Job purpose工作目标 A Sales Executive is responsible for promoting financial and related products and services to individuals and businesses. They interact with customers, provide information and advice on financial products, and assist customers. They meet sales targets, achieve customer satisfaction, and contribute to the growth of the business. 销售专员负责向个人和企业推广金融及相关产品和服务。与客户沟通并提供有关金融产品的信息和建议，以协助客户完成相应目标。积极实现销售目标，促进客户满意度，从而推动业务增长。
Duties and responsibilities工作职责 Achieve sales targets and revenue goals set by the Company; 实现公司设定的销售目标和收入目标；
Accountable for new client acquisition. 负责获取新客户；
Generate leads using various channels, professional networks and connecting with corporate clients. 利用各种渠道、专业网络和与企业客户的联系，创造销售线索；
Contact potential or existing customers to inform them about a product or service using scripts. 使用文本联系潜在客户或现有客户，向他们介绍产品或服务；
Handle and resolve customer queries, provide financial advisory and close deals. 处理并解决客户疑问，提供财务咨询并达成交易；
Ensure customer profiling and categorize the customers. 确保对客户进行分析和分类；
Deal with corporate organizations, initiate tie-ups and promote financial products. 与企业组织打交道，发起合作并推广金融产品；
Maintain positive long-term relationships with strategic customers; 与战略客户保持积极的长期关系；
Achieve revenue and customer retention goals while increasing client profitability through relationship building, outstanding delivery, cross-selling, and referral development.
实现收入和客户保留目标，同时通过建立关系、出色交付、交叉销售和转介发展提高客户盈利能力；
Coordinating and supporting communication plans for enhanced visibility and influence with targeted audiences; 协调和支持沟通计划，提高在目标受众中的知名度和影响力；
Identify, negotiate and close new strategic business opportunities in the financial industry market; 在金融行业市场中发现、谈判并达成新的战略商机；
Analyze business tactics, performance data, and sales strategies, market research data, and competitor products; 分析业务策略、业绩数据和销售策略、市场调研数据以及竞争对手的产品；
Liaise with other overseas branches for cross sale /synergy on the regional basis; 与其他海外分支机构联络，以实现区域交叉销售/协同效应；
Ensure quality new acquisition on relevant company for Resident/Non Resident accounts, Credit cards and other products through Referrals from cold calls in the catchment area; 通过在覆盖区域内的拜访推荐，确保相关公司居民/非居民账户、信用卡和其他产品的新客户质量；
Lead generation of customers and closure by tele calling, e-mailing and direct mailing, and tapping walk-ins wherever possible; 通过电话、电子邮件和直接邮寄，以及在可能的情况下寻找可上门拜访的客户，创造客户线索并达成交易；
Generating leads for other products and passing for follow ups; 为其他产品创造销售线索并进行后续跟踪；
Ensure compliance with financial and banking regulations and procedures; 确保遵守金融和银行法规及程序；
Keep updated with industry trends, market conditions, and competitors; 随时了解行业趋势、市场状况和竞争对手的最新情况；
Guide the team to achieve the designated sales and trading profit target; and work on ad-hoc projects as assigned; 指导团队实现指定的销售和交易利润目标；完成指定的临时项目；
Supervision监督 The Sales Executive will report directly to the Chief Sales and Marketing Officer. 销售专员将直接向首席销售营销官汇报工作。
Be in charge of maintaining relations with external customers and developing a solid network of strategic partnerships. 负责维护与外部客户的关系，发展稳固的战略合作伙伴网络。
Experience requirements经验要求 2-5 years of experience in Sales, Banking And Finance and customer management. 2-5 年销售、银行和金融以及客户管理经验。
Solid experience in fixed income rates and credits with related products onshore and offshore, and /derivatives products be advantage. 在固定收益利率、信贷及相关在岸和离岸产品以及衍生产品方面有丰富经验者优先。
Education requirements学历要求 Bachelor's degree or higher in Business Administration, Finance or in relevant majors. 工商管理、金融或相关专业本科或以上学历。
Required skills 所需技能 Sales Expertise: Strong knowledge of sales and marketing strategies, including digital marketing, event promotion, and revenue management. Highly self-motivated; ability to work individually within a team. 销售专长： 精通销售和营销策略，包括数字营销、活动推广和收入管理。高度自我激励；能够在团队中独立工作。
Communication Skills: Effective communication, both written and verbal, to engage with clients, team members, and partners. 沟通技能： 能与客户、团队成员和合作伙伴进行有效的书面和口头沟通。
Networking: Building and maintaining relationships with event planners, vendors, and partners is essential for business growth. 人际网络： 与活动策划人、供应商和合作伙伴建立和保持关系对于业务增长至关重要。
Analytical Skills: Using data and metrics to make informed decisions and track the success of marketing campaigns and sales efforts. 分析技能： 利用数据和指标做出明智决策，跟踪营销活动和销售工作的成功情况。
Industry Knowledge: Understanding the Banking and finance, international business industry, including competitors, trends, and customer preferences. 行业知识： 充分了解银行与金融、国际商务行业，包括竞争对手、发展趋势和客户偏好。
Language requirements 语言要求 Excellent communication skills in Mandarin and English is a must. IELTS 6 is preferred. 必须具备出色的普通话和英语沟通能力。雅思成绩达到 6 分者优先。
