- Manage a portfolio of accounts to achieve long-term success
- Develop positive relationships with clients
- 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 sales metrics (e.g. quarterly sales results and annual forecasts)
- Suggest actions to improve sales performance and identify opportunities for growth
Sales Expertise: Proven experience in sales, especially in the financial or banking sector, with a strong ability to close deals and build lasting relationships.Industry Knowledge: Understanding of banking products such as loans, deposits, credit cards, treasury management, and investment services.Communication Skills: Strong verbal and written communication skills to engage clients, present solutions, and negotiate terms.Relationship Building: Ability to establish trust and rapport with clients and stakeholders.Problem-Solving: Analytical thinking to understand complex client needs and provide appropriate solutions.Goal-Oriented: Track record of meeting or exceeding sales targets in a competitive environment.Compliance Awareness: Knowledge of banking regulations and risk management processes.Educational Background: A degree in Business, Finance, Economics, or a related field is typically preferred. Professional certifications such as CFA, CAIA, or relevant banking certifications can be a plus.