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Junior FX Sales

Posted 3 days ago

  • Reading, Berkshire
  • Any
  • External
  • Expires In 3 months
Our client is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Their culture gives them the edge: they work hard to find colleagues who'll think out of the ordinary and they put them in environments where they'll flourish. They combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves. Are you interested in a career in Treasury Product Sales? Are you interested in joining a strategic sales team geared around foreign exchange risk solutions? Are you good at building relationships with finance leaders in fast growing companies? What is the purpose of the role? The Corporate Treasury Business has set up a new dedicated origination team in 2022. The team is an essential driver for our clients growth plan. The team will be responsible for identifying and making first contact new-to bank companies in the UK. The team members, made up of a mix of banking, non-banking, sales, and non-sales backgrounds. Working across all our product specialisms: Corporate FX and Deposits you will be responsible for delivering our treasury wide new business origination campaigns. You will be required to perform tasks commensurate with the facilitation of new business across all treasury products via outbound direct calling of potential customers, direct prospecting / marketing. The role will require you to research, qualify and develop a warm pipeline for Sales Specialists across all products. This will enable them to focus on the acquisition of new customers to use products and services offered by our client. What are the key responsibilities? New Client Engagement Engage with new clients based on a defined target based approach and facilitate well qualified introductions to relevant teams across the TRS Working as part of a team to set agreed deadlines and targets. Fully utilising CRM and working within the set parameters. Gaining a detailed understanding of the bank offering. Booking appointments for sales specialists. Identifying appropriate cross selling opportunities to maximise our customers' journey. Monitoring appointments through the sales funnel'. Help to create a culture of high performance Lead Qualification: Ensure leads in CRM system are valid and complete Qualify lead to justify a good understanding of how our value proposition will suit the customer's requirements Research additional information on lead, e.g. current dealing arrangement. Business ownership size and potential wallet share. Data Cleansing All records in CRM are up to date and correct Research new leads and develop opportunities Research and upload new leads into CRM system Conduct research into lead territories and industry vertical Sales Support Support the sales team with research and meeting preparation including preparing meeting presentations and packs Understand and verbalise the banks value proposition As skills progress, call potential clients with a view to setting up meetings for the sales team Maintain professional office, phone and sales manner Meet and strive to beat specific KPI's and targets Meet and exceed KPI targets around certain key objectives, e.g. daily calls, leads qualified and appointments generated. What core skills and knowledge are we looking for? Able to build strong relationships internally and externally Requires a good understanding of all Corporate Bank products As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. Our client offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. Here is a selection of what they offer Wellbeing Wellbeing Subsidy, Corporate Gym Membership, Virtual GP, Peppy Health App (Fertility, Menopause and Early Parenthood), Optional Private Medical & Dental Insurance Monetary Non-contributory Pension & Discretionary Bonus Life & Income Protection Life Assurance, Critical Illness & Income Protection Travel Season Ticket Loan & Electric Vehicle Scheme Embedded in their culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. They want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to their purpose and values as an organisation.
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