London, England, United Kingdom
I am a professional with more than 15 years of experience in sales, especially in the financial market. My focus is on the customer and serving them with quality and honesty, I am a positive person who cares about the environment at work helping my colleagues to develop as well.
Driving client acquisition, retention, and service excellence. Oversees direct-to-consumer sales strategies, managing retail operations, and building high-performing sales teams.
- Develop a team in Europe & Latam focused on converting new leads, minding the regulations of FCA and Cysec. - Working together with Marketing on new campaigns to drive sales and conversion - Manage Partners Sales focused on bringing new Affiliates , Money managers and Introducers
Axi is a broker focused on CFDs FX, Index, Stocks, Commodities and Cryptos. As a sales executive at Axi, I need to develop the markets that I am focused on (mainly Brazil, Portugal and Latam) - Facilitate the access to the Financial market, providing solutions to clients based on those countries - Search and develop partner business focused on Introduce Brokers, Money Managers, and Affiliates - Assist in the conversion of the partner's clients into FTDs. - Help clients start trading (open account, deposit, withdraw and etc) - Search for local solutions on payment (PSPs) and new assets to trade based on clients' interests. - Using tools like Salesforce, MyAffiliates, Ignite, Microsft Teams, Conv.rs, Confluence and others.
BuzzSurvey is a Startup focused in the technology of virtual surveys for the removal industry - Develop BuzzSurvey market in the world, specially South America and Europe. - Contact C-level executives in a B2B relationship - Report to our Sales Director and feed Salesforce with all the data collected - Go to events to engage with prospect and clients
Activities: - Develop the business, creating my own leads (mainly via social media) and managing clients assisting them in any situation. Most of the communication is over the phone with partners all over the world. - Advise Introduce Brokers on how to develop their business - Assist client on how to use our own platform (award winning Software) and also Meta Trader 4; - Help clients to invest specifically in Foreign Exchange, Index, Commodities (WTI Oil, Soybean, Copper, Corn), and Precious metal trading business; - Conducting sales research on potential introducing partners and clients, and build potential client database in a CRM software; - Educating new clients on brokerage industry City Credit Capital - London based CFD & FX Brokerage and fully licensed by FCA (no. 232015) - Head offices in London and regional offices in Hong Kong, Santiago and Mexico City - Compliance procedure (FCA regulation) and anti-money laundering research
Advising clients with global financial solutions, in partnership with companies located in the UK, USA, Uruguay: - Investment - Asset Protection - Succession Planning - Tax Planning - Diversification of Jurisdiction In addition, offering more sophisticated products in Brazil through partnerships with companies specialized in various financial solutions such as insurance, pensions, investments; Also Team Leader. managing my team and helping them to develop their business
I was responsible for adverting new properties, create my own leads, meet the potential client and close the deal, do all the due diligence and prepare the paper work. During the time I worked there I was able to be the top seller of the company.