JOB DESCRIPTION
Currency Consultant /Senior Currency Consultant
Reports to: Sales Manager
PURPOSE OF THE JOB
The primary function of the Currency Consultant is to introduce commercial
clients, to the business of Corporate FX. so as to form a mutually beneficial,
long standing business relationship.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
SOURCING LEADS
Using a variety of mediums to source potential business leads that have a
commercial foreign currency requirement . These include use of the Internet,
trade directories, gaining referrals and networking.
COLD CALLING
To establish, contact and build relationships with commercial business'. The
majority of contact will be via the telephone, with good use of the internet and
faximile to supply further information. To utilise marketing material to support
the sales process.
MARKET KNOWLEDGE
To acquire and maintain suitable market knowledge, in order to pass on and
discuss with clients. To deliver talks to colleagues to stimulate debate on a
regular basis.
DATA MANAGEMENT
To collect and maintain relevant and accurate information that reflects
client conversation and relevant facts.
OTHER DUTIES AND RESPONSIBILITIES
• To develop a good working relationship with all staff.
• To attend and support corporate functions and .
• It is also the responsibility of the AE to ensure that they, when felt
necessary, identify areas of training required if an area of the business is not
fully understood
SUPERVISORY RESPONSIBILITIES
Supervisory duties will be negligible, unless otherwise agreed with the
management. However all Account Executives are expected to offer support and
encouragement to their peers.
KNOWLEDGE AND SKILLS
• A good understanding of the Foreign Currency and Financial Markets.
• A good understanding of Sales and Sales process.
• Communication Skills.
• Self discipline and motivation.
TRAINING AND DEVELOPMENT
That the Currency Consultant will receive full training to reach the
required levels of performance and competencies. The Currency Consultant will
continually asses his own development and development needs. Ongoing training
and development will be updated and progressed continually. It is also the
responsibility of the development to identify any training needs and request
specific training sessions.
EXTENT OF PUBLIC CONTACT
Public contact will be extensive, as a result of ongoing communication with
commercial enterprises. This will normally centre on the Chief Financial Officer
or Financial Director / Financial Decision Maker.
PHYSICAL DEMANDS
No excessive or unusual physical demands.
WORKING CONDITIONS AND ENVIRONMENT
Normal working hours are 8:00 - 5:00, however the Currency Consultant will
be expected to complete the hours necessary to achieve the expected company
standards and performance. To this end the Currency Consultant will need to be
flexible and prepared to work until the job is properly done.
As a valued member of the team, there is also a responsibility to engage in any
activity which supports or develops production, profitability or progress of the
business.