Internal Sales Executive - Finance

Internal Sales Executive - Finance

Full-Time 34000 - 36000 £ / year (est.) No home office possible
Sublime Resourcing Limited

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 culture of respect and high performance.
  • Benefits: Competitive salary, yearly bonus, amazing benefits package, and opportunities for learning.
  • Other info: Exciting opportunity for growth in a fun, entrepreneurial atmosphere.
  • Why this job: Kickstart your finance career with no specific experience needed – just bring your passion!
  • Qualifications: Sales experience or a keen interest in finance; self-motivated and eager to learn.

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. 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 Bank's 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: Sublime Resourcing Limited

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.
Sublime Resourcing Limited

Contact Detail:

Sublime Resourcing Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Internal Sales Executive - Finance

✨Tip Number 1

Get to know the company inside out! Research their values, products, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

✨Tip Number 2

Practice your phone skills! Since this role is all about engaging with clients over the phone, make sure you’re comfortable with cold calling. Role-play with a friend or use a mirror to boost your confidence.

✨Tip Number 3

Network like a pro! Connect with current employees on LinkedIn, join relevant groups, and attend industry events. Building relationships can give you insider info and even referrals that could land you an interview.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.

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

Telephone Manner
Self-Motivation
Desire to Learn
New Business Origination
Outbound Calling
Direct Prospecting
CRM Utilisation
Lead Qualification
Data Profiling
Cross-Selling
Sales Funnel Management
KPI Achievement
Understanding of Financial Products
Team Collaboration
Communication Skills

Some tips for your application 🫡

Show Your Enthusiasm: When writing your application, let your passion for finance and sales shine through! We want to see that you're excited about the opportunity and eager to learn. A bit of personality can go a long way in making your application stand out.

Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience, even if it’s not directly in finance. We’re looking for a great telephone manner and self-motivated spirit, so showcase any skills or experiences that demonstrate these qualities.

Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and fluff. Make it easy for us to see why you’d be a great fit for the Internal Sales Executive role!

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our amazing team!

How to prepare for a job interview at Sublime Resourcing Limited

✨Know Your Stuff

Before the interview, make sure you research the bank and its offerings. Understand the basics of Corporate FX and Cash Deposits, as well as the value proposition they provide to clients. This will show your genuine interest in the role and help you articulate how you can contribute.

✨Practice Your Pitch

Since this role involves a lot of client engagement over the phone, practice your telephone manner. Role-play with a friend or family member to get comfortable with cold calling and appointment setting. Focus on being clear, concise, and engaging – you want to make a great first impression!

✨Show Your Motivation

During the interview, highlight your self-motivated spirit and desire to learn. Share examples from your past experiences where you've taken the initiative or gone above and beyond. This will resonate well with the bank's entrepreneurial culture and demonstrate that you're a great fit.

✨Ask Smart Questions

Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, training opportunities, or how success is measured in the role. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.

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