External Sales and Service Advisor OBR
Core
Deliver exceptional customer experience by understanding individual needs and providing tailored, value-adding financial solutions in a fast-paced environment.
Role type
External Sales and Service Advisor
Builds
Banking products and services for a portfolio of clients
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
sales processes, client relationship management, market analysis, regulatory compliance, lead generation, end-to-end client management, sales target achievement, product knowledge, proposal preparation, internal dependency management
Preferred skills
proactive innovation, cross-selling, competitor analysis, business portfolio growth
Responsibilities
Apply sales processes to achieve targets and build client relationships; retrieve qualified leads and contact existing or new customers to generate sales; contact prospective clients to sell banking products; deliver end-to-end client management including proposal preparation and deal closure; analyze competitor information and monitor market trends; track and influence sales activities to meet targets.
Seniority
Individual Contributor