Responsibilities
- Identify prospective clients by evaluating their financial needs, preferences, and market behaviors while monitoring industry trends and competitive tactics.
- Build comprehensive profiles of target client groups, including demographic data, financial behaviors, and challenges, to customize outreach and product suggestions.
- Manage relationships with both prospective and current clients by delivering strong customer service, addressing inquiries, resolving concerns, and learning about financial objectives.
- Gain in-depth knowledge of banking products’ features, advantages, risks, and compliance standards, including updates on new offerings, and convey this information clearly to meet client needs.
- Design persuasive sales presentations and proposals that highlight product value to convert prospects, and negotiate mutually beneficial terms for client and institution.
- Gather and assess client feedback on products, services, and experiences to produce reports that guide product enhancements and sales planning.
- Track key performance indicators such as lead conversion rates and customer acquisition costs to evaluate effectiveness and pinpoint opportunities for optimization.
Work Arrangement
Hybrid
Other
- Candidates may be evaluated on essential competencies including risk management, controls, change initiatives, business insight, strategic planning, and digital technology, along with technical abilities specific to the position.
- This position is classified as a Controlled Function under the Central Bank of Ireland's Fitness and Probity Regulations, which may require the incumbent to obtain mandatory regulatory credentials or meet minimum qualification standards as defined by internal benchmarks.
