Business Development Representative – SME Forex

Role Overview

• Build and maintain a strong pipeline of prospective SME Forex clients through networking, referrals, outreach, and relationship-driven sales activity.
• Identify and qualify businesses with foreign exchange, cross-border payment, import, or export-related needs.
• Conduct SME Forex platform demonstrations and present solutions in a clear, consultative, and commercially relevant manner.
• Drive client acquisition and conversion in line with agreed sales expectations and commission-based earning potential.
• Guide clients through registration, documentation, onboarding, platform access, and usage requirements.
• Support newly onboarded clients to encourage platform adoption and continued usage.
• Maintain accurate records of client interactions, pipeline activity, onboarding progress, and commercial opportunities.
• Manage daily and weekly sales activity with discipline, urgency, and consistency.
• Prioritise prospects based on client need, likelihood of conversion, and commercial value.
• Track leads, demonstrations, follow-ups, and conversion progress accurately.
• Provide regular updates to management on pipeline status, sales activity, client feedback, and barriers to conversion.
• Work independently while following the strategic sales playbook and approved internal processes.
• Collaborate with internal teams to support onboarding, platform access, technical queries, and service delivery.
• Escalate complex client queries or issues to the appropriate internal stakeholders.
• Share client feedback to help refine the sales approach, platform positioning, and client experience.
• Ensure all client engagement is professional, ethical, accurate, and aligned with approved messaging.
• Handle client information responsibly and maintain confidentiality.
• Avoid overpromising platform capabilities or giving advice outside the scope of the role.
• Represent SME Forex professionally in all client and stakeholder interactions.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field
• At least 1–2 years’ relevant experience in B2B sales, business development, or client acquisition
• Experience in commercial, SME, banking, treasury, FX, fintech, or financial services environments
• SaaS sales, technology-enabled sales, or platform-based client engagement
• Experience engaging with SME or commercial clients is advantageous
• Comfortable operating in a target-driven, commission-weighted sales environment