DIAGO FINANCE

JOB DESCRIPTION

Sales Manager / Senior Sales Manager – Individual Contributor

Designation

Sales Manager / Senior Sales Manager

Department

Sales & Business Development

Location

Bangalore

Employment Type

Full-Time

Role Type / Reporting

Individual Contributor / Management or Business Head

1. Role Purpose

The Sales Manager will be responsible for personally driving new client acquisition and revenue generation for Diago Finance, with a strong focus on prospecting, client engagement, product presentation, follow-ups and conversion.

This is a frontline revenue-generating Individual Contributor role, rather than a people-management position.

2. Key Responsibilities – New Client Acquisition

· Personally identify and develop new prospects through outbound calling, LinkedIn/networking, referrals, existing client references, business networks, digital and marketing-generated leads, and strategic partnerships.

· Build and maintain a personal sales pipeline.

· Qualify prospects based on their trading/investment interests, experience and requirements.

· Maintain consistent daily prospecting activity.

3. Client Consultation & Product Presentation

· Understand client requirements and trading/investment interests.

· Present relevant Diago Finance services and products using company-approved information.

· Explain relevant platform functionality and demonstrate MT5 where applicable.

· Explain trading concepts, applicable conditions, tools and risks accurately.

· Communicate market-related information clearly and professionally.

Relevant market/product areas include Forex, Precious Metals, Energy Commodities, Indices, Shares, Crypto and Futures, subject to the products and services approved for the applicable Diago Finance entity and client jurisdiction.

4. Trading & Financial-Market Knowledge

· Forex markets and currency pairs

· Gold and other precious metals

· Commodities and energy markets

· Global indices

· Shares/stock CFDs

· Crypto markets

· Futures

· CFDs and leveraged trading

· Basic technical analysis

· Fundamental market drivers

· Risk management

· Leverage and margin

· Spread and execution

· Trading psychology

· MT5 functionality

5. Sales Conversion Responsibilities

The candidate will personally manage the complete sales cycle:

Lead → Qualification → First Conversation → Requirement Understanding → Product/Platform Presentation → Follow-up → Account Opening → Funding/Activation → Relationship Development

· Handle client objections professionally.

· Follow up with prospects systematically.

· Explain platform features and applicable trading conditions.





· Coordinate account-opening requirements with relevant teams.

· Track prospects through CRM.

· Re-engage inactive or unconverted prospects.

· Develop referral opportunities from existing clients.

6. Client Relationship Management

· Develop long-term professional relationships with clients.

· Understand client trading interests and experience.

· Provide accurate company-approved information.

· Coordinate with support/operations teams for client requirements.

· Monitor client engagement and maintain professional communication throughout the client lifecycle.

7. Business Development

· Develop a personal network of traders, investors, entrepreneurs and relevant business contacts.

· Explore referral and partnership opportunities.

· Develop relationships with financial-market communities and business networks.

· Identify qualified prospects independently rather than depending entirely on company-generated leads.

8. Daily Sales Activities

· New prospects – personally generate

· Outbound calls – daily

· Connected conversations – daily

· Qualified leads – daily

· Product presentations – daily/weekly

· Follow-ups – daily

· Appointments – weekly

· Account openings – track

· Active/funded clients – track where applicable

· Revenue – monthly target

· Referral/IB opportunities – develop

9. CRM & Sales Reporting

· Lead source and client profile

· Trading interest

· Last interaction and next follow-up

· Lead stage and client objections

· Expected conversion date

· Account-opening status

· Funding/activation status

· Revenue/contribution

10. Key Performance Indicators

· New qualified prospects

· Calls and connected conversations

· Client meetings/appointments

· Product presentations

· Account-opening conversions

· Active/funded client acquisition, where applicable

· Revenue generated

· Lead-to-client conversion

· Follow-up efficiency

· Personal pipeline value

· Referral/IB business generated

· Client retention/engagement

11. Required Experience

Preferred experience: 3–7 years.

· Forex / CFD brokerage

· Financial markets

· Trading platforms

· Wealth management

· Investment sales

· Stock broking

· Commodities

· Fintech

· Investment products

· B2C financial sales





· HNI relationship management

Brokerage/Forex/CFD sales experience should be strongly preferred for a Senior Sales Manager position.

12. Mandatory Skills

Sales Skills

· Strong cold-calling ability

· Consultative selling

· Lead qualification

· Objection handling

· Negotiation

· Closing

· Pipeline management

· Relationship building

Financial-Market Skills

· Forex knowledge

· CFD understanding

· MT5 knowledge

· Leverage/margin concepts

· Technical-analysis basics

· Market terminology

· Risk-management understanding

· Understanding of global markets

Communication

· Excellent English communication

· Strong presentation skills

· Ability to communicate trading concepts simply

· Professional client handling

· Solid follow-up discipline

13. Ideal Candidate Profile

The ideal candidate should be able to generate their own leads, understand financial markets, speak confidently with traders/investors, demonstrate a trading platform, manage the complete sales cycle and personally close business.

14. Role Structure

This position is primarily an Individual Contributor role. Team management, delegation and employee performance responsibilities are secondary and should not be the primary basis for performance evaluation.

Primary focus: personal business generation, qualified client acquisition, pipeline development and conversion.

15. Compliance & Client Communication

The Sales Manager must use only company-approved product information and communications. Trading and financial-market products involve risk, and employees must not represent trading as risk-free or guarantee profits or returns.

The actual target geography, client eligibility and sales process must be aligned with the applicable Diago Finance entity, licensing and compliance requirements.

16. Compensation

· Salary: As per candidate experience and Management structure

· Incentives: Performance-based incentives / commissions

· Other Benefits: As per company policy

17. Role Objective

To personally drive Diago Finance's client acquisition and revenue growth by developing a strong individual sales pipeline, engaging qualified financial-market prospects, presenting relevant services professionally, and converting opportunities into genuine client relationships while maintaining approved and compliant client communication.

Pay: ₹30,000.00 - ₹50,000.00 per month

Application Question(s):

- Do you have experience in Trading & Financial-Market Knowledge?

Experience:

- Business development: 3 years (Preferred)

Location:

- Mahalakshmi Layout, Bengaluru, Karnataka (Preferred)

Work Location: In person

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