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Job Summary
Key Responsibilities
Partner Acquisition & Outreach
- Identify and source potential IB partners across social media platforms such as Instagram, Facebook, TikTok, LinkedIn, and Twitter
- Conduct outreach via Zailab or WhatsApp calls to present company offerings to new and existing clients
Daily Duties
- Research and gather relevant information about potential IBs prior to engagement, including:
- Type (Broker, Trader, or IB)
- Current partnership deals
- Total number of clients
- Deposits and net deposits
- Present and negotiate partnership offers based on IB profiles and business potential
- Prepare and send IB Agreements promptly once terms are agreed upon
- Reshare and repost IB content across company social media platforms
- Distribute marketing materials to IBs weekly via broadcast lists
Relationship Management
- Respond to IB queries, concerns, and requests promptly and professionally
- Collaborate with IBs to develop strategies that increase client acquisition and deposit growth
- Examples: hosting seminars, creating social media content, and improving promotional activity
- Conduct weekly check-ins to maintain strong, productive partnerships
- Monitor IB activity on social media to ensure consistent promotion of the brand
Administration & Reporting
- Maintain accurate records of all IB partners using personal spreadsheets
- Complete and update the Account Managers Tracking Sheet regularly
- Monitor IB performance, including total clients and deposit growth, to ensure continuous progress
Requirements
- Proven experience in account management, sales, or partnership management (preferably in finance/trading industry)
- Strong negotiation and communication skills
- Ability to build and maintain long-term business relationships
- Highly organized with strong administrative and reporting skills
- Familiarity with social media platforms and digital marketing strategies
- Self-motivated, target-driven, and proactive
Key Competencies
- Relationship building
- Strategic thinking
- Negotiation skills
- Attention to detail
- Time management
Offices based in Century City, Cape Town
Neo Brokers (Pty) Ltd
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