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Sales Agent / Portfolio Executive (Forex Industry)

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AI Summary

A sales agent (portfolio executive) contacts and converts leads into active Forex trading clients, manages client portfolios, and meets sales targets.

About this role

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.

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.

Skills

CFDCRMFinancial ServicesForex

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