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Principal, Institutional Sales

Location: Toledo
Posted on: February 25, 2021

Job Description:

GENERAL FUNCTION: Responsible for learning the Institutional Sales function which includes


developing and maintaining a profitable distribution of fixed income product in assigned territory


through prospecting and sales of investment products to institutional clients. Assist senior sales


representatives with their sales activity, account generation and maintenance.


ESSENTIAL DUTIES & RESPONSIBILITIES:


* Develop and maintain customer relationships through prospecting and account maintenance


activities.


* Develop and maintain relationships with other corporate calling officers including Public Funds,


Financial Institutions, Real Estate Capital Markets, Corporate Trust and others.


* Assist other salespeople with operational activity, account maintenance and affiliate


requirements.


* Provide Sales Manager and Affiliate Team Lead with monthly recap of activity and


developmental needs.


* Maintain currency on new products and industry trends.


* Develop working knowledge of banking services that may be applicable to clients and


prospects.


* Develop new and creative approaches to customer relationship building.


* Develop understanding of back-office operations that support sales effort, and establish working


relationship with back-office personnel.


* Provide market feedback to fixed income traders and underwriters.


* Generate revenue at level exceeding goal determined by Sales Manager.


* Make customer/prospect referrals to other corporate calling officers and document same.


* Represent department at seminars, trade shows, industry forums.


* Provide manager and affiliate team lead with revenue generation/cost savings ideas.


Keywords: , Toledo , Principal, Institutional Sales, PR / Public Relations , Toledo, Ohio

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