Sales Delivery and Development Placement

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About Portfolio Institutional

Portfolio Verlag is a publisher at the heart of the German and British financial services industry. The publishing house is based in Frankfurt and London and delivers independent and up-to-date information, as well as detailed analyses for financial advisors and institutional investors. Their comprehensive knowledge of the German and British market has established them as an essential source of information for the decision-makers in the investment industry, as well as for institutional and wholesale distribution.

Sales Delivery and Development Placement

• Complete in depth research on current/potential customers in order to help portfolio institutional grow their business and help the head of sales have more valuable meetings with their customers
• Prepare useful content including analysis and presentations for the head of sales
• Delivering complex packages to our clients
• Digital distribution of our content to new and existing audiences. Working on existing channels and suggesting new ones
• Producing reports for clients, detailing the reach of campaigns
• Help with the arrangement of external customer meetings and calls, with the opportunity to attend these customer meetings and gain true insight to the full sales process
• Customer Proposals – Full Involvement in gathering the data required for the proposal and assisting to write it.
• Putting together internal presentations/documents - sales forecast data or customer meeting actions for use in meetings or for analysis
• Identify the opportunities to support each account to the best strategic effect, i.e. what provides most value to the customer and releases more time for selling activities
• Work across the portfolio institutional organisation to quickly and effectively resolve customer queries and issues

Ideal Candidate

Bright, articulate and motivated students who are currently on course for a 2:1 degree with the following key competencies:

• Business, accounting , IT experience / working knowledge would be an advantage but not essential
• Strong proficiency in MS Office (Especially Excel)
• Time Management
• Team player
• High energy level
• Effective communicator / good interpersonal skills
• Inquisitive and not afraid to ask questions
• Logical
• Focused and organised
• Ability to work to deadlines and within budget
• Creative

How to apply

To apply for this role please send your CV and cover letter to j.waterson@portfolio-institutional.co.uk