悉尼持牌汇款公司诚聘业务发展经理
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公司名称
Kapital FX Pty Ltd
工作性质
全职,兼职,实习
经验要求
需要
学历要求
Diploma
签证要求
学生签证,工作签证,永居签证,澳洲国籍
工资水平
面议
工作亮点
扩大人脉,成长空间,英文环境
工作介绍
悉尼持牌汇款公司Kapital FX Pty Ltd 诚聘业务发展经理
有销售经验者优先
须精通中英文
待遇丰厚,有发展潜力。
请发送您的简历到sasa@kapitalfx.com.au
或于周一至周五9:00am-6:00pm 致电 0437271024 - Kevin
岗位具体要求如下:
Statement of Responsibilities:
To identify and on-board corporate customers that have an ongoing foreign exchange exposure due to the purchase or sale of goods, services and/or investments in a foreign currency.
To build trusted relationships with those customers and maintain, grow and maximize the share of the accounts on a long term basis.
Key Objectives/Measurements:
●Ability to generate new revenue through own leads, consistently achieving new and existing revenue targets
●Produce and follow a structured business plan which includes the development of sales strategies to build product awareness and services.
●Client retention and loyalty including the development of customer loyalty programs and referral services (if applicable)
Job - Duties & Functions:
●Acting as a Responsible Managers for Kapital FX AFSL (if applicable)
●Build portfolio of continually trading clients in the first year and growth of 10-20% in subsequent years
●Revenues of $250k in first year
Additional Weekly KPI's :
●Regular phone calls to new and existing clients
●Visiting prospects and existing clients
●Pipeline creation and accurate forecasting
●Client entertainment
●Produce and implement account plans for all key accounts
●Accurate maintenance of CRM system and dealing platform
●Booking spot, forward and option FX deals in accordance with clients’ instructions
●Daily settlements of transactions
●Communicate with banks and counterparts on existing deals and settlements
●Involvement in marketing Kapital FX
●Generate weekly economic updates for social media and existing client base
General:
●Be flexible with working hours to meet deadlines
●Maintain a high level of customer service
●Maintain a strong team commitment within the company
●Identify and minimise risks for the company, maximise profit, sales and protect the company's interests
●Understand and implement company policy and procedures and directives of the General Manager and / or CEO
●Represent the company to all parties internal and external in a professional and ethical manner and maintain the company image and reputation.
●Share best practice with peers
●Training and overseeing junior staff.
Key Responsibilites / Authorities:
This position is responsible for all above mentioned duties and functions and successfully completing tasks.
Income against business plan
Quality Responsibilities:
Up hold and adhere to all procedures and policies related to the Kapital FX business to ensure quality objectives are met. This includes both internal policies and procedures and external regulatory bodies requirements
Maintain and update your training and development requirements as stipulated In ASICs Regulatory Guide 146 and in accordance with industry practice which is 20 hours of relevant Continuing Professional Development (CPD) per year.
Adherence to Kapital FX's culture of compliance, code of conduct, values and ethics along with compliance with external regulatory bodies and law enforcement agencies
Health and Safety:
To work in a safe and professional manner in compliance with company OH&S policy and procedures.
Competencies/Experience:
Competence:
Foreign Exchange products: spot, forward exchange contracts, options
High level of administration diligence
Computer literacy (Microsoft Office, Online transaction systems, CRM, Social Media)
Transaction settlement
Business plan creation
Effective sales & marketing activities through direct and indirect routes to clients & prospects
KYC and onboarding
AML / CTF
Ability to provide information to clients regarding foreign exchange markets within their needs
Creating and distribution of weekly foreign exchange reports through direct marketing and social media
Knowledge of online transaction platforms
RG146 Accreddited
Background (required as Responsible Manager)
Relevant regulated industry experience for 3 years out of the past 5 years
Current & full clean federal police checks for the last 10 years
A financial services related degree (desirable but not essential)
Professional references from previous contacts
RG146 accredited
Internal Relationships:
CEO
General Manager
Compliance
External Relationships:
Customers, External Vendors, Banks
有销售经验者优先
须精通中英文
待遇丰厚,有发展潜力。
请发送您的简历到sasa@kapitalfx.com.au
或于周一至周五9:00am-6:00pm 致电 0437271024 - Kevin
岗位具体要求如下:
Statement of Responsibilities:
To identify and on-board corporate customers that have an ongoing foreign exchange exposure due to the purchase or sale of goods, services and/or investments in a foreign currency.
To build trusted relationships with those customers and maintain, grow and maximize the share of the accounts on a long term basis.
Key Objectives/Measurements:
●Ability to generate new revenue through own leads, consistently achieving new and existing revenue targets
●Produce and follow a structured business plan which includes the development of sales strategies to build product awareness and services.
●Client retention and loyalty including the development of customer loyalty programs and referral services (if applicable)
Job - Duties & Functions:
●Acting as a Responsible Managers for Kapital FX AFSL (if applicable)
●Build portfolio of continually trading clients in the first year and growth of 10-20% in subsequent years
●Revenues of $250k in first year
Additional Weekly KPI's :
●Regular phone calls to new and existing clients
●Visiting prospects and existing clients
●Pipeline creation and accurate forecasting
●Client entertainment
●Produce and implement account plans for all key accounts
●Accurate maintenance of CRM system and dealing platform
●Booking spot, forward and option FX deals in accordance with clients’ instructions
●Daily settlements of transactions
●Communicate with banks and counterparts on existing deals and settlements
●Involvement in marketing Kapital FX
●Generate weekly economic updates for social media and existing client base
General:
●Be flexible with working hours to meet deadlines
●Maintain a high level of customer service
●Maintain a strong team commitment within the company
●Identify and minimise risks for the company, maximise profit, sales and protect the company's interests
●Understand and implement company policy and procedures and directives of the General Manager and / or CEO
●Represent the company to all parties internal and external in a professional and ethical manner and maintain the company image and reputation.
●Share best practice with peers
●Training and overseeing junior staff.
Key Responsibilites / Authorities:
This position is responsible for all above mentioned duties and functions and successfully completing tasks.
Income against business plan
Quality Responsibilities:
Up hold and adhere to all procedures and policies related to the Kapital FX business to ensure quality objectives are met. This includes both internal policies and procedures and external regulatory bodies requirements
Maintain and update your training and development requirements as stipulated In ASICs Regulatory Guide 146 and in accordance with industry practice which is 20 hours of relevant Continuing Professional Development (CPD) per year.
Adherence to Kapital FX's culture of compliance, code of conduct, values and ethics along with compliance with external regulatory bodies and law enforcement agencies
Health and Safety:
To work in a safe and professional manner in compliance with company OH&S policy and procedures.
Competencies/Experience:
Competence:
Foreign Exchange products: spot, forward exchange contracts, options
High level of administration diligence
Computer literacy (Microsoft Office, Online transaction systems, CRM, Social Media)
Transaction settlement
Business plan creation
Effective sales & marketing activities through direct and indirect routes to clients & prospects
KYC and onboarding
AML / CTF
Ability to provide information to clients regarding foreign exchange markets within their needs
Creating and distribution of weekly foreign exchange reports through direct marketing and social media
Knowledge of online transaction platforms
RG146 Accreddited
Background (required as Responsible Manager)
Relevant regulated industry experience for 3 years out of the past 5 years
Current & full clean federal police checks for the last 10 years
A financial services related degree (desirable but not essential)
Professional references from previous contacts
RG146 accredited
Internal Relationships:
CEO
General Manager
Compliance
External Relationships:
Customers, External Vendors, Banks
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