ToledoRecruiter
the smart solution for Toledo jobs

Principal, Institutional Sales

Location: Toledo
Posted on: June 8, 2018

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

Click here to apply!

Didn't find what you're looking for? Search again!


I'm looking for
in category
within


Other PR / Public Relations Jobs


CSR / Teller - Roseville Eastpointe BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Roseville
Posted on: 06/8/2018

CSR / Telller - Riverview BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Riverview
Posted on: 06/9/2018

Financial Center Manager Associate
Description: font face Arial GENERAL FUNCTION: Selected Candidate will attend a 3-4 month on-boarding and education br / br program that includes rotations in Operations, Sales amp Service, Small Business (more...)
Company:
Location: Toledo
Posted on: 06/8/2018


CSR / Teller - Belleville BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Belleville
Posted on: 06/8/2018

Senior Wealth Planner
Description: font face Arial GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, (more...)
Company:
Location: Southfield
Posted on: 06/8/2018

Business Banking Relationship Manager II
Description: font face Arial GENERAL FUNCTION: Responsible for business development, relationship management and client experience of companies with annual gross sales of at least 2MM and generally less than (more...)
Company:
Location: Southfield
Posted on: 06/8/2018

Retail Personal Banker - Lima Rd.
Description: font face Arial GENERAL FUNCTION: Entry into a sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services and the (more...)
Company:
Location: Fort Wayne
Posted on: 06/9/2018

Retail Personal Banker I
Description: font face Arial GENERAL FUNCTION: The Personal Banker I is a branch position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. (more...)
Company:
Location: Redford
Posted on: 06/8/2018

CSR / Teller - Warren BC - Part Time
Description: p font face Arial Banking Customer Service Representative /font /p br p font face Arial Job Description br / br If you are a dynamic and driven Customer Service Representative who has (more...)
Company:
Location: Warren
Posted on: 06/8/2018

Retail Personal Banker Associate
Description: font face Arial GENERAL FUNCTION: Selected candidates will attend a 6-10 week on-boarding and education program that includes rotations in Operations and Sales amp Service. There will be a certification (more...)
Company:
Location: Toledo
Posted on: 06/9/2018

Log In or Create An Account

Username:
Password:
 

Forgot password?


Find us on Facebook

Find us on LinkedIn

Get the latest Ohio jobs by following @recnetOH on Twitter!

Toledo RSS job feeds