Treasury Origination Specialist – Drive New Business

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

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.