Trade Sales Job Description

Trade Sales Job Description

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Trade sales provides timely and accurate responses to trade inquiries such as: Fail trade research, Trade copies, Market Practice requirements, Market to Market transfers.

Trade Sales Duties & Responsibilities

To write an effective trade sales job description, begin by listing detailed duties, responsibilities and expectations. We have included trade sales job description templates that you can modify and use.

Sample responsibilities for this position include:

Good sales knowledge in selling trade products
Develops, manages, and grows the trade client base within a defined geographic region
Your role is to develops, aligns and implements commodity energy strategies globally
It is critical to Marketing and identification of their financing needs, structuring credit facilities, maximising cross-sell potential and keeping up to date on clients' business developments, commodity markets developments, regulatory framework to ensure the underlying credit risks are within approvals and guidelines
Works closely with sales management to evaluate sales processes to ensure quality
Distribution of sales reports and other intelligence essential to success of the sales teams (National and Local/Retail)
Project and report pipeline and inventory demand on large quotes/orders
Assist in the implementation of technologies, including CRM, to field sales teams
Trade Finance / Corporate
Acquire New Trade / Corporate customers for the Bank

Trade Sales Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Trade Sales

List any licenses or certifications required by the position: CMA, CPA, MBA, CDCS

Education for Trade Sales

Typically a job would require a certain level of education.

Employers hiring for the trade sales job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Marketing, Finance, Business/Administration, MBA, Economics, Accounting, Technical, Management

Skills for Trade Sales

Desired skills for trade sales include:

Pella’s offering and the competitive landscape
Banking products
Local Trade product set
Local market issues for targeted overseas markets
Market and product developments
Traditional Trade and Supply Chain Finance products
MIDT
DDS and Sales Force Automation Tool
Trade products
Conducts critical

Desired experience for trade sales includes:

Assist clients and BMO relationship management with structuring the financing and mitigation of risk related to international trade transactions
Discover innovative ways of using and selling trade finance products and services and cross-selling other BMO services with particular emphasis on our international resources and China branch platform
The ideal candidate has at least 6-10 years in Trade Finance and/or Relationship Management experience
You will have track record in closing with both banks and corporate, on trade finance and transaction banking area
And you will be able to source and structure on trade finance transactions with clients and banks
A team player who works collaboratively

Trade Sales Examples

1

Trade Sales Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of trade sales. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for trade sales
  • Contacting China beneficiaries/Customers on the L/c advising, negotiation, Confirmation, Discounting and Trade Finance revenue as the business target
  • Good knowledge on China requirements on Trade, Process and Procedures and enlarging client base of China
  • To achieve revenue targets under trade & Corporate Banking
  • To develop and build client base for Bills collection business to the targeted segments
  • Complete customer order entry efficiently and accurately
  • Under general supervision, responsible for a variety of financial duties surrounding Trade, Slotting, OSD, and Sales reporting and analysis including, but not limited to, development of standardized Sales management reporting and analysis, Customer scorecards, Trade and Sales forecast/trend reporting, Customer performance/profitability
  • Assist in building financial forecasts and annual plan for Trade, Slotting, and OSD, and explaining key drivers, risks, and opportunities
  • Work with Customer Strategy Planning team to understand risks and opportunities between Sales projections, targets, and the internal P&Ls
  • Assist and understand pricing recommendations and customer spending strategy changes to ensure we have appropriate visibility in the P&L
  • Under general supervision, complete ad hoc requests as needed (such as Customer P&Ls, analyses in the areas of Trade tactics, returns on investment, promotion breakeven, promotion strategy, pricing realization, competitive analyses)
Qualifications for trade sales
  • Multi-task through concurrent transactions, customer issues, internal administration and reporting requirements
  • Prioritize needs for resources
  • Negotiate required support from other areas of the Bank (Commercial Banking, International Banking, GBM, Product Management Groups)
  • Negotiate terms of mutual acceptance with large value customers
  • Motivate work force to stay focused on growth in an ever changing internal and external environment
  • Strong leadership skills are necessary to guide this multinational team to continued success in the markets that it operates in and in collaboration with our partners in GBM in Canada, the US and the Caribbean
2

Trade Sales Job Description

Job Description Example
Our company is looking for a trade sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for trade sales
  • Serve as a resource for the Sales organization on accounting and finance related questions
  • Preparation of documents should there be any dispute between Wyeth & DKSH
  • Tabulate Reversals
  • Serve as the focal point for all E&ES activities in their designated area, including, but not limited to, Sales, Delivery support issues, support of measurement and verification and on-going service issues, local tradeshows and assns
  • Ensure all school
  • Supports retail store in customer service and operations as needed
  • Deliver the integrated (container + Trade Finance) sales pitch along with the TF Sales Manager
  • Responsible for overall revenue, volume and C Sat
  • Selling integrated packages and unique solutions for national and major regional advertisers
  • Cultivating new business opportunities with existing and new clients
Qualifications for trade sales
  • Presentation skills ( PPT, MS office and Excel)
  • Conversant in both Chinese and English
  • Must have sound operational knowledge on China Trade to achieve the sales targets
  • Preferably must have worked in similar roles earlier with 2 to 3 Year's experience in a bank
  • UCPDC and confirmation business expertise
  • PPT preparation, MS OFFICE, EXCEL knowledge and Good presentation skills
3

