Financial Sales Consultant

Company Description

Signal Expert Global is a multi-national company providing technical analysis research services in the Forex and Comex global market since 2016. We offer learning and trading assistance, including education in technical analysis and market trends. As a member of the International Trade Council, we adhere to the Foreign Inward Remittance Certificate (FIRC) norms under the Foreign Exchange Management Act (FEMA). With a strong research team, Signal Expert Global delivers highly accurate signals and recommendations to clients worldwide, aiming to enable all investors to benefit from the markets.

Role Description

This is a full-time on-site role for an Inside Sales Executive located in Indore. The Inside Sales Executive will be responsible for client acquisition, retention and relationship management, while providing excellent customer service, and achieving sales targets. The role involves day-to-day tasks such as identifying and engaging potential clients, pitching our services, assist them in identifying ideal service combination, following up on leads, and managing client relationships to ensure customer satisfaction and retention. The executive will work closely with the sales team to strategize and execute sales plans.

Key Responsibilities

• Client acquisition, retention and relationship management.
• Act as the first point of contact for new clients and ensure a positive on-boarding experience.
• Identify and engage potential clients through calls/ messages and virtual meetings, converting them into active trading clients.
• Assist clients in identifying the ideal service combination and generating revenue.
• Educate clients on trading basics, company services, market risks, and recommend strategies based on their risk profile.
• Maintain accurate records of client progress in CRM.
• Stay updated on market trends and current affairs to better assist global traders and investors.
• Assist clients with account setup, KYC, and on-boarding on trading platforms (MT4/MT5), ensuring smooth and timely activation.
• Achieve monthly targets for revenue generation through client acquisition.

Qualifications

• Experience in Client Acquisition and Inside Sales
• Strong Communication and Customer Service skills
• Proven ability to achieve and exceed Sales targets
• Excellent interpersonal skills and ability to build and maintain client relationships
• Experience in the finance or trading industry is a plus
• Bachelor's degree in Business, Marketing, or related field