Global Sales Associate

Company Overview

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 me by preparing proposals and presentations for large institutional clients.
• Participate in client meetings/ seminars, both online and offline.
• Provide weekly reports to me regarding the tasks done throughout the week.
• Regularly follow up with existing clients to grow AUM and revenue. Try to get 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

• 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.