Maintain and Build sales relationships with clients and generate leads to ensure that the financial targets are met with minimal errors and ensuring personal growth is achieved, whilst promoting the company brand.

Minimum Academic, Professional Qualifications & Experience required for this position

Undergraduate Degree in Finance/Accounting or related
6 – 36 months experience in a sales position with a Financial Background – prefably asset management
Ability to understand and analyse Financials
Persuasive and influential personality
Driver’s License: Code 08 and own reliable transport

Behavioral Requirements

Core Competencies:
– Exceptional communication both written and spoken
– Project management
– Creative approach to work
– Ability to accept responsibility
– Relationship Management
– Solution Management
– Financial Analyse

General Competencies:
– Detail and Deadline oriented
– Ability to work without supervision
– Excellent Time Management Skills
– Ability to work within a team

Manage and Maintain pipeline reports required by Divisional Head/Sales Manager
Ensure that five (5) new clients/supplier meetings are set-up per week and/or ensure effective maintenance of key accounts within portfolio.
Ensure that six (6) new clients/suppliers are brought on board bi-annually by means of cold calling and lead generating.

Build list to phone every week, through CRM and Networking, IT Web, Matrix, expos, existing suppliers
Establish comprehensive clients/suppliers list who the company would want on board so we can get them as a customer who regularly uses our company 
Update and Manage CRM and/or key accounts to ensure there is no duplication with any other BDO with regards to contacting clients/suppliers

Measure the quality of submissions of business & credit deals to credit and /or PCC (pending and declined) – feedback from credit monthly on quality of deals by keeping an asset register