At a Glance
- Tasks: Engage new clients and support sales specialists in a dynamic investment banking environment.
- Company: Join a globally recognised investment bank with a culture of respect and high performance.
- Benefits: Competitive salary, yearly bonus, and an amazing benefits package.
- Other info: Perfect for self-motivated individuals eager to learn and grow in a fast-paced environment.
- Why this job: Kickstart your finance career with incredible learning opportunities and a supportive team.
- Qualifications: Sales experience or a keen interest in finance; no specific industry experience required.
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......!
Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.
The banks 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. xiskglj
- 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 Entreprenurial Spirit.
Sales Executive - Finance in Reading employer: Resourcing Group
At MHCLG, we pride ourselves on being an exceptional employer dedicated to making a positive impact in the UK. Our remote working model offers flexibility while fostering a collaborative culture that values innovation and continuous improvement. With opportunities for professional growth and development, you will be part of a mission-driven team committed to empowering communities and enhancing recruitment processes through cutting-edge technology.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive - Finance in Reading
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Resourcing Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Sales Executive - Finance in Reading
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Resourcing Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Resourcing Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Resourcing Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Resourcing Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Resourcing Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Resourcing Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
