Company Description

Tahsin Investments & Co. (TIC®) is a company based in Dubai that specializes in smart and simple investing. With an emphasis on delivering results and excellent customer service, TIC® provides automatic investment services that are verified by Myfxbook. The company is committed to under-promising and over-delivering to its clients.

Role Description

Our Business Development Associates are at the forefront of starting our journey with our clients, building trust, and surpassing our clients’ expectations around how we can help them with the forex financial market. The associates are the first point of contact for new and potential clients; therefore, we are seeking enthusiastic and passionate individuals who thrive on delivering excellent client service.

You will help clients start their journey with Tahsin Investments & Co, be knowledgeable about what we can offer, and really take the time to listen to our clients and understand their needs. We are looking for client-focused, enthusiastic, and passionate individuals who can showcase what TIC® has to offer and how this may benefit the client.

Key Responsibilities

• Build successful relationships with clients over the phone to help identify financial planning opportunities.
• Listen and react to clients' needs and requirements.
• Ensure every potential TIC® client receives outstanding service.
• Build clients' knowledge and expectations of how TIC® can benefit them from financial advice.
• Arrange adviser meetings with clients.
• Set expectations of what the first meeting and process entail.
• Make video/telephone calls.
• Support clients through the 3-stage process that each client undertakes.
• Seek client feedback and ensure client feedback (and learnings from it) are shared and acted upon to help leverage and increase opportunity conversion and client satisfaction.
• Identify winning behaviors based on client feedback and best practice principles and increase effort/activity on the right opportunities.
• Keep up enthusiasm and attention to detail through repetitive projects to achieve long-term goals.
• Manage our social media platforms and respond to daily inquiries.
• Conduct sales activities and manage sales performance.
• Provide training and support to the sales team.

Key Capabilities, Knowledge Areas & Personal Attributes

• Previous experience of phone-based client service - desirable.
• Highly inquisitive, able to work and communicate with a diverse range of people and skill sets.
• Knowledge of the financial planning industry - desirable.
• Excellent team player.
• IT literate.
• Attention to detail.
• Strong interpersonal skills.
• Proactive, pragmatic, and enthusiastic approach.
• Diary management.
• Target-driven.
• Multitask.
• Strong communication skills.
• Desire to complete industry qualifications in financial planning.
• Experience in customer service and sales.
• Ability to provide training and support to sales teams.
• Excellent organizational and time management skills.
• Knowledge of investment and financial industry.
• Ability to adapt to a fast-paced environment.
• Bachelor’s degree in Business, Marketing, or a related field.

Optional Skills

You speak or are able to read a major European language, French.

Join us at TIC® and be part of a team that is dedicated to delivering smart and simple investing solutions, while ensuring our clients receive the best service in the industry.