Global Sales Associate
2 days ago
Responsibilities:
- Reach out to a set of assigned applications and assist in online form filing, opening, and funding.
- Coordinate integration project for new B2B clients across multiple internal teams, including legal, operations, technology, and client services.
- Conduct onboarding demo sessions for clients once their account is opened and walk them through our platform and features.
- Regularly go through training regarding new features and updates on our trading system.
- Conduct periodic competitive research and market analysis on the financial and brokerage industry in India.
- Develop knowledge in terms of regulations and compliance for Indians trading internationally
- Assist in preparing proposals and presentations for large institutional clients.
- Participate in client meetings/ seminars, both online and offline.
- Provide weekly reports regarding the tasks done throughout the week.
- Regularly follow up with existing clients to grow AUM and revenue. Prospect new business opportunities amongst HNIs, advisors, family offices, prop firms, and more.
- Coordinate with the pro serve and general support desk with any client escalations regarding unresolved tickets
Eligibility Criteria
- MBA/PGDM/MMS in Finance preferred
- 1 to 2 years of experience in finance preferred
- Knowledge regarding financial markets and asset classes
- Excellent oral and written communication skills
- Strong quantitative and analytical abilities to understand market dynamics and client needs.
- Proficiency in MS Word/PowerPoint/Excel
Company Benefits & Perks:
- Competitive salary package.
- Performance-based annual bonus (cash and stocks).
- Hybrid working model (3 days office/week).
- Group Medical & Life Insurance.
- Modern offices with free amenities & fully stocked cafeterias.
- Monthly food card and company-paid snacks.
- Hardship/shift allowance with company-provided pickup & drop facility*
- Attractive employee referral bonus.
- Frequent company-sponsored team-building events and outings.
* Depending upon the shifts.
**The benefits package is subject to change at the management's discretion.
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