Sales Account Executive

· Contact new clients the same day they are assigned.

· Contact new clients minimum 2/3 times a week for the first month.

· Establish client’s level of experience, suitability, knowledge & raise awareness of risks associated with leverage trading.

· Profile clients to determine potential value and level of service expectations.

· Provide training to clients on use of platforms, portals, features and terminologies.

Material for training

Provide advance technical & fundamental training as per client profile Material for training.

Provide coaching and guidance to clients in relation to their trading strategy and risk management Material for training.

· Follow up and provide assistance to clients regarding their trading positions & pending orders.

· Follow up with clients trading accounts when on Margin call or Maintenance Margin (Friday / Daily Hedge)

· Follow up on ‘stopped out’ client trading accounts.

· Priority follow up with clients whose accounts hold open positions that are affected by market volatility, news, breaking news, change in market direction, support/resistance levels broken etc.…

· Contact existing clients in a timely manner depending on trading activity and provide market updates depending on profile.

· Provide risk management training as per client profile.

· Follow up on Inactive & Dormant clients.

· Follow up on clients with withdrawals to ensure quality of service.

· Encourage clients to refer new business.

· Manage client’s expectations & listen to customer’s requirements and present the best possible solution in accordance with the company’s best practice guidelines.

· Act in the best interest of the client accordance with the “Best Practice Guidelines” and ensure any issues or conflict is reported to superior.

· Achieve a minimum of 150 minutes telephone communication on a daily basis.