Graduate FX Brokers/FX Sales

Key Responsibilities & Accountabilities

• Actively involved in all aspects of the Sales Cycle
• Prospecting & Lead generation (sourcing & pitching)
• Planning Sales calls, Meetings, Post Call follow ups
• Presentations & Documentation
• Owning/Implementing Sales
• Post Sale Follow-Up, Repeat Sales & Upselling
• Developing & maintaining strong Client Relationships (via Trading team where appropriate)
• Maintaining current market knowledge (e.g. reading Financial press, attending webinars etc.)
• Maintaining accurate pipeline and forecast
• Meeting set Sales targets/KPI’s on a weekly/monthly/quarterly/annual basis
• Keeping accurate records and client interaction notes in the Company database (in line with GDPR requirements)

Compliance, Risk & Regulatory

• Working effectively and collaboratively with Financial Crime and Regulatory Compliance teams to complete the Client onboarding process in line with Company and regulatory requirements
• Ensuring adequate knowledge of their client (KYC) to enable the firm to deliver appropriate and suitable products and services
• Liaise with Risk and Traders re. credit facilities
• Engaging with the client with integrity, ensuring high service standards and in accordance with Monex policies
• Understand and adhere to the complaints procedure and escalating where necessary
• Identify and appropriately manage conflicts of interest in accordance with regulatory and company requirements
• Ensure that the role as first line defence is undertaken with diligence
• Ensure adherence with the FCA's 11 principles of business