Financial Product Knowledge × Classification Details: Sales and Marketing Occupations
16 jobs found.
Field Staff (Bank)
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand transactions.
Bank Field Representative
Bank field representatives visit individual and corporate customers to propose and sell financial products such as deposits, loans, and foreign exchange, while also responding to consultations on asset management and fund procurement.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
Financial Intermediary
A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.
Financial Broker
A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.
Credit Card Membership Recruiter
Sales position at a credit card company, explaining card features and benefits to customers to acquire new members. Handles application guidance and contract signing via stores, visits, phone, etc.
Securities Sales Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.
Securities Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and provides asset management advice.
Securities Sales Representative (Outside Duty)
A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.
Securities Clerk (Bank)
This occupation handles sales and clerical processing of financial products such as stocks, bonds, and investment trusts at bank counters, and is responsible for customer service and accurate transaction execution.