Sales agent / Client Relationship Executive

Description

Harvest Global Markets is seeking a dynamic Sales Agent / Client Relationship Executive to join our team. This role focuses on building and maintaining strong relationships with clients while actively driving sales growth through lead generation and telemarketing efforts. The ideal candidate is confident, target-oriented, and possesses excellent communication and client handling skills. With responsibility for managing a team of 20 persons, this position requires strong leadership abilities to motivate and guide the team towards achieving organizational goals. The Sales Agent / Client Relationship Executive plays a crucial role in facilitating investor meetings, opening client accounts, and delivering comprehensive financial market services. This role requires fresh graduates with a bachelor’s degree who are eager to develop their career in the financial services sector. The successful candidate will demonstrate a proactive approach to client engagement and a commitment to meeting targets and supporting the company’s growth objectives.

Responsibilities

• Generate leads through proactive outreach and networking efforts.
• Conduct telemarketing activities, making over 50 calls daily to potential clients.
• Arrange and conduct 12 to 15 in-house meetings with investors to present financial products and services.
• Manage the account opening process ensuring compliance with company policies and regulatory requirements.
• Provide clients with comprehensive financial market services and support tailored to their investment needs.
• Build and maintain strong, long-lasting client relationships to achieve high client satisfaction and retention.
• Lead, manage, and motivate a team of 20 sales professionals, setting clear objectives and monitoring performance.
• Develop training and support programs to enhance the team's skills and knowledge in client handling and sales techniques.
• Monitor market trends and competitor activities to identify new business opportunities.
• Prepare regular reports on sales performance, client feedback, and team progress for senior management.

Experience

1 Year

Apply By

Dec 12, 2026

Required Skills

• Communication Skills
• Client Handling
• Lead Generation
• Telemarketing
• Financial Market Services
• Team Management
• Account Opening
• Target Orientation
• Customer Relationship Management

Nice to Have Skills

• Negotiation Skills
• Time management