Sales Team Manager
Boston Merchant Financial
Total years of experience :15 years, 8 Months
Started as Business Development Manager and promoted to Sales Team Manager
Sales Team Manager Nov 2019 - Present
• Additional responsibilities of managing a team of 5 sales personnel by providing them with support in terms of marketing and sales.
• Lead weekly/monthly trainings for sales team to provide them with tools on best practices, sales strategies and competition movement.
Senior Business Development Manager Oct 2016 - Nov 2019
• Responsible for promoting & generating business through selling of FX & CFD products via MT4/MT5 platform.
• Identify ways to build company brand awareness and engage with clients on regular basis advising them on market analysis.
• Strategize ways to build market share, increase revenue and acquire success through innovative developments in organizational structure.
• Understand the needs of Introducing Broker requirements & providing customized tailor made solutions for White Label Providers to increase business exponentially.
• Performed Money Management Services through implementation of trading strategies based on trend identification in FX/CFD & futures markets and using sound risk management systems.
• Managed the dealing desk operations by executing trades for retail & institutional investors.
• Maintain and update the RMS (Risk Management System) to identify the margins, present positions and the current value for Broker Members, individual & corporate clients.
• Engaged to expand revenue through effectively building new & managing existing client relationships for FX/CFD spot & futures markets.
• Developed & prepared FX market technical analysis and fundamental news for clients to inform and enhance their knowledge about current market situation with any potential investment opportunities.
• Coordinate & maintain relationship with firm’s agents and IBs on introducing additional business.
• Prepared market insights & analysis reports in FX & other CFD trading instruments present in financial markets.
• Assisted in preparing marketing plans and advertising campaigns both online and offline to boost company sales to meet company's investment goals.
• Responsible for handling sales of FX & CFD products for specific global territories.
• Identify investment opportunities and provide trading tips or ideas with concrete analysis to the dealing desk team with a focus on technical analysis strategies.
• Utilized CRM to monitor customer engagement, follow up and update client sales and after sales activities.
• Maintain relationship with the introducing brokers by providing them with suitable remuneration structure, marketing support and customized trading solutions.
• Generated business through selling of FX, CFD & other financial instruments present in the Meta Trader trading platform in terms of investments to meet monthly targets.
• Secured contractual paperwork along with other documentation from the client and liaise with the account opening team with Alpari UK.
• Understanding the precise needs of introducing brokers and providing them with the desirable solutions to maintain long term relationships.
• Gained hands-on experience with the MT4/Multi Terminal/Currenex online trading platforms and developed sound market knowledge on wide spectrum of financial products.
• Regularly involved in market research to identify competitors and coordinating with the marketing team with effective strategies to boost company sales.
• Involved in preparing market insights through consolidation of technical analysis and fundamental data for major derivative products
• Providing advisory services and trading support to clients.
• Consolidate fundamental data along with other market information and provide timely updates to new & existing clients.
• Providing financial advice to clients to maximize returns and minimize risks based on clients profile in Forex, Metals & US Indices.
• Planning & preparing sales strategies to acquire retail & corporate prospective customers through personal contacts, referrals and leads.
• Recruiting individuals who are fit to work in competitive environment; competing with other teams to achieve investment targets.
• Training & supervising the team to understand how the market operates and be able to handle sales activities.
Completed MBA with Specialism in Finance with the following electives: Derivatives, Practical History of Financial Markets, Mergers & Acquisitions and Credit Risk Management.
Secured above 70% with 1st class distinction & received various awards for extra curricular activities
Secured 80% marks in 12th CBSE Boards