Portfolio Sales Resume Samples

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AA
A Adams
Ada
Adams
875 Travon Corners
Los Angeles
CA
+1 (555) 614 3743
875 Travon Corners
Los Angeles
CA
Phone
p +1 (555) 614 3743
Experience Experience
Boston, MA
Portfolio Analytics & Risk Sales
Boston, MA
Nolan-Turcotte
Boston, MA
Portfolio Analytics & Risk Sales
  • Working in or selling to the buy-side i.e. pension funds, investment advisors or mutual funds
  • Working in or selling to the buy-side in Australia i.e. pension funds, investment advisors or mutual funds
  • Aiming to work your way towards CFA, FRM or CIPM would be a plus but not essential
  • Aiming to work their way towards CFA, FRM or CIPM would be a plus but not essential
  • Assist with Bloomberg Professional terminal sales on back of our Portfolio and Risk analytics
  • Aptitude to excel in a fast paced, rapidly growing environment
  • Conduct internal and client training
Houston, TX
Wood Portfolio Sales Manager, Mid-atlantic
Houston, TX
Cummings Inc
Houston, TX
Wood Portfolio Sales Manager, Mid-atlantic
  • Gaining access to key decision makers and cultivating effective strategic relationships
  • In collaboration with the Regional Director, Create a wood sales strategy for achieving business results in the assigned region
  • Delivering wood training to internal and external customers in order to facilitate the process of communication and knowledge management
  • Collecting and reporting accurate and timely information as requested
  • Conducting ongoing business reviews and planning meetings
  • Orchestrating resources and collaborating with team members to deliver wood product sales results in the assigned region
  • Expected to lead and collaborate on wood product initiatives, merchandising programs, pricing strategies and promotions that lead to sales growth and share gain
present
Chicago, IL
Portfolio Advisory Tier Sales Desk Manager
Chicago, IL
Braun-Nikolaus
present
Chicago, IL
Portfolio Advisory Tier Sales Desk Manager
present
  • Contribute thought leadership and investment content through direct participation in ongoing PAG publications and potentially author ad hoc investment pieces.
  • Deliver the firms thought leadership, market views and investment process across all asset classes
  • Partner with field leader to engage FAs on practice management with a key focus on advisory
  • Expert knowledge of the UBS product platform
  • Work effectively as a team member with the broader PAG organization to promote a positive team culture, engage in idea flow and ensure excellence in client service
  • Fluency in all asset classes and investment vehicles is necessary to articulate and implement both strategic and tactical asset allocation advice (including equities, fixed income, and alternatives (structured products, private equity, venture capital, real estate and hedge funds)
  • Assist in the development of new client relationships and participate in new business meetings or client reviews to articulate the firm's services and capabilities
Education Education
Bachelor’s Degree in Marketing
Bachelor’s Degree in Marketing
Kean University
Bachelor’s Degree in Marketing
Skills Skills
  • Strong interpersonal, verbal communication skills
  • Knowledge of unsecured loan products
  • Knowledge of Credit Card products
  • Understanding of Customer Service principles and practices
  • Sales experience
  • Direct Sales experience
  • Computer literacy
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15 Portfolio Sales resume templates

1

CRT Portfolio Sales Executive Resume Examples & Samples

  • Self-motivated and committed; with a desire to achieve goals and targets
  • Confident telephone skills
  • Ability to be resourceful
  • Ability to work both independently and as a team player
  • Proactive approach
  • Workunder strict deadlines
  • Additional languages would be advantageous
2

Portfolio Analytics & Risk Sales Resume Examples & Samples

  • Increase client adoption of Bloomberg Portfolio and Risk analytics
  • Upsell our desktop Bloomberg Portfolio and Risk Analytics at Enterprise level
  • Provide feedback to business managers on future product development needs
  • Fluent in French
  • Proven ability to identify new prospects and build and maintain solid client relationships
  • Working in or selling to the buy-side i.e. pension funds, investment advisors or mutual funds
  • Equity and Fixed Income market experience
  • Aptitude to excel in a fast paced, rapidly growing environment
  • A self-starter and proactive team player with strong multi-tasking skills
  • Aiming to work your way towards CFA, FRM or CIPM would be a plus but not essential
  • International travel required
3

Portfolio Analytics & Risk Sales Resume Examples & Samples

  • Domestic travel required
  • Demonstrated ability to identify new prospects and build and maintain solid client relationships
  • Experience working in or selling to the buy-side i.e. pension funds, investment advisors or mutual funds
  • A self-starter and proactive collaborator with strong multi-tasking skills
4

