Business Development Manager
Orient Financial Brokers
Total years of experience :16 years, 4 Months
1- Responsible for converting warm leads (potential clients) into live trading accounts and achieve Annual sales targets.
2- Sets meetings with the potential leads/clients to discuss the ways of investing.
3- Familiarizing potential clients with the firm's products and services as well as educating them about the Forex market & using the company trading facilities.
4- Assist clients through the account opening process and respond inquiries involving their accounts and various requests.
5- Tracking Back Office and Compliance department's progress of Live Account approval and openings.
6- Follow-up phone calls to ensure clients are aware that their account has been funded and ready for trading.
7- Maintain the good relationship with existing clients by conducting follow-up calls, continuous interactions, and working on their difficulties.
8- Generate new leads and sales through Soliciting potential Introducing Brokers (IB) and Money Managers (MM) and assist in IB and MM application process.
9- Respond to Introducing Broker and Money Manager's inquires involving client applications, accounting, technical issues, and comprehensive compliance matters.
As Budgeting:
Analyze monthly department budgeting and accounting reports to maintain expenditure controls.
Direct the preparation of regular and special budget reports.
Consult with managers to ensure that budget adjustments are made in accordance with program changes.
Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.
Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations.
Perform cost-benefits analyses to compare operating programs, review financial requests, and explore alternative financing methods.
Compile and analyze accounting records and other data to determine the financial resources required to implement a program.
As Accountant:
Maintaining cash books.
General ledger maintaining with the help of Peachtree.
Handle Bank transactions and reconciliation.
Billing of payments and receipts of day-to-day affairs.
Prepare of wages and salary statement of employees.
Finalization of accounts up to balance sheet for audit purposes.
Projected balance sheet prepared to bank for over draft facility.
I have started on March 2014.