Sales Agent & Portfolio Executive – Forex Industry

About the role

We are looking for a motivated Sales Agent and Portfolio Executive to join our growing Forex team. In this role you will drive client acquisition, nurture existing relationships, and help clients navigate the financial markets.

Key responsibilities

• Contact and engage prospective clients via calls, emails, and other channels.
• Convert qualified leads into active trading accounts.
• Maintain and grow relationships with existing clients to boost retention and trading activity.
• Manage client portfolios, providing ongoing support throughout their trading journey.
• Identify client needs and recommend appropriate trading products and services.
• Re‑engage inactive clients and follow up regularly.
• Achieve and exceed monthly sales and revenue targets.
• Record all client interactions accurately in the CRM system.
• Stay informed on market trends, company offerings, and industry developments.
• Ensure compliance with internal policies and regulatory requirements.

Required profile

• Previous experience in Forex, CFD, or financial services is highly preferred.
• Strong sales, negotiation, and relationship‑building abilities.
• Excellent communication skills in English; native Arabic speaker.
• Target‑driven with a proven record of meeting sales goals.
• Ability to thrive in a fast‑paced, performance‑oriented environment.
• Bachelor’s degree preferred but not mandatory, provided relevant experience.

Required skills

• Experience with CRM systems.