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Global Shares
hace 3 meses
Job Responsibilities:
- Develop contact database of potential clients, partners and key contacts. Work with our Sales Development Reps (SDRs) to build out pipeline and maintain all Client data within our CRM database
- Maintain sales leads tracking and forecasting within our CRM database
- Develop and maintain relationships within the wider Bank for referrals and potential business
- Developing leads both directly from prospective clients and indirectly by referral
- Evaluate inbound leads generated by Marketing and SDR activities.
- Draft and submit proposals/contracts, including pricing
- Present and demonstrate our systems to potential clients
- Complete and submit new client evaluation forms to initiate internal implementation processes
- Maintain contact with the new client to ensure all potential work opportunities have been identified and closed
- Raise the profile of Global Shares through attending and speaking at seminars and conferences
- Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications, establishing personal networks and participating in professional societies
- Actively contribute to the enhancement and refinement of Global Shares marketing material.
- Fluent in both English and Italian
- Proven numeric, financial analysis, documentation and procedural skills required
- Excellent computer skills including Microsoft Excel and Word
- Demonstrate the ability to get on board with new technologies quickly and with ease
- Demonstrate commercial acumen with an ability to be innovative & proactive
- Ability to prioritise and adhere to tight deadlines
Preferred Qualifications, Capabilities and Skills:
- Third level degree in Business/Finance or equivalent experience preferred
Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors.
Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.