Treasury Origination Consultant

Investec; Reading; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services provider in Reading is seeking an Entry-level Treasury Origination Consultant to engage new clients and support the sales team. Your responsibilities include qualifying leads, conducting market research, and setting appointments for sales specialists. A Bachelor's degree in Business or Sales is preferred. This full-time position offers opportunities for performance-driven individuals to excel in a collaborative environment.

Qualifications

• Engage new clients and qualify leads through CRM system.
• Conduct research to support sales team and prepare for meetings.
• Articulate Investec's value proposition to potential clients.

Responsibilities

• Engage with new clients based on a targeted approach.
• Book appointments for sales specialists and monitor sales funnel.
• Conduct research into lead territories and industry verticals.
• Generate client meetings for the sales team through cold calling.
• Exceed KPI targets for daily calls and leads qualified.

Skills

Client engagement

CRM system management

Lead qualification

Research and data analysis

Cold calling

Education

Bachelor's Degree in Business or Sales

Job description

Investec Reading, England, United Kingdom

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Investec Reading, England, United Kingdom

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Come to Create Something… Our people share a passion for high performance; client focus and an entrepreneurial spirit. Together we encourage a culture of respect, fun and a working environment that encourages extraordinary performance.

Working across all our product specialisms: Corproate 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.

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'.

• Profiling of data from Omniscope / other sources.

• Help to create a culture of high performance

Lead Qualification:

Ensure leads in CMR 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

• Ensure there are no duplicate leads in CRM system

• Ensure all leads are allocated to the correct salesperson

• 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

• 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.

Generate client meetings for the sales team through cold calling

• 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.

Core skills and knowledge

• To act with integrity at all times and embrace the philosophy of treating our customers fairly (compulsory)

• Regulatory Knowledge as applicable to role (compulsory)

• Detailed knowledge of ICS working capital products

• Understanding of Investec credit risk appetite and credit principles

• Close attention to detail

• Intelligent and articulate; able to present well both in writing and orally

• Able to build strong relationships internally and externally

• Requires a good understanding of all Corporate Bank products

Any other attributes that would be helpful, but not essential for the role.

• Bachelor's Degree in a Business or Sales discipline

• Ability to articulate simply without using jargon

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

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