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.