Sales Executive

The Sales Executive – CFD Brokerage is responsible for identifying potential clients, converting prospects into active brokerage customers, and achieving individual targets for new account openings and client deposits. The role manages the full sales cycle, from initial outreach and qualification to closing, account funding, and client relationship development, in accordance with the company's compliance policies.

Skills

Key Responsibilities:

1. Lead Generation & Prospecting

Identify and approach potential clients through outbound calls, digital channels, referrals, and the company's lead database.

Build and maintain a pipeline of qualified prospects interested in CFD trading.

2. Sales & Client Acquisition

Present the company's trading services, platform features, and account options to prospective clients.

Understand client needs, address objections, and convert qualified prospects into brokerage customers.

Manage the complete sales cycle, from first contact to successful account opening.

3. Account Opening & Funding

Guide clients through account registration, identity verification, and onboarding procedures.

Follow up with clients to secure initial deposits and achieve assigned funded-account targets.

Meet individual targets for the number of funded accounts and total deposit value.

4. Client Relationship Management

Maintain regular communication with prospects and newly onboarded clients.

Follow up on pending applications, incomplete registrations, and unfunded accounts.

Build long-term client relationships to support retention and future business opportunities.

5. Sales Pipeline & Reporting

Maintain accurate records of leads, calls, follow-ups, conversions, account openings, deposits, and withdrawals in the CRM.

Submit daily, weekly, and monthly sales performance reports.

Monitor conversion rates and pipeline progress against assigned targets.