FinTech Sales Executive (European Portuguese)
Core
Convert qualified inbound trading leads into active clients and promote financial products and trading services.
Role type
Sales Executive
Builds
Financial products and trading services
Domain
FinTech / Financial Services
Deliverable
client delivery
Required skills
lead conversion, relationship building, consultative selling, CRM management, target-driven sales, negotiation
Preferred skills
experience in financial services, CRM systems
Responsibilities
Convert qualified inbound trading leads into active clients, Build and maintain long-term relationships with traders and prospective clients, Promote the company's financial products and trading services, Understand client trading objectives and recommend suitable solutions, Achieve and exceed monthly sales targets and KPIs, Maintain accurate customer records and sales activities within the CRM system, Collaborate closely with the Customer Success and Retention teams to maximise client satisfaction and revenue growth, Deliver a professional, consultative sales experience throughout the customer journey.