Institutional Sales

Major responsibilities

• Participate actively in the promotion in the banks large range of products and pursue new relationships.
• Win new business for  the Banks products (pooled fund solutions and segregated accounts) from institutional prospects
• Participate in internal/external sales presentations to prospects.
• Identify cross-selling opportunities and organize joint calls with product experts from the group.
• Work with marketing, sales and client service team to leverage existing relationships.
 

Key requirements:

April 23, 2013 • Tags: , • Posted in: Financial

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