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Principal, Institutional Sales

Location: Toledo
Posted on: January 26, 2023

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.


* Develop and maintain customer relationships through prospecting and account maintenance


* 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


* 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


* 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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