- Maintain customer experience through team member interaction and products presentation
- Develop and train retail sales team members by conducting daily sales observations, weekly reports and meetings.
- Execution of company standard sales process and procedure.
- Mentor and train sub-ordinates to become top performers and product experts in order to sell Zeal’s online trading platform.
- Supervise actions of Account Executives within his/her department.
- Follow up on CRM records and make sure it is always updated.
- Maintain knowledge of new products, offerings, and company promotions targeting the retail segment.
- Ensure sales team is meeting call numbers and KPI’s on daily, monthly, quarterly basis.
- Demonstrate teamwork by assisting and cooperating with co-workers as needed
- Communicate effectively
- Maintain confidentiality of company and all customer records.
- Represent company in areas of public relations like expos, company events, etc.
- Achieve needed results and a high level of sales performance
- Assist CS team in maintaining KYC documentation.
- Oversee and ensure compliance of all sub-ordinates.
- Conduct Quality Assurance call reviews in a timely manner to better coach the team.
- Recommend new products and services and/or procedural adjustments based on customer needs and market changes.
- Ensure sales team is achieving sales targets including:
- No. of Accounts (Lead to Account)
- No. of Funded Accounts (FTD)
- Gross Deposits.
- Client Satisfaction.
- No. of daily calls.
- Quality of calls.
Requirements
Academic Qualification Requirement:
B.Sc. Degree from any discipline
Work Experience Requirement: 5 year of experience in Forex / Insurance / Real estate / Banking / Stock and Commodities Brokerage fields in sales Department
3 years of proven record experience in a leadership position managing sales team
Professional Key Knowledge Area Requirement:
Basic Financial markets knowledge
Strong interest in financial markets including FX, Stocks, and Commodities. Skills amp; Competencies
Selling Skills.
Communication skills.
Customer orientation.
Learning flexibility