Fx Institutional Sales
7 days ago
Our client is a global FX solution company and now is looking for numbers of business development manager for the business expansion.
Key Responsibilities & Accountabilities:
Sales Related Activity - mainly Asia Pacific
- Actively involved in all aspects of the 360 Sales Cycle:
- Prospecting & Lead generation (sourcing & pitching);
- Planning Sales calls, Meetings, Post Call follow ups;
- Presentations & Documentation;
- Owning/Implementing Sales;
- Post Sale Follow-Up, Repeat Sales & Upselling;
- Developing & maintaining strong Client Relationships (via Trading team where appropriate).
- Maintaining current market knowledge (e.g. reading Financial press, attending webinars etc.);
- Maintaining accurate pipeline and forecast;
- Meeting set Sales targets/KPI’s on a weekly/monthly/quarterly/annual basis;
- Keeping accurate records and client interaction notes in the Company database FXDB (in line with Personal Data Protection Act 2012);
Compliance, Risk & Regulatory
- Working effectively and collaboratively with Financial Crime and Regulatory Compliance teams to complete the Client onboarding process in line with Company and regulatory requirements;
- Ensuring adequate knowledge of their client (KYC) to enable the firm to deliver appropriate and suitable products and services;
- Liaise with Risk and Traders re. credit facilities;
- Engaging with the client with integrity, ensuring high service standards and in accordance with company policies;
- Understand and adhere to companies complaints procedure and escalating where necessary;
- Identify and appropriately manage conflicts of interest in accordance with regulatory and company requirements;
- Ensure that the role as first line defence is undertaken with diligence.
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