Financial Sales Manager
XCEED Customer Care Solutions
- Makati, PhilippinesParagon ICC, 14th Flr., Yuchengco Tower 1, RCBC Plaza, Ayala Ave., cor. Gil Puyat Ave., Makati City, Makati, Metro Manila, PhilippinesMakatiMetro ManilaPhilippinesPhilippines
- ₱100,000.00 - ₱150,000.00 / monthPHP100000150000100000MONTH
- Full timeFULL_TIME
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
- Flexitime
- Work from Home
- Paid Holidays
- Paid Vacation Leave
- Paid Sick Leave
- Paid Bereavement/Family Leave
- Maternity & Paternity Leave
- Single Parent Leave
- Special Leave Benefits for Women
- Life Insurance
- Medical / Health Insurance
- Medical, Prescription, Dental, or Vision Plans
- Employee Discounts
- Mobile Phone Discount
- Transportation Allowances
- Performance Bonus
- Recruitment / 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
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.