Sales Director; Finance & Institutions

MISSION

The primary responsibility of this role is to manage a profitable portfolio of clients within the financial sector, including commercial banks, retail banks, private banks, central banks, and funds (ETF/ETC). This role requires a strategic approach to building and maintaining long-term client relationships, actively listening to client feedback, and collaborating across departments to deliver a seamless, high-quality customer experience that aligns with our brand’s values and standards and maximizing client profitability.

The role also includes identifying new opportunities within existing clients and offering tailored solutions that meet their needs. In addition, this role will also focus on acquiring new, high-potential clients to expand the customer base and increase revenue, always considering operational and production capabilities while maintaining a high level of customer satisfaction. This position plays a key role in the company's growth strategy, ensuring that client relationships meet and exceed expectations.

Portfolio management: Build and maintain strong, long-lasting relationships with clients and develop in-depth knowledge of their businesses, ensuring highclient satisfaction. Act as the primary point of contact for key clients, understanding their business needs and requirements. Regularly meet with clients, either virtually or in person, to review ongoing contracts and explore new business opportunities. Develop strategies and tactics to enhance customer loyalty retention and profitability.

The role also involves consistently monitoring client feedback to improve service delivery and ensure it aligns with the company’s high standards, brand values, and profitability goals.

Sales & Business Development
:
Proactively identify and pursue new business opportunities within existing and prospective client portfolios. Achieve and exceed sales targets by promoting the company’s products and services, promoting cross-selling opportunities by identifying complementary products and services that meet customer needs.

Contract & Negotiation Management: Negotiate pricing, terms, and conditions of contracts to ensure the most profitable outcomes while meeting both client needs and our companies’ objectives. Manage client contracts from proposal through to execution, ensuring compliance with financial, operational and production capabilities.

Cross-Functional Collaboration
: collaborate closely with internal teams and supporting departments, including Sales, Trading, Treasury, Marketing, Risk, Compliance, Legal, Operations, and Production. Ensuring that deals are structured to meet both client needs and company objectives, facilitating seamless service delivery and efficient production processes. By working particularly with Operations and Production teams, align internal capabilities with client expectations, ensuring smooth execution of projects, optimized customer experience and ensuring maximisation of profitability.

Additionally, by integrating feedback from clients, influence product offerings, marketing strategies, and overall service design, driving continuous improvement.

Company Representation & Relationship building
:
Cultivate lasting relationships with existing clients by providing consistent, dependable proactive communication and support and by going above and beyond to exceed their expectations. This may involve offering exclusive updates on new arrivals, personalized recommendations based on past purchases, or invitations to special events. Serve as the face of the Company to customers and external stakeholders across different countries, and at conferences and workshops, effectively representing our values and offering.

Client retention & Problem solving
:
Address client concerns and resolve any issues in a timely and efficient manner. Ensure proactive follow-up to guarantee client satisfaction and retention. This includes troubleshooting problems, coordinating with relevant departments for technical and operational assistance. Actively collect and integrate customer feedback into business operations to…