- Actively engage potential clients, utilizing effective sales techniques to promote and sell our comprehensive suite of financial products and services, including investment instruments, insurance policies, and other financial offerings.

- Develop an in-depth understanding of our financial product portfolio, algo trading strategies, and trading platforms to effectively educate and guide clients in making informed decisions that align with their unique financial objectives.

- Attract and onboard algo traders and clients interested in self-trading accounts, providing them with detailed information on our advanced trading platforms, tools, and comprehensive support services.

- Conduct thorough market research to identify and target potential leads and prospects who are interested in algo trading and self-trading accounts, actively pursuing opportunities to expand our client base.

- Cultivate and maintain strong relationships with existing clients, ensuring exceptional client satisfaction and retention by proactively addressing their needs and providing personalized terms.

- Collaborate closely with the sales team and cross-functional departments to ensure a seamless and positive customer experience, coordinating efforts to meet client expectations effectively.

- Consistently meet or exceed sales targets and objectives, demonstrating a relentless drive to achieve results and contribute to the company's growth.

- Stay up-to-date with industry trends, regulatory changes, and market developments, continually enhancing your knowledge to position our financial products and trading services competitively in the market.

- Maintain accurate and detailed records of sales activities, client interactions, and follow-up actions using our CRM system.

Requirements :

- Proven track record in sales, preferably in the financial services industry, with a focus on promoting and selling financial products and trading services.

- Deep understanding of financial products, investment vehicles, insurance policies, and related offerings, as well as familiarity with algo trading strategies and trading platforms.

- Exceptional communication and interpersonal skills, with the ability to build rapport, establish trust, and effectively convey complex financial concepts to clients interested in financial products and trading services.

- Self-motivated and driven to achieve sales targets, displaying a proactive approach to identify opportunities and deliver results.

- Strong ability to assess clients' financial needs and recommend appropriate solutions, tailoring product offerings and trading services to align with individual client goals.

- Proficiency in using CRM software and sales tracking tools will be advantageous.

- High level of professionalism, integrity, and ethical conduct in all client interactions.

- Bachelor's degree in Finance, Business, or a related field is preferred.

- Relevant certifications such as Series 7 or CFP are a plus

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