IBKR - Global Sales Representative

Responsibilities :

• Reach out to a set of assigned applications and assist in online form filing, opening, and funding.
• Coordinate integration project for new B2B clients across multiple internal teams, including legal, operations, technology, and client services.
• Conduct onboarding demo sessions for clients once their account is opened and walk them through our platform and features.
• Regularly go through training regarding new features and updates on our trading system.
• Conduct periodic competitive research and market analysis on the financial and brokerage industry in India.
• Develop knowledge in terms of regulations and compliance for Indians trading internationally
• Assist in preparing proposals and presentations for large institutional clients.
• Participate in client meetings / seminars, both online and offline.
• Provide weekly reports regarding the tasks done throughout the week.
• Regularly follow up with existing clients to grow AUM and revenue. Prospect new business opportunities amongst HNIs, advisors, family offices, prop firms, and more.
• Coordinate with the pro serve and general support desk with any client escalations regarding unresolved tickets

Eligibility Criteria :

(ref : iimjobs.com)