Peter Joseph
Westlands
Summary
With a proven track record in developing and implementing Sales plans tailored to Targets while maintaining quality service to Clients, I have a deep understanding of Financial Markets and current market trends, I am confident in my ability to contribute to the growth and success of your esteemed team.
My Seven years (7) in the Global Financial Markets, primarily dealing with Clients and Leads as an Acquisition , Retention, BD or Relationship Manager with different Brokers has equipped me with the skills to provide a company with direction when it comes to Sales.
Overview
8
8
years of professional experience
Work History
Sales Team Leader
Ingot Brokers
01.2023 - 01.2024
- Expanded company customer base and cemented market presence by implementing strategic sales plans.
- Built relationships with customers and community to promote long term business growth.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Informed customers of promotions to increase sales productivity and volume.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Set and achieved company defined sales goals.
- Built strong team by recruiting and developing top sales talent.
- Kept detailed track of sales and customer information in company system.
- Set ambitious sales goals and motivated strong performance to keep team growing effectively.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Monitored sales team performance and provided constructive feedback.
- Built diverse and consistent sales portfolio.
- Refined team workflows to better capitalize on individual strengths and maximize market share.
- Forecasted sales to management and collaborated to build effective sales team.
- Led weekly sales meetings to review performance metrics and develop action plans for continuous improvement.
- Led regular team meetings to keep sales personnel motivated with tips, techniques and relevant information.
- Analyzed market trends and competitor activity to identify new business opportunities for the team.
- Developed strong relationships with key clients, resulting in increased customer satisfaction and retention.
- Developed and maintained knowledge of current sales and promotions.
- Negotiated prices, terms of sales and service agreements.
Business Development Manager
Scope Markets
08.2022 - 12.2023
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Prepared sales presentations for clients showing success and credibility of products.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Optimized sales funnels by leveraging data-driven insights to refine targeting strategies and maximize conversion rates.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
- Communicated product quality and market comparisons by creating sales presentations.
- Performed client research and identified opportunities for account growth, account penetration and market expansion.
- Compiled product and customer data to generate informed profit projections.
- Enhanced the company''s profitability by identifying and eliminating inefficiencies in existing business processes.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Mentored junior team members in effective sales techniques, fostering a high-performance culture within the organization.
- Managed accounts to retain existing relationships and grow share of business.
- Represented company and promoted products at conferences and industry events.
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Delivered recommendations to long-term accounts to promote brand awareness to key audience.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
Senior Account Manager, Retention
Scope Markets
01.2021 - 07.2022
- Contributed to annual revenue goals by up selling and acquiring new accounts.
- Led a team of account managers to exceed sales targets consistently throughout the year. we used be divided in teams
- Built relationships with customers and community to promote long term business growth.
- Built and strengthened long-lasting client relationships based on Service and accurate price quotes and customer-centric terms.
- Maintained current knowledge of evolving changes in marketplace.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration.
- Met and exceeded sales goals of 120 new accounts each month and bringing in over $75,000 through re-deposits by existing clients.
- Researched emerging industry trends, applications, and concepts to enhance products and services.
- Oversaw newly funded clients to generate sales leads, negotiate client pricing and forecast revenue through creating pipelines.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Created training program for lower-level employees to increase sales and customer satisfaction.
- Developed and implemented strategies to increase client retention.
- Trained and coached sales team members servicing Equities/Stocks/Shares Trading accounts.
- Increased revenue for the company through strategic upselling and cross-selling initiatives.
- Worked with Introducing Agents to develop strategic business for them and Scope Markets.
- Developed deep knowledge of Introducing Agents businesses and relationship to company objectives.
- Analyzed data on client behavior patterns to inform future account management strategies, resulting in higher retention rates.
- Attended monthly sales meetings and quarterly sales trainings.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Sales Acquisition
Scope Markets
07.2020 - 12.2020
- Closing leads
- Cold calling leads from marketing, 120 calls daily Monday to Friday
- Responding to emails from clients.
