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CMC Markets

Sales Executive

Posted 17 Days Ago
Be an Early Applicant
In-Office
London, Greater London, England
Entry level
In-Office
London, Greater London, England
Entry level
As a Sales Executive, you'll support client onboarding, provide high-level service, manage client queries, and identify cross-selling opportunities while enhancing the client experience.
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We are currently looking to hire a Sales Executive to join our team in London.

This is a great opportunity for someone who is driven and motivated to build a career within Financial Services. To be successful in this role you will have strong communication skills and the ability build a rapport with prospective clients.

ROLE AND RESPONSIBILITIES

  • Provide proactive and timely support for the client on-boarding process.

  • Provide excellent and high calibre client service to ensure a positive client experience.

  • Take ownership for ensuring accurate client information is recorded in relevant internal systems (e.g. CRM) in a timely manner.

  • Proactively identify and cross sell additional products and services to existing clients.

  • Proactively identify opportunities to improve the client experience.

  • Proactively respond to and manage inbound client queries professionally and efficiently.

  • Effectively deal with client queries, focussing on getting it right first time.

  • Escalate all client issues in a timely manner to appropriate levels to ensure a consistently high level of client service.

  • Act as a brand ambassador in all client interactions.

  • Commitment to understanding the customer needs and requirements.

  • Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.

  • When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high quality service that presents a professional and positive image of CMC Markets.

  • Take all reasonable steps to ensure appropriate confidentiality.

  • Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role.

KEY SKILLS AND EXPERIENCE

Essential

  • Demonstrates passion and enthusiasm for our products and services.

  • Operates with integrity and a highly client centric mindset, with an ability to build and enhance strong and meaningful client relationships.

  • Understanding of the requirements of regulative authorities to ensure that the department is compliant in terms of its processes and procedures.

  • Knowledge of Microsoft Office Suite focusing on a good knowledge for Power Point Presentations and basic knowledge of Excel.

  • Expert knowledge of platform and products.

Desirable

  • Intermediate knowledge/experience of financial markets (CFD’s preferable but not essential).

  • Undergraduate degree in relevant discipline desirable (Business, Finance, Economics etc.).

CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.

Top Skills

CRM
Microsoft Office Suite

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