Develop clients through networking, seminars, and referrals Understand the needs of clients and build trusted relationships with them Promote the company’s financial products & services to address clients’ needs Work with internal teams to identify and recommend cross-sell opportunities Drive revenue growth by acquiring new clients, closing sales and meeting targets Prepare weekly, monthly and ad-hoc reports to the management team Represent the company in a professional manner and adhere to a proper work ethic Perform other duties as assigned or requested
系统翻译:
通过网络、研讨会和推荐来开发客户 了解客户的需求并与他们建立信任关系 推广公司的金融产品和服务以满足客户的需求 与内部团队合作,识别和推荐交叉销售机会 通过收购新产品和服务来推动收入增长向管理团队准备每周、每月和临时报告 以专业的方式代表公司并遵守适当的职业道德 履行分配或要求的其他职责
2+ years of experience in a customer-facing, sales or client relationship building role Exceptional focus on customer service Working experience in financial services sectors preferred Post-secondary education or equivalent Self-motivated, resourceful, entrepreneurial and relationship-focused.
Exceptional interpersonal skills and ability to interact with all personality types Excellent communication and presentation skills Strong attention to details and solid problem-solving skills Mandarin proficiency is a definite asset in order to service our Mandarin speaking clients.
For the positions based in Montreal, French proficiency is mandatory.
系统翻译:
拥有 2 年以上面向客户、销售或客户关系建立职位的经验 特别注重客户服务 有金融服务行业工作经验者优先 高等教育或同等学历 自我激励、足智多谋、具有创业精神并注重关系。
出色的人际交往能力以及与所有性格类型互动的能力出色的沟通和表达能力对细节的高度关注和扎实的解决问题的能力普通话熟练程度是为我们的普通话客户提供服务的绝对资产。
对于蒙特利尔的职位,法语水平是强制性的。