Key Responsibilities & Accountabilities:
Sales Related Activity – mainly Asia Pacific
· Actively involved in all aspects of the 360 Sales Cycle:
o Prospecting & Lead generation (sourcing & pitching);
o Planning Sales calls, Meetings, Post Call follow ups;
o Presentations & Documentation;
o Owning/Implementing Sales;
o Post Sale Follow-Up, Repeat Sales & Upselling;
o 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.
