New Business Executive

Overview

New Business Executive

Dubai, UAE

Role Purpose

Business Development & Revenue Growth

• Engage with inbound and outbound leads through calls, messaging, and digital channels to convert prospects into active clients.
• Drive clients through the full conversion funnel from first contact to first deposit and first trade.
• Clearly communicate the Company’s value proposition, products, and platform capabilities in a compliant and structured manner.
• Maintain a high level of activity (calls, follow-ups, conversions) to meet and exceed conversion targets.

Client Onboarding & Education

• Guide prospective clients through the onboarding process in coordination with the Onboarding and Compliance teams.
• Provide clear, factual product and platform guidance to facilitate activation.
• Deliver structured product demonstrations and training sessions tailored to client needs and experience levels.
• Ensure clients understand key risks, operational procedures, and platform functionality.

Sales Performance & Kpis

• Achieve and exceed monthly KPIs, primarily focused on:
• First traded deposits (FTDs)
• First traded accounts (FTAs)
• Maintain strong conversion ratios across lead stages (contact → onboarding → deposit → trade).
• Effectively manage and prioritise assigned leads to maximize conversion outcomes.

Lead Management & Pipeline Handling

• Work through assigned lead pools efficiently, ensuring timely follow-ups and consistent engagement.
• Maintain accurate and up-to-date records of all client interactions within the CRM system.
• Track lead status, conversion progress, and pipeline performance daily.

Collaboration & Internal Coordination

• Coordinate closely with Relationship Managers to ensure a smooth handover of clients after first trade.
• Provide clear client notes and context to support effective ongoing relationship management.
• Work closely with Compliance, Operations, Finance, and Marketing teams to ensure smooth client servicing.
• Support internal initiatives aimed at improving client experience, operational efficiency, and revenue performance.
• Contribute feedback from clients to support product and service enhancements.

Compliance & Risk Awareness

• Conduct all activities in accordance with the Capital Market Authority (CMA) regulations (where applicable), UAE financial services laws, AML/CFT legislation, and internal governance policies.
• Ensure all client interactions and business activities comply with Company policies and applicable regulatory requirements.
• Identify, disclose, and appropriately manage any actual or potential conflicts of interest in accordance with the Company’s Conflicts of Interest Policy.
• Do not provide investment advice, portfolio management, or discretionary recommendations unless specifically authorised under the Company’s regulatory license.
• Support proper KYC/AML standards during client onboarding and ongoing relationship management.
• Maintain high standards of professional conduct and confidentiality at all times.

Required Qualifications & Experience

• · Bachelor’s degree in Finance, Business Administration, or a related field.
• · Minimum of 1 to 2 years of experience in relationship management, sales, or business development within the CFD industry.
• Proven experience in sales, lead conversion or business development within the CFD industry.
• Strong track record in high-volume client acquisition and conversion.
• Excellent telephone sales skills and ability to close clients effectively.
• Highly target-driven with strong resilience and persistence.
• Strong understanding of client onboarding and activation processes.
• Ability to work in a fast-paced, performance-driven environment.
• High level of integrity, professionalism, and client-centric mindset.
• Strong organizational skills and attention to detail.
• · Familiarity with regulatory and compliance frameworks relevant to financial services (e.g., KYC/AML).
• · Proficiency in CRM systems and Microsoft Office applications.
• · UAE Financial Rules and Regulations Exams are advantageous.
• · Professional certifications (e.g., CISI, CFA, or equivalent) advantageous.

Skills & Competencies