Investment Advisor – Sales & Marketing

Pillars -
Heliopolis, CairoPosted 9 years ago

120Applicants for8 open positions

Job Details

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Company Overview

A leading investment and trading company that offers individual and institutional clients a comprehensive coverage of and direct access to the international financial market, while offering specialized trading and execution services in Foreign Exchange, Metals and Over-the-Counter markets.
The company operates as a primary market maker and broker-dealer Firm. Precisely a multinational company with established presence in more than 20 countries worldwide and rapidly achieved recognition for outstanding financial and management capabilities, and are engaged in providing a wide variety of financial products and services, with a particular focus on foreign exchange.
Services offered :
services are especially suited to small- to mid-sized traders - from novice investors to the trade savvy - including money managers, hedge fund traders, as well as high net worth individuals.

Primary Responsibilities:

Maintaining and developing relationships with existing customers via meetings, telephone calls and e-mails
Visiting potential customers to prospect for investments
Acting as a contact between our company and the client
Building relationship with a range of stock holder e.g. customers, suppliers, colleagues
Extend marketing opportunities with existing clients
Tirelessly prospect new customers to meet and exceed stated marketing goals
Negotiating the terms of an agreement and closing deal
Gathering market and customer information
Recording calls and sending information about company
Reviewing own sales performance ,aiming to meet or exceed targets
Gaining a clear understanding of customers’ businesses and requirements
Continually probe client and prospect needs
Handling all correspondence and organizing contact between marketing executives and their clients
Maintaining customer records
Keeping records of visits and meeting
Processing the procedures of opening account
Preparing estimates and quotations for customers
Keeping records of sales targets and actual figures and compiling them into reports for management
Promote the company as a leader in direct marketing services for the industry.
Best performance & best production will lead to enter into another bonus competitions prepared by the Sales Director each month.
Sales Director will monitor all your business activities from time to time. You must report in time your entire market reports and comments to him as per the company’s directives.

Education and Experience:

Skills and Knowledge:

Comprehensive understanding of the financial services market, economy and industry trends
Robust consulting, influencing and client engagement skills
Strong experience with end to end sales processes in the financial services industry from prospecting/warm leads to post sale follow up
Excellent interpersonal and communication skills
Presentablility