Financial Sales Executive at Culminate Consulting

Job Description

• Manage key accounts 
• Develop positive relationships with clients
• Organize regular client meetings to discuss their requirements 
• Act as the point of contact and handle customers’ individual needs
• Generate new business using existing and potential customer networks
• Resolve conflicts and provide solutions to customers in a timely manner
• Supervise account representatives to ensure sales increase
• Report on the status of accounts and transactions
• Set and track sales account targets, aligned with company objectives
• Monitor and report on sales performance analytics (e.g. quarterly sales results and annual forecasts)
• Suggest actions to improve sales performance and identify opportunities for growth

Qualifications/Requirements

• Proven work experience as a Sales account executive in a financial institution
• Hands on experience with customer service
• An ability to gasp clients needs and to increase customer engagement
• Solid knowledge of CRM software and MS Office (MS Excel in particular)
• Understanding of sales performance metrics
• Excellent communication and negotiation skills
• Analytical and time-management skills
• BSc degree in Business Administration, Marketing or relevant field