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Sales Agent / Portfolio Executive – Forex

Job Solutions

🇬🇧 English
CRM systems

Job description

About the role

We are looking for a driven Sales Agent / Portfolio Executive to join our growing team in the Forex industry. You will be responsible for acquiring new trading clients, nurturing existing relationships, and managing client portfolios to maximise trading activity.

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.
  • Re‑engage inactive clients and follow up regularly.
  • 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.

Required profile

  • Previous experience in Forex, CFD, or financial services industry (highly preferred).
  • Strong sales, negotiation and relationship‑building abilities.
  • Excellent English communication skills; native Arabic speaker.
  • Target‑driven with a proven ability to achieve sales goals.
  • Bachelor’s degree preferred but not mandatory, with relevant experience.

Required skills

  • Experience with CRM systems.

Questions fréquentes

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Published 1 month ago

Expires 6 days from now

75 views · 0 interested

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