Treasury and Investment Sales Officer

Responsibilities • Execute sales of treasury, financial brokerage, and investment services and products in accordance with approved policies, procedures, and guidelines. • Sell treasury, financial brokerage, and investment products to existing and target customers and acquire new customers through appropriate sales and marketing channels. • Conduct field visits to existing and prospective customers to establish and maintain professional relationships. • Prepare customer visit reports and respond to customer inquiries regarding treasury services and products. • Follow up on customer transactions related to treasury, financial brokerage, and investment services and products. • Monitor cases of declining transaction margins and coordinate with the direct supervisor as required. • Provide after-sales support and the necessary assistance to customers benefiting from treasury, investment, and financial brokerage products. • Monitor local and global developments and changes affecting trading markets and communicate relevant information to customers in accordance with approved policies and procedures. • Maintain and continuously update customer information in the customer database, including relevant procedures, activities, and field visit details. • Collect customer feedback and opinions regarding treasury, financial brokerage, and investment services and products and report findings to the direct supervisor. • Prepare and submit reports on sales volumes, transactions, procedures, and activities related to treasury, financial brokerage, and investment products. Qualifications • Bachelor's degree in Finance and Banking or a related field. • 1–3 years of relevant work experience, preferably at least one year in the same or a similar field. • Knowledge of laws, regulations, and manuals related to treasury and financial brokerage activities. • Knowledge of policies and procedures related to the area of work. • Good understanding of relevant functions and the roles of different organizational units. • Strong analytical and investigative abilities. • Ability to think and work accurately and logically. • Ability to develop and update work methods and procedures. • Ability to read, write, and communicate in English. • Strong analytical and report-writing skills. • Effective communication and interpersonal skills. • Good time-management skills. • Training or knowledge in financial and monetary markets. • Knowledge of sales methods and techniques. • Fresh graduates are welcome to apply. \r\nRequired Skills • Regulations \r\nJob Details • Location: Amman - Jordan • Industry: Accounting & Finance • Job Type: Full-Time • Degree: Bachelor • Experience: 1-3 • Nationality: Unspecified