Key Responsibilities:
Conduct outbound calls to prospects and leads to promote our trading platforms and investment services
Educate potential clients on the benefits of trading in Forex, Commodities, and US Indices (e.g., US500, Nasdaq, GOLD, Oil etc.,) and opportunity to generate passive income
Explain product features, trading tools, platform offerings, and account types and investment and return opportunity
Follow up with warm leads generated through calls, campaigns, webinars, or referrals
Guide clients through the account opening, onboarding, and funding process (FTD)
Meet or exceed daily/weekly/monthly sales and conversion KPIs
Maintain accurate call records and lead statuses in CRM
Provide basic support and coordination with the client service team for seamless onboarding
Stay updated on market trends and key economic events, IPOs to engage intelligently with prospects