experience.