Account Manager

6 months ago


Toronto, Canada OTT Financial Group Full time

OTT Financial Group is the parent organization of a group of financial services and investment companies. We leverage cutting-edge fintech innovations to bring excellent financial advice and best-in-class wealth management to our customers and business partners. Empowering 5,000+ merchants and hundreds of thousands of individual clients across Canada, we are the home to a wealth of expertise in forex and securities trading, mobile and cross-border payment, and investment fund management.

We are ambitious, results-focused, and forward-looking. At OTT, you’ll get numerous opportunities to learn and grow, alongside a cohort of talented people from diverse backgrounds and industries. Tackling business challenges in a collaborative and innovative environment, you’ll be encouraged to be your best self and make a meaningful impact.

We are looking for experienced Account Managers to support our business growth in Toronto and Montreal. The primary responsibility is to develop the client base, identify clients’ needs, and promote company’s products and services. This role also involves working with internal teams to ensure a coordinated approach to satisfy clients.

**Responsibilities**:

- Develop clients through networking, seminars, and referrals
- Understand the needs of clients and build trusted relationships with them
- Promote the company's financial products & services to address clients’ needs
- Work with internal teams to identify and recommend cross-sell opportunities
- Drive revenue growth by acquiring new clients, closing sales and meeting targets
- Prepare weekly, monthly and ad-hoc reports to the management team
- Represent the company in a professional manner and adhere to a proper work ethic
- Perform other duties as assigned or requested

**Requirements**:

- 2+ years of experience in a customer-facing, sales or client relationship building role
- Exceptional focus on customer service
- Working experience in financial services sectors preferred
- Post-secondary education or equivalent
- Self-motivated, resourceful, entrepreneurial and relationship-focused.
- Exceptional interpersonal skills and ability to interact with all personality types
- Excellent communication and presentation skills
- Strong attention to details and solid problem-solving skills
- Mandarin proficiency is a definite asset in order to service our Mandarin speaking clients. For the positions based in Montreal, French proficiency is mandatory.

You will be part of a highly collaborative, growing, and developing team that is critical to meeting our strategic goals within a highly engaged, productive, and innovative environment.

Accommodations for job applicants with disabilities are available upon request.



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