Company
Financial Services
TransactionalFXSales
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Transactional FX Sales. Skills: Transactional FX Sales, Client relationship management, Revenue generation. Generate revenue. Promote bank offerings”
What You'll Achieve.
Generate revenue; Improve client retention; Improve wallet share; Strengthen controls
Industry & Context.
Sophisticated analytical thought; Interpretative thinking; In-depth analysis
Regular travel, Certified role, Mandatory regulatory qualifications
What They're Looking For.
Must Have
Experience in Foreign Exchange sales, Manage customer portfolio, Deliver commercial outcomes, Numerical and financial literacy, Interpret client data, Interpret trading activity, Experience using internal MI systems
Nice to Have
Knowledge of FX products, Knowledge of dealing channels, Knowledge of trading activity, Experience negotiating pricing, Understanding of regulatory requirements, Experience working with coverage teams, Experience working with relationship teams
What You'll Do.
Promote bank offerings
Identify potential customers
Analyze customer needs
Stay abreast of market trends
Stay abreast of competitor strategies
Create customer profiles
Tailor sales approaches
Tailor product recommendations
Manage customer relations
Execute customer support
Resolve customer issues
Understand financial goals
Understand financial challenges
Understand banking product features
Understand banking product benefits
Understand banking product risks
Understand banking product compliance
Communicate product insights
Develop sales pitches
Develop sales proposals
Showcase value proposition
Convert leads to customers
Collect customer feedback
Analyze customer feedback
Support report development
Inform product development
Inform sales strategies
Monitor lead conversion rates
Monitor customer acquisition costs
Assess sales performance
Identify areas for improvement
Build client relationships
Deliver FX market insight
Support growth in market share
Engage with senior stakeholders
Identify opportunities to improve retention
Identify opportunities to improve wallet share
Manage end-to-end sales process
Ensure consistent client experience
Analyze client trading patterns
Identify opportunities from trading patterns
Maintain awareness of competitor activity
Maintain focus on risk
Maintain focus on controls
Ensure regulatory compliance
Advise key stakeholders
Compare complex alternatives
Select complex alternatives
Develop innovative solutions
Adopt outcomes of research
Build trusting relationships
Achieve key business objectives
How You'll Work.
Team & Collaboration
Coverage teams; Cross-functional teams; Internal stakeholders; External stakeholders
Communication Scope
Client communication; Stakeholder engagement
Full Job Description
# **Job Description** **Purpose of the role** To generate revenue and promote the bank's diverse product and service offerings to various customer segments. **Accountabilities** * Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies. * Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations. * Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges. * Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs. * Development of compelling sales pitches and proposals that showcase the value proposition of the bank's offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank. * Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies. * Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement. **Vice President Expectations** * To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escala
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