Forex Accounts Officer | Cebu

2 weeks ago


Cebu, Philippines Manpower Philippines Full time

The Forex Account Officers primary objective is to contribute to the growth and profitability of the company by planning and implementing all sales activities on assigned accounts or areas. While carrying this out, you shall be responsible for ensuring customer satisfaction and managing the quality of product and service delivery.

 

Sales Account Management

Ensure product and process knowledge expertise of the Forex Departments services;Generate and qualify leads or partner referrals;Prepare sales action plans and strategies;Schedule sales activities and follow up results/outcomes of these activities;Make sales calls to new and existing clients;Personally develop and/or assist in the development of presentations of Company products and services to current and potential clients;Conduct or participate in the presentation of Company products and services to current and potential clients;Negotiate with clients and assist in them in the completion, collation, submission of all documentary requirements to enable them to avail of the Companys products and services;Personally develop and/or assist in developing sales proposals;Respond to sales inquiries and concerns by phone, electronically or in person;Ensure and enhance customer service satisfaction and good client relationships;Ensure adherence of the client to the company, AMLC, and BSPs regulatory requirements.

 

FX Trading

Provide and negotiate FX pricing with the client;Book FX orders through the units TRaders

 

Marketing Function

Assist in the development and maintenance of sales and promotional materials;Assist in planning and conducting direct marketing activities;Participate in marketing and sales events;Monitor competitors, market conditions and product development;

 

Sales Training

Conduct product training, as and when required by your immediate or Department head;

After-Sales

Train/assist clients to effectively and efficiently avail of the Companys products and servicesPerform quality checks on product and service delivery;Ensure submission of transaction references such as proof of payment, ATP, and other documents that may be required after an order has been booked

Report and Document Management

Develop and maintain a customer database;Maintain sales activity records and prepare sales reports;Coordinate with other Departments as and when necessary to carry out tasks and responsibilities;

Others

Perform tasks that may be assigned from time to time.

Qualification

Bachelors Degree Graduate of any 4-year course.At least 2 years of Sales experience in banking industry

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