XCEED Customer Care Solutions
XCEED Customer Care Solutions

Financial Sales Manager  

XCEED Customer Care Solutions

 
  • Makati, Philippines
    Paragon ICC, 14th Flr., Yuchengco Tower 1, RCBC Plaza, Ayala Ave., cor. Gil Puyat Ave., Makati City, Makati, Metro Manila, Philippines
    Makati
    Metro Manila
    Philippines
    Philippines
  • ₱100,000.00 - ₱150,000.00 / month
    PHP
    100000
    150000
    100000
    MONTH
  • Full timeFULL_TIME

Expired 7 years ago

2017-08-13T16:15:08.649776+00:00
Job closed.

Job Description

This position requires excellent customer service and problem-solving skills to confidently provide information and education to customers in a timely, efficient, professional manner. Provides clear and accurate responses to customer inquiries appropriately researches and resolves problems relating to customer accounts and inquiries meets established performance expectations develops a comprehensive operational understanding of the financial services industry proactively learns and remains up-to-date with the Company’s products and services.

Responsibilities:

  • Strengthen client relationships by anticipating needs and aligning and proposing products and services.
  • Consistently identify client opportunities and engage key partners as needed.
  • Exceeding service expectations and following through on commitments.
  • Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client’s investment needs.
  • Adapt to client preferences using the art of a conversation. Demonstrates self-confidence and the ability to maintain composure in difficult situations.

Minimum Qualifications

  • Minimum of 5 years financial advisory or investment sales experience. Experience in FOREX gained in a BPO industry is preferred.
  • Willing to travel abroad for training and client meetings.
  • Passion for excellence and willingness to work to exceed client expectations.
  • Capable of effectively operating in a team oriented and highly collaborative environment.
  • Successful experience and track record achieving sales goals.
  • Extraordinary interpersonal skills, a strong team orientation, and resiliency.
  • Strong computer skills with an ability to multitask in a fast paced environment.
  • Superior client service proficiency including excellent verbal, written, and listening skills.
  • Understand and proactively identify leading indicators of client attrition and mitigate risk.
  • Ability to grasp and apply complex technical material quickly and manage workload effectively.
  • Demonstrated PC skills including familiarity with word processing, MS Office, spreadsheets and database management.
  • Proactive and anticipates situations, develops proposals, and positive solutions.

Perks and Benefits

  • FlexitimeFlexitime
  • Work from HomeWork from Home
  • Paid HolidaysPaid Holidays
  • Paid Vacation LeavePaid Vacation Leave
  • Paid Sick LeavePaid Sick Leave
  • Paid Bereavement/Family LeavePaid Bereavement/Family Leave
  • Maternity & Paternity LeaveMaternity & Paternity Leave
  • Single Parent LeaveSingle Parent Leave
  • Special Leave Benefits for WomenSpecial Leave Benefits for Women
  • Life InsuranceLife Insurance
  • Medical / Health InsuranceMedical / Health Insurance
  • Medical, Prescription, Dental, or Vision PlansMedical, Prescription, Dental, or Vision Plans
  • Employee DiscountsEmployee Discounts
  • Mobile Phone DiscountMobile Phone Discount
  • Transportation AllowancesTransportation Allowances
  • Performance BonusPerformance Bonus
  • Recruitment / Signing BonusRecruitment / Signing Bonus

Required Skills

  • Salesforce
  • Sales and Marketing Knowledge
  • Economics
  • Financial Analysis
  • Closing Sales

Preferred Courses

  • Banking & Finance
  • Applied Economics [Financial Economics] and BS Applied Corporate Management
  • Applied Economics [Financial Economics] and BS Marketing Management

Jobs Summary

Job Level
Mid-Senior Level / Manager
Job Category
Sales and Marketing
Educational Requirement
Bachelor's degree graduate
Recruiter response to application
Sometimes
Office Address
Paragon ICC, 14th Flr., Yuchengco Tower 1, RCBC Plaza, Ayala Ave., cor. Gil Puyat Ave., Makati City, Makati, Metro Manila, Philippines
Industry
Business Process Outsourcing
Vacancy
1 opening
Website
http://www.xceedccs.com/

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About XCEED Customer Care Solutions

XceedCCS offers cutting-edge solutions and world-class services to its clients worldwide. We offer a committed partnership with our workforce in order to fully achieve and deliver excellence to our clients. We foster open channels of communication with customers that enable us to fine tune our management tools and client programs to suit our customers’ specific requirements and taste. XceedCCS has established its presence in growing customer service markets by delivering comprehensive, best of breed solutions and developing a dynamic and diversified customer satisfaction model. The client-centric design of services provides operators with added value and optimizes their business performance. Our philosophy and belief in continuing dialogue with customers has helped us achieve success for the company in revenue generating innovations and has catapulted XceedCCS to its stature in the customer service industry.

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