Commercial Sales Agent Tied-23
Core
Execute account development strategies and sales business plans to achieve medium-sized sales targets for financial products and services.
Role type
Commercial Sales Agent
Builds
Financial products and services
Domain
Financial Services
Deliverable
product features
Required skills
Client Management, Data Analysis, Sales, Financial Advice, Regulatory Compliance, Numerical Aptitude, Report Preparation, Relationship Management, Action Planning, Oral Communications
Preferred skills
External professional accreditation, Technology proficiency, Industry best practices knowledge
Responsibilities
Conduct research and analyze data to identify key themes and trends; Provide specialist advice on policies and procedures; Develop and implement relationship management plans for existing customer accounts; Handle the financial advice process for specific client segments; Sell simple products and services directly to customers; Maintain knowledge of organizational policies and regulatory codes.
Seniority
Individual Contributor
