Internal Sales Executive - Finance

Internal Sales Executive - Finance

Full-Time 34000 - 36000 £ / year (est.) No working from home possible
Resourcing Group

At a Glance

  • Tasks: Engage new clients and support sales teams in a dynamic investment banking environment.
  • Company: Join a globally recognised investment bank with a fun, high-performance culture.
  • Benefits: Competitive salary, yearly bonus, amazing benefits package, and learning opportunities.
  • Other info: Dynamic team environment with excellent growth potential and support for your career journey.
  • Why this job: Kickstart your finance career with no specific experience needed—just your passion and motivation!
  • Qualifications: Sales experience or a keen interest in finance; a great telephone manner is essential.

The predicted salary is between 34000 - 36000 £ per year.

An incredible opportunity to be part of one of the most exciting Investment Banks in the world within a Sales capacity and with a chance to learn about the wider bank and find a career path that could be beyond your wildest dreams. The bank's people share a passion for high performance, client focus and an entrepreneurial spirit. Together they encourage a culture of respect, fun and a working environment that encourages extraordinary performance.

Working across the product specialisms: Corporate FX and Cash Deposits; you will be responsible for delivering their treasury wide new business origination campaigns. NOTE - NO SPECIFIC INDUSTRY EXPERIENCE REQUIRED - JUST A GREAT TELEPHONE MANNER AND SELF-MOTIVATED SPIRIT WITH A DESIRE TO LEARN!

You will be required to perform tasks commensurate with the facilitation of New Business across all treasury products via outbound direct calling of potential customers, direct prospecting / marketing. The role will require you to research, qualify and develop a warm pipeline for Senior Sales Specialists across all products. This will enable them to focus on the acquisition of new customers to use products and services offered by the bank.

BASE SALARY c£34,000/36,000 + YEARLY BANKING BONUS (c£6,000) - and an AMAZING BENEFITS PACKAGE AND AN INCREDIBLE OPPORTUNITY TO LEARN AND DEVELOP INSIDE A GLOBALLY RECOGNISED INVESTMENT BANK.

Key Responsibilities:
  • New Client Engagement: Engage with new Corporate Clients based on a defined target based approach and facilitate well qualified introductions to relevant teams.
  • Working as part of a team to set agreed deadlines and targets.
  • Fully utilising CRM and working within the set parameters.
  • Gaining a detailed understanding of the group offering.
  • Booking appointments for sales specialists.
  • Identifying appropriate cross selling opportunities to maximise our customers' journey.
  • Monitoring appointments through the 'sales funnel'.
  • Profiling of Data / Financial Documents: Help to create a culture of high performance.
  • Lead Qualification: Ensure leads in CRM system are valid and complete.
  • Qualify leads to justify a good understanding of how the value proposition will suit the customer's requirements.
  • Research additional information on lead, e.g. current dealing arrangement, business ownership size and potential wallet share.
  • Data Cleansing: Ensure there are no duplicate leads in CRM system.
  • Ensure all leads are allocated to the correct salesperson.
  • All records in CRM are up to date and correct.
  • Research New Leads and Develop Opportunities / Sales Support / Understand and Verbalise the Banks Value Proposition / Generate Client Meetings for the Sales Team / Meet and Strive to Beat Specific KPI's and Targets.
KEY EXPERIENCE REQUIRED:
  • 3/6 Months + Sales Experience / Cold Calling or Appointment Setting - Graduate Candidates also considered.
  • Bachelor's Degree in a Business or Sales discipline.
  • Ability to Articulate Simply.
  • A Keen Interest in Finance and a Desire to Learn.
  • A Humble, Hard-Working Attitude and Entrepreneurial Spirit.

Internal Sales Executive - Finance employer: Resourcing Group

Join a globally recognised investment bank that champions high performance and client focus, offering an exceptional work culture where respect and fun thrive. With a competitive salary and an impressive benefits package, this role as an Internal Sales Executive in Finance provides unparalleled opportunities for personal and professional growth, allowing you to carve out a rewarding career path while learning from industry leaders.

Resourcing Group

Contact Details:

Resourcing Group Recruitment Team

We think you need these skills to ace Internal Sales Executive - Finance

Telephone Manner
Self-Motivation
Desire to Learn
New Business Origination
Outbound Direct Calling
Prospecting
CRM Utilisation