Make outbound calls to new and existing leads and introduce the company's forex/trading products and services
Qualify leads and understand their requirements, interests, and trading experience
Conduct consistent and professional follow-ups through calls, WhatsApp, email, and other communication channels
Convert qualified leads into active clients and achieve assigned sales targets
Build and maintain strong relationships with prospective and existing clients
Explain forex, trading, financial markets, and related products clearly and professionally
Maintain complete and accurate records of all calls, conversations, follow-ups, and lead statuses in the CRM
Ensure every assigned lead is properly followed up and updated in the CRM
Manage the sales pipeline from initial contact through conversion
Track leads, follow-ups, conversions, and sales performance
Meet and exceed monthly and quarterly sales targets
Work closely with the marketing team to follow up on new leads and provide feedback on lead quality
Coordinate with internal teams regarding client onboarding and documentation when required
Stay updated on forex markets, trading terminology, financial products, and industry developments
Monitor competitor offerings and market trends
Prepare daily, weekly, and monthly sales reports for management
Maintain professional and compliant communication with all prospective and existing clients
Desired Candidate Profile
3–6 years of experience in sales, tele sales, business development, or a similar client-facing role
Previous experience in forex, trading, fintech, financial services, or a similar industry is strongly preferred
Good understanding of forex, CFDs, financial markets, trading terminology, and investment products
Proven ability to make sales calls, generate interest, follow up consistently, and convert leads
Strong knowledge of CRM systems and ability to maintain accurate lead records
Excellent communication, negotiation, persuasion, and relationship-building skills
Highly proficient in English, both written and spoken
Working knowledge of Urdu or Hindi is preferred
Strong follow-up skills with excellent attention to detail
Target-oriented, confident, proactive, and self-motivated personality
Comfortable working with sales targets and performance-based KPIs
Good knowledge of Microsoft Office, Google Workspace, CRM platforms, and basic sales reporting
Ability to work independently in a fast-paced startup environment
What We Offer
Opportunity to work in the forex and fintech industry
Direct exposure to international clients and financial markets
Opportunity to grow within the Sales and Business Development team
Target-driven environment with clear performance objectives
Startup culture where your work has direct and visible impact
Professional growth and learning opportunities
Competitive Salary