Trade Sales Job Description

Job Description Example
Our company is looking for a trade sales. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for trade sales
  • Identify, research and/or qualify targeted national account prospects in a specific geography or vertical market/brand segments
  • Respond to prospective customer requests for information and proposal
  • Work in collaboration with National and Regional colleagues to develop multi-platform activations across the portfolio
  • Incubate current partners/tenants to other business lines within the company to drive additional cash flow
  • Coach and develop Trade Sales Representatives by visiting customers with them (Joint visits)
  • Ensure the ROI of activities and provide regular feed-back to TKAM, Trade Marketing, and Marketing Teams, monitor KPIs to evaluate Team’s performance (e.g., turnover/Trade Sales Representatives, orders/calls, sell-out actions implemented, days in field, number of sales calls, call frequency, numeric-weighted distribution, share of shelf, recommendation level)
  • Lead the on-boarding process of new Support Specialists, providing training and ongoing support of department systems and procedures
  • Identify process inefficiencies, solicit and summarize team feedback, and recommend alternate solutions to management
  • Assist Supervisor in identifying topics for weekly Department meetings and conduct meetings in Supervisor's absence
  • Monitor Salesforce productivity dashboards to ensure workload is balanced and requests are effectively prioritized to meet service levels
Qualifications for trade sales
  • Bachelor’s Degree in Finance or Accounting required – MBA/CPA a pluss
  • Three years of business experience with financial analysis and data management, preferably within CPG industry with work history consisting of Brand finance or Sales finance
  • P&L background/experience along with knowledge of financial systems and accounting concepts
  • Demonstrated professional success, with an ability to deal with ambiguity, change, and a dynamic business environment
  • Ability to leverage analytics and insights to generate meaningful financial solutions
  • Strong verbal and written communication skills, with strong financial business acumen
4

Trade Sales Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of trade sales. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for trade sales
  • Act as a visible resource to Support Specialists, Corporate, and Trade & Contract Sales teams, including answering product and process questions, clarifying SOPs, and providing guidance as needed
  • Provide phone and email support for incoming Trade & Contract inquiries, providing prompt, courteous, and professional service
  • Provide sales support to Trade & Contract Sales Reps by taking ownership of tasks, customer requests, and service once an opportunity has been secured
  • Assist customers with product selection by providing appropriate product choices, related items, and additional information as needed
  • Lead by example by performing all department tasks accurately and efficiently
  • Assist Trade Sales Supervisor with administrative duties as requested
  • Fill-in role & duties as needed when Trade Sales Supervisor is out of office
  • Relationship Selling– Learn how to attain sales goals achieving strong relationships with our customers
  • Customer Service–The associate sales rep
  • Product Returns–The sales rep
Qualifications for trade sales
  • Experience leading multiple stage projects from conception to completion
  • Fundamental knowledge of GAAP accounting policies
  • 0-3 years of commercial/sales experience that involved working closely with customers to deliver results
  • Experience in health care (OTC, Gx), Fast Moving Consumer Goods (FMCG) and/or Retail is preferred
  • Good understanding of Trade Marketing activities
  • BA/BS degree in Business, Marketing, Sales, Communications or related field (or equivalent work experience) required
5

Trade Sales Job Description

Job Description Example
Our company is looking for a trade sales. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for trade sales
  • Must attend all sales meetings, company meetings and other mandatory scheduled events
  • Working with the data from the market such as Dunnhumby
  • You will have the opportunity to work with different teams in the sales department
  • You will also have a chance to develop more in the analytical skills and in time management
  • Also you will have an opportunity to develop your communication skills, we are working in a multinational team
  • Provide payment risk mitigation counseling for Trade Finance products to commercial banking clients
  • Oversees the coordination of new and existing client product set up, working with Trade Finance operations group and Trade Finance product vendor to ensure all new set ups are established correctly
  • Works closely with client to ensure process and training for Trade Finance products is thorough, ensuring client satisfaction
  • Retains and expands relationships with existing clients
  • Works closely with SBA relationship managers and liaises to identify cross sell opportunities for export financing products offered through SBA and Export Import Bank
Qualifications for trade sales
  • 3 years of sales support and/or event planning
  • Up to 30 days of travel required (annually – heavily weighted in the months of Feb, Mar, May, Aug, Sept and Oct)
  • Sales and/or event coordination experience in the Co-op/Hardware channel is a plus
  • Project management skills and the ability to simultaneously manage projects
  • Proper telephone/email etiquette and techniques to answer customer service phone calls in a timely, polite and professional manner
  • Intermediate experience working with Outlook, Word, Excel and Powerpoint

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