Business Development Representative – SME Forex

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TreasuryONE (Pty) Ltd

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

💸 Finance

💳 Fintech

🏦 Banking

Finance • Fintech • Banking

TreasuryONE (Pty) Ltd. is a leading treasury services company in South Africa, specializing in risk management, liquidity management, and corporate banking solutions. With over 25 years of experience, they provide expert services in areas such as forex, commodity trading, interest rate risk, and cash flow forecasting while also offering technology-driven treasury management systems. Trusted by a significant number of corporates, TreasuryONE enables businesses to navigate financial success with tailored treasury solutions.

📋 Description

• 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