Treasury Origination- entry level (9968)

Are you interested in joining a strategic sales team geared around foreign exchange risk solutions?

Are you good at building relationships with finance leaders in fast growing companies?

What is the purpose of the role?

The Corporate Treasury Business in the Private Companies Group at Investec has set up a new dedicated origination team in 2022. The team is an essential driver for Investec's

growth plan. The team will be responsible for identifying and making first contact new-to bank companies in the UK. Theteam members, made up of a mix of banking, non-banking, sales, and non-sales

backgrounds.

Working across all our product specialisms: Corporate FX and Deposits; you will be responsible for delivering our treasury wide new business origination campaigns.

You will be required to perform tasks commensurate with the facilitation of new business across all treasury products via outbound direct calling of potential Investec customers, direct prospecting / marketing. The role will require you to research, qualify and develop a warm pipeline for Sales Specialists across all products. This will enable them to focus on the acquisition of new customers to use products and services offered by Investec.

What are the key responsibilities?

New Client Engagement

• Engage with new clients based on a defined target based approach and facilitate well qualified introductions to relevant teams across the TRS



• Working as part of a team to set agreed deadlines and targets.



• Fully utilising CRM and working within the set parameters.



• Gaining a detailed understanding of the Investec group offering.



• Booking appointments for sales specialists.



• Identifying appropriate cross selling opportunities to maximise our customers' journey.



• Monitoring appointments through the 'sales funnel'.



• Help to create a culture of high performance


Lead Qualification:

Ensure leads in CRM system are valid and complete


• Qualify lead to justify a good understanding of how our value proposition will suit the customer's requirements



• Research additional information on lead, e.g. current dealing arrangement. Business ownership size and potential wallet share.


Data Cleansing


• All records in CRM are up to date and correct


Research new leads and develop opportunities


• Research and upload new leads into CRM system



• Conduct research into lead territories and industry vertical


Sales Support


• Support the sales team with research and meeting preparation including preparing meeting presentations and packs


Understand and verbalise the Investec value proposition


• Understand what Investec does and what different divisions do



• Sell the reason for someone to deal with Investec - understand why Investec are different and articulate that to the potential client.



• As skills progress, call potential clients with a view to setting up meetings for the Investec sales team



• Maintain professional office, phone and sales manner


Meet and strive to beat specific KPI's and targets


• Meet and exceed KPI targets around certain key objectives, e.g. daily calls, leads qualified and appointments generated.
  
  Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work., Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.
  
  Pension

Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance
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