Sales Manager 営業（個人向け）

Key Responsibilities

 

-         Proactively contact inbound and outbound opportunities to convert them into traded accounts

-         Support clients through onboarding, account setup, and initial funding process

-         Maintain high daily contact volume and consistent follow-up cadence via phone, email, and live chat

-         Assist new clients with platform usage, funding, and trading basics

-         Maintain regular contact with newly converted clients to encourage activation

-         Introduce and promote referral programmes to eligible clients

-         Log all client interactions accurately in CRM systems

-         Monitor conversion pipeline and prioritise high-potential leads

-         Provide tailored solutions aligned with client profile and trading needs

-         Manage and grow a portfolio of active clients, including high-value clients

-         Maintain structured, proactive engagement (calls, meetings, targeted follow-ups)

-         Monitor client behaviour and proactively address churn risks

-         Identify opportunities to increase deposits, trading activity, and product adoption

 

-         Achieve daily, weekly, and monthly KPIs (e.g. call volume, conversion rate, revenue target)

 

Skills, Knowledge & Experience Required

• At least 2 years’ experience in sales, customer service, or financial services
• Strong interest and knowledge in FX/CFD or financial markets

·        Strong communication, analytical, and relationship‑building skills.

• Strong analytical and problem-solving skills with the ability to build client relationships
• Highly motivated, KPI-driven, and resilient
• Strong multi-tasking skills and detail-oriented
• Excellent verbal and written communication skills in both Japanese and English