Permanent Contract

Sales Executive M/F

Modified on 13/01/2025

  • Palazzo dell'Informazione - Piazza Cavour, 2 20121 Milano - Italy
  • Sales / Customer Service
  • 2025-95563

Job description

The Sales Executive is responsible for managing commercial relationships with CACEIS clients. He/she will be in charge of developing CACEIS business by recruiting new clients and negotiating commercial agreements (estimates, contracts). His/her efforts focus on the CACEIS target market segments to whom he/she offers a comprehensive or partial, multi-product service. He/she also ensures the respectability of clients when entering into a relationship and onboarding and is therefore responsible for assessing inherent risks and the completeness of KYC files.

As a Sales Executive you will have the opportunity to actively participate in the following missions and activities:

Prospecting for new clients:

- Define the target clients to recruit depending on the commercial strategies and orientations and according to internal policies

- Solicit new clients by proposing a comprehensive or partial, multi-product range

- Perform the watch and the necessary analyses for assessment of first-level risks relating to the client in accordance with the standards and procedures applicable within CACEIS

 

Supervision of the coordination of preparation of agreements concerning the business relationship:

- Check the completeness and consistency of documents received

- Ensure the legal, ethical and operational feasibility of the set-up negotiated with the client

- Initiate onboarding of the new relationship and pass on to the relevant teams all documents and information necessary to provide the services sold

 

Sales representation of CACEIS:

- Represent CACEIS externally and internally

- Participate in events (conferences, seminars, trade shows, etc.) in the world of Asset Servicing in order to raise the profile of CACEIS.

    • Starting date
    • 03/03/2025
    • Position with management
    • No
    • Executive / Non Executive
    • Cadre
    • Minimum level of study
    • Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent
    • Training / Specialization
    • Master Degree
      - Experience in the role of Sales Executive or equivalent in the financial sector preferably with knowledge of fund management and administration and Depositary Bank- Knowledge in Compliance and Regulation- Ability to support and manage the customer independently in the different target markets (Italy, Luxembourg, France and UK)- Ability to manage potential customer needs with the aim of  business development and growth- Ability to manage daily operations with the customer to consolidate the relationship- Availability for any trips within the national and international territory, according to business needs  
    • Minimum experience level
    • 3-5 years
    • Compétences recherchées
    • - Cooperation, Team works- Being organised- Diplomacy- Autonomy/proactiveness- Ability to analyse and summarise
    • IT tools
    • - Excellent knowledge of Office tools notably Excel and Power Point 
    • Languages
    • Excellent English - French a plus
  • CACEIS is the asset servicing banking group of Crédit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients. Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing, issuer services and transfer agent. With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide. By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities.

CACEIS
CACEIS
CACEIS

CACEIS

Sales Executive M/F

Published the 13/01/2025

Permanent Contract
  • Palazzo dell'Informazione - Piazza Cavour, 2 20121 Milano - Italy
  • Sales / Customer Service
  • 2025-95563

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