- Responding to leads and clients Whats App messages
- CRM management
- Handling incoming calls
- Product Introduction to leads and clients
- Platform introduction to new client (Company App, Meta trader 4 and 5, Ctrader, webtrader and Trading view)
Forex Trainer
Self Employed Web
11.2017 - 06.2020
- Monitored participant workflow and behaviors throughout training process.
- Implemented diverse instructional methods, optimizing trainee engagement.
- Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
- Delivered instructional presentations on Forex Trading
- Created and oversaw Forex training programs as i monitored the progress of clients after they start trading in a live a account
- Trained Traders on Fundamental Analysis
- Trained Clients on Technical Analysis
- Trained clients on risk Management
- Trained clients on emotion management when trading
- Trained clients on how to create and maintain a trading journal
Introducing Broker (IB)
ICMarkets, Scope Markets, XM Global
02.2016 - 06.2020
- Worked with Individual clients and groups to Diversify their Investments into the Financial Markets
- Exceeded My own set sales targets consistently by utilizing effective marketing techniques through, word of mouth, Facebook, Whats app, Instagram and training, and focusing on relationship-building with prospective clients.
- Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
- Networked to identify potential new clients and expand geographic territories.
- Maintained up-to-date knowledge of industry trends, ensuring that clients received the most accurate information to make informed decisions about their investments.
- Participated in ongoing professional development opportunities, staying current on industry advancements and enhancing skills to better serve clients.
- Completed trades on Nasdaq 100 Index, increasing profits 6.8% monthly for clients through Copy trading
- Utilized advanced technology tools to streamline operations and improve efficiency within the brokerage team.
- Discussed financial options with clients and provided informed suggestions.
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Created and implemented strategic trading approaches.
- Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns. This was done through copy trading
Education
Certificate - Securities & Investment
Chartered Institute For Securities & Investment
London10.2021
Accounting Technicians Finalist - Accounting
Kenya Accountants And Secretaries
Nairobi, Nairobi Province, Kenya12.2012
High School Diploma -
Kalama High School
Machakos, Machakos District, Kenya03.2004
Skills
- Sales strategy development
- Team Management
- Cold-calling
- Sales Forecasting
- Client Relationship Building
- Consultative Sales Techniques
- Stock management
- Client acquisition
- Payment Processing
- Staff Training and Development
- Visual Displays and Presentations
- Sales pitching
- Client Relationship Management
- Sales Coaching
- Sales Training
- Staff Supervision
- Lead Generation
- Negotiation
- Persistent and Resilient
Accomplishments
- Directed a team of 17 personnel bringing in $15,000,000 per year.
- Accomplished 26000 new funded Accounts per year through cold calling.
- Increased yearly revenue by 62% in 2023.
- Supervised team of 17 staff members.
- Achieved 1.2 Billions Notional traded volumes through effectively helping with Copy trading for Master and followers.
Reading, Critical Thinking, Listening to Educational Podcast
Books are compressed peoples' experiences that's why i read them. I get to understand something through someones else's experience; something i want to do.
My critical thinking when i am reading is, i will spend a month studying a book and do according to instructions of the book and achieve what the author achieved or taught about through the book in a year or less.
Educational Podcasts is what i listen while driving around.
Timeline
Sales Team Leader
Ingot Brokers
01.2023 - 01.2024
Business Development Manager
Scope Markets
08.2022 - 12.2023
Senior Account Manager, Retention
Scope Markets
01.2021 - 07.2022
Sales Acquisition
Scope Markets
07.2020 - 12.2020
Forex Trainer
Self Employed Web
11.2017 - 06.2020
Introducing Broker (IB)
ICMarkets, Scope Markets, XM Global
02.2016 - 06.2020
Certificate - Securities & Investment
Chartered Institute For Securities & Investment
Accounting Technicians Finalist - Accounting
Kenya Accountants And Secretaries
High School Diploma -
Kalama High School
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