Description:
Support the cash management sales manager and team by positioning the products strategically and coordinate a solution for corporate clients by preparing pro-forma, agreements, presentation materials, etc., to further expand the business and meet annual sales target.
Role Objectives
- Build strong rapport with internal RMs and external clients to identify client needs in order to offer appropriate solutions.
- Proactively follow-up on pending deals, keep track of each deal, provide status updates to sales manager & relationship manager, update sales pipeline and report the progress weekly & monthly to all relevant teams.
- Build the robust sales pipeline independently by working with RMs in US and other regions.
- Participate in client meetings to present the solution and demonstrate products/services.
- Work closely between all areas within the bank and communication with clients during the implementation stage to ensure satisfactory experience for clients.
- Communicate frequently with product management team to be aware of any product updates/enhancements.
- Build strong sales pipeline together with other sales team members and report KPI results to management.
- Attend training sessions, seminars, and conferences to continue to learn new products & services, competitor landscapes, and more.
Qualifications and Skills
- BA/BS or equivalent experience
- 5+ years of client facing role at a major financial institution
- Strong knowledge of Corporate Cash Management / Treasury services
- Strong team player
- Excellent communication skills both verbal and writing
- Ability to work under pressure and meet time critical deadlines
- Ability to prioritize tasks and manage the time effectively
- Proficient skills on MS Excel & PowerPoint