ANKIT CHAWLA
Dubai
Summary
Experienced FX Sales Specialist with a proven track record in driving revenue growth through strategic client relationships. Strong expertise in foreign exchange markets, providing personalized solutions and market insights. Effective in new business development and negotiation, ensuring compliance and risk management. Excellent communicator with a focus on delivering results and meeting revenue targets.
Overview
6
6
years of professional experience
Work History
FX Sales Analyst
RIGHTFX
04.2023 - Current
- Perform outbound calls to prospective clients with demo and live trading applications
- Consistent follow up with clients via phone calls or emails through the client activation process
- Assist clients with inquiries on the trading platforms, products, onboarding and funding procedures
- Participate in the company’s marketing activities and promotional campaigns for customer acquisition and conversion
- Manage and develop new business client opportunities, by using your own network, face-to-face meetings, visiting fairs and client calls
- Developed and maintained strong relationships with corporate clients, institutional investors, and high-net-worth individuals, resulting in increase in the client base and growth in revenue.
Finance Sales Executive
KBM Chartered Certified Accountants and Registered Auditors
04.2022 - 02.2023
- Developed and executed sales strategies to achieve annual revenue targets, resulting in a increase in sales
- Identified and pursued new business opportunities through prospecting, networking, and referrals
- Conducted in-depth financial needs assessments and recommended suitable financial products and services to clients
- Built and maintained strong relationships with clients, providing ongoing support and addressing inquiries or concerns
- Collaborated with internal teams, including underwriters and financial advisors, to ensure seamless service delivery
- Stayed up to date with industry trends, regulatory changes, and competitor offerings to provide informed advice to clients
- Prepared and delivered engaging presentations to clients and prospects, effectively communicating the value proposition of financial products
- Managed the entire sales process, from initial contact to closing deals and ensuring smooth onboarding of new clients
- Achieved sales goals and service targets by cultivating and securing new customer relationships
- Analyzed past sales data and team performance to develop realistic sales goals
- Languages
Finance Assistant
Advayas Tech Solutions
03.2017 - 11.2021
- Consulted with customers to assess needs and propose optimal solutions
- Assisted in budget preparation and forecasting to control expenditure and maximize profitability
- Oversaw budget management to keep to financial targets
- Developing and implementing business strategies to achieve organization's goals and objectives
- Tracked industry and consumer trends to identify opportunities to boost sales
- Develop and maintain strong relationships with clients to promote timely payments and customer satisfaction
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Communicated regularly with customers regarding account questions and issues.
Education
BBA - Finance
Rohilkhand University
Master of Science - Finance And Investments
Birmingham City University
Skills
- Financial Knowledge
- Forecasting
- Customer Service
- Cash flow management
- Advance MS Excel
- Sales Expertise
- Financial Planning
- Detail Oriented
- Collaboration
- Software
- QuickBooks
- Sage50
- Microsoft Office
Timeline
FX Sales Analyst
RIGHTFX
04.2023 - Current
Finance Sales Executive
KBM Chartered Certified Accountants and Registered Auditors
04.2022 - 02.2023
Finance Assistant
Advayas Tech Solutions
03.2017 - 11.2021
BBA - Finance
Rohilkhand University
Master of Science - Finance And Investments
Birmingham City University
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