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Business Development Executive

Trade Nation · Victoria

Hybrid Mid 🇬🇧 English
CRM systems

Job description

About the role

The Business Development Executive will drive new client acquisition and activation within the Contract for Difference (CFD) industry. Reporting to the Rest of the World Country Head, you will manage a portfolio of applicants and existing clients, ensuring they become active traders and remain engaged.

Key responsibilities

  • Convert submitted applications and newly opened accounts into active trading accounts through structured follow‑up and clear communication.
  • Proactively contact applicants and new account holders to understand objectives, address questions, and support the activation journey.
  • Prioritise and manage a pipeline of applications, new accounts and inactive accounts, tracking activation status accurately.
  • Retain and develop existing active clients and affiliates by maintaining regular contact and encouraging continued trading activity.
  • Identify opportunities to increase client engagement, trading frequency and account value through product knowledge and consultative conversations.
  • Collaborate with internal teams to resolve onboarding queries, compliance requirements and operational barriers.
  • Maintain accurate CRM records of application progress, activation status, client contact and retention activity.
  • Monitor client activity and market developments to identify retention risks and re‑engagement opportunities.
  • Meet targets and reporting requirements related to account activation, client retention, trading activity and revenue growth.

Required profile

  • Minimum 3 years of experience in sales, business development or a client‑facing commercial role within the finance sector.
  • Strong communication skills with the ability to engage confidently with clients and internal stakeholders.
  • Proven ability to identify opportunities, qualify prospects and progress leads through a structured sales process.
  • Self‑motivated, resilient and comfortable working independently in a hybrid model while contributing to team goals.
  • Degree or professional qualification in business, finance, marketing or a related discipline is advantageous.

Required skills

  • Microsoft Outlook
  • Microsoft Excel
  • Microsoft PowerPoint
  • Microsoft Word
  • Experience using CRM systems to manage pipelines and customer records

Questions fréquentes

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Published 1 month ago

Expires 2 weeks from now

27 views · 0 interested

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Trade Nation

Victoria