Company Description PT AGRODANA BANDUNG is a full-service broker offering a comprehensive range of trading and investment services to individual and institutional clients. The company operates as a legal and transparent broker, prioritizing regulatory compliance and client trust. Clients benefit from instant deposits into segregated accounts, ensuring clear separation of company and client funds for added security. Withdrawals are processed efficiently, typically within one hour, reflecting the company's commitment to responsive service and strong customer support.
Role Description This is a full-time, on-site Account Executive role based in Bandung. The Account Executive will manage and grow a portfolio of clients by providing timely information on products and services, handling inquiries, and offering tailored solutions that align with clients trading and investment objectives. Daily responsibilities include prospecting new clients, following up on leads, conducting client meetings, and maintaining accurate records of interactions and agreements. The role also involves collaborating with internal teams to resolve client issues, supporting account opening and transaction processes, and ensuring clients understand the broker's services, including deposit and withdrawal procedures.
Qualifications
- Strong client relationship management skills, including the ability to build trust, handle objections, and maintain long-term partnerships.
- Sales and negotiation skills to identify opportunities, present solutions clearly, and close deals effectively.
- Solid communication skills, both verbal and written, with the ability to explain financial products and processes in a clear, accessible manner.
- Basic understanding of financial markets, brokerage services, and trading concepts, with a willingness to continue learning.
- Attention to detail and organizational skills to manage client information, documentation, and follow-up activities accurately.
- Proficiency in common office software and CRM tools to support daily reporting, client tracking, and collaboration.
- Bachelor's degree in Business, Finance, Marketing, or a related field preferred, or equivalent professional experience in a similar role.
- Ability to work on-site in Bandung, meet performance targets, and adapt to a fast-paced, client-focused environment.
