The purpose of this role is to develop and implement the delivery of the Companys education product offering to the region, as well as meeting new client take on, sales of education products, client retention rates, client trade activity, and profitability targets. This will be delivered primarily through presentations and market commentaries not only providing clients and potential clients the tools to enable them to trade leveraged products with a sound knowledge base, but also facilitate Companys to become the acknowledged leader in CFD and FX Margin education in the region.
Major Responsibility Areas
Major Actions
(What do you do?)
Educate and Advise
-Deliver the COMPANYS education product offering to clients and potential clients
-Promote the product range of Companys and the unique selling points that they incorporate over other products in the market place.
-Analyze and commentate on the financial market movements in written and verbal form.
Develop and implement
-Implementation of a sales and marketing plan to distribute COMPANYS education products and courses throughout Singapore and the region.
-Distribution of education products and courses to retail and institutional clients in Singapore and the region.
-Provide targets for and establish a viable client retention strategy through education products and seminar plan (and reaching said targets)
-Organize and develop education course and seminar material
-Develop channels for distribution of market analysis and commentary
-Develop and manage Companys education website
-Instigate, drive, and manage a COMPANYS education and seminar program to attract new clients and to increase the trade activity of existing clients
-Sourcing and forming alliances with suitably aligned companies and educators to enhance new client take on and education sales
Resource and manage
-Induct education team members to develop individual and team capabilities
-Assist in the identification and selection of talented staff
-Assist in the set up of education offerings in new offices and the implementation of education sales within retail sales to facilitate productivity
-Develop and update staff rosters and manage leave requirements
Monitor and Report
-Monitor performance of Sales against KPIs
-Provide Management with timely information, including leads, seminars held, product sales, etc.
-Monitor interaction with clients and provide regular feedback and coaching
-Preparation and distribution of dealing and market commentary reports
-Assist as needed in client complaint handling
Sell and Service
-Participation in seminars to sell COMPANYS products
-Develop business relationships and networks with trader groups
Expected End Result
(Why you do it?)
-Providing a basis for clients to trade actively with confidence
-Increase the market awareness of CFDs and FX Margin products
-Keep our clients abreast of the market developments
-To promote the Companys brand to a wider audience.
-Sales targets are achieved
-Clearly defined goals and objectives to work towards
-To guarantee highly proficient sales teams who have a sound knowledge base to be able to educate and service prospective clients with the correct information
-Promotion of Companys brand, educating and converting potential leads into COMPANYS clients and education product and course sales
-Sales targets are achieved
-Staff capabilities are developed
-Effective resource configuration for responding to call volume and profile
-Client queries are answered knowledgeably, accurately and promptly
-High quality trained staff are identified and recruited
-To ensure that the business is resourced appropriately at all times
-OH&S requirements within offices are met
-To improve capability and competence of the individual and team. To ensure staff are satisfied with development.
-Risks are identified and managed
-Produce required information regarding sales achieved
-Provision of feedback on potential improvements to sales team members
-High level of attendance at seminars, leading to high numbers of new accounts opened
-High quality of interaction with potential clients
-Client questions are answered fully and accurately
-Clients open accounts with COMPANYS
-High quality of interaction with trader networks
-Client confidence is developed in COMPANYS services
Ways to measure Accomplishments
(How can you tell youve done it?)
-New clients being sourced through education channels
-Increasing trade activity and high client retention rates
-Number of reports published or presented on a regular basis.
-Number of new clients.
-Profitability is maximized
-High level of outcalls and in bound calls received
-New accounts openings are increased
-New account openings conversion rates are increased
-Education course sales are increased
-Trade activity and P and L is increasing
-Quality accounts are being attracted.
-Sales Team Conversion rates are high
-Client satisfaction is rated highly
-Retention of staff
-Staff capabilities are increased
-Achievement of individual KPIs
-Quality of customer service
-Risks and business exposure are minimized and regulatory requirements are met
-Management has information required
-Processes are followed and risks are minimized
-Team members are fully informed and up to date
-Outstanding quality customer service
-Accurate and complete information is provided to clients
-Complaints procedure followed
-High levels of client satisfaction.
-Regulatory requirements are met
Working Relationships
INTERNAL CONTACTS
-General Manager, Companys Singapore
-Retail and Education Sales Teams
-Business Development Consultants
-Dealing Desk
-Partners
-Other departments within COMPANYS, including HR, Compliance, Finance and IT
EXTERNAL CONTACTS
-Clients and potential clients
-Brokers
-Educators
Knowledge, Skills & Qualifications
-In depth knowledge of financial markets and products (and specifically the South East Asian equity and global FX markets)
-Past Trading experience
-Comprehensive writing and analytical skills
-Ability to present/ educate to large groups of potential clients
-Abilities/competencies
oUnderstanding the Client
oInfluencing Others
oWorking as a Team
oLeading Others
oThinking Differently
oGetting it Done
oKnowledge & Growth
Compliance & Authorization
-Authorisation: The employee is NOT authorized to provide general product advice.
-Compliance: To comply with the Companys Code of Conduct, all polices and procedures contained within the Companys Policies and Manuals and comply with any lawful instruction issued by Senior Management, a Responsible Officer, Compliance Officer or Director of the Company.