IBM Digital Sales Portfolio Marketing Professional Resume Examples & Samples

  • Strong digital marketing and content narrative design skills (social, editorial and web channels)
  • Skills in applying social and web analytics to optimise results from disparate channels
  • Proficiency in translating complex technologies and concepts to easy to understand content
  • 3- 5 years experience in previous online, digital or marketing role
  • Degree or equivalent
  • Expertise working with sellers or in a sales environment
5

Portfolio Advisory Tier Sales Desk Manager Resume Examples & Samples

  • Deliver the firms thought leadership, market views and investment process across all asset classes
  • Fluency in all asset classes and investment vehicles is necessary to articulate and implement both strategic and tactical asset allocation advice (including equities, fixed income, and alternatives (structured products, private equity, venture capital, real estate and hedge funds)
  • Deliver specific portfolio construction analysis and build customized presentations for existing clients and/or prospects. Ability to present and participate in client meetings required
  • Partner with field leader to engage FAs on practice management with a key focus on advisory
  • Expert knowledge of the UBS product platform
  • Work effectively as a team member with the broader PAG organization to promote a positive team culture, engage in idea flow and ensure excellence in client service
  • Contribute thought leadership and investment content through direct participation in ongoing PAG publications and potentially author ad hoc investment pieces
  • Assist in the development of new client relationships and participate in new business meetings or client reviews to articulate the firm's services and capabilities
  • Collaborate with appropriate 3rd party partners to effectively highlight their capabilities and increase FA usage within the offices
  • Regularly visit all branches covered to ensure proper visibility
6

Telemarketing Portfolio Actions Sales Unit Manager Resume Examples & Samples

  • Bachelor degree or above and good command of English
  • 2-5 yrs experience in the field of sales management
  • Good analytical skills and proficient in data management
  • Excellent leadership, interpersonal skills and able to communicate effectively with all levels
  • Forward thinking and goal-oriented
  • Able to handle effectively multiple projects
7

Commerce Portfolio Sales Representatie Resume Examples & Samples

  • At least 8 years experience in Software Solutions Sales
  • Knowledge of the key Federal Government departments
  • Experience in the B2B Integration
  • Experience with Business-to-Consumer (B2C) and Business-to-Business (B2B) Commerce solutions a plus
  • Proven sales performance in large and complex engagements
  • A positive attitude and commitment to teamwork
  • Australian Resident/Citizen and/or Australian PR Visa holders only please
8

Commerce Portfolio Sales Executive Resume Examples & Samples

  • Maintain and share a clear point of view on best practice in Omni-Channel eCommerce
  • Build strong relationships with key Line of Business executives in your accounts
  • Effectively orchestrate the huge resources at your disposal across IBM and it's partners
  • At least 5 years sales experience working for a software vendor
  • At least 3 years sales experience of selling complex solutions to large enterprises
  • At least 1 years experience of selling Marketing or eCommerce platforms
  • At least 3 years experience of selling Marketing or eCommerce platforms for vendors such as Salesforce, Adobe, Oracle or SAP
  • At least 1 years experience of selling to or working with marketing agencies
9

Sales Portfolio Director Resume Examples & Samples

  • Plan, organize, and lead the successful execution of the Food Care division growth and product development strategies for the NA Trays and External Products Portfolio. Lead the interpretation of Sector growth strategies into portfolio management operating plans and effectively deploy key elements of the plan
  • Establish a rolling 18 month to 2 year execution plan which details the means for achieving sales and profit objectives for Trays. Utilize this plan to achieve cross-functional agreement on priorities and alignment of resources and goals to achieve the key objectives
  • Drive alignment within the NA operations teams to manage capital requirements, working inventories, and all projects to achieve cash flow objectives. Will serve as the primary interface with R&D, EA&I and Supply Chain functions in the portfolio development stage-gate process
  • In conjunction with Sector Management, drive product planning process from concept to ship, producing business requirements documentation for all products, and work with engineering, documentation, QA and all other groups to manage risk and deliver customer solutions
  • Responsible for organizing cross-functional development teams, selecting project champions, and guiding these teams through the new product development and innovation process, commercial scale-up, and launch implementation phases
  • Proactively identify opportunities to optimize and rationalize product (SKU) offerings, and then socialize these continuous improvement opportunities with the key stakeholders and effectively implement
  • Responsible for margin management in partnership with sales and sector management
  • Must have a Bachelor/University Degree
  • Must have 8-10 years of related experience
10

Portfolio Manager, Sales Resume Examples & Samples

  • Fulfill negotiations and sales closure for non-strategic account renewals and sales opportunities
  • Manage and maintain strong relationships with existing business base. Focus on retaining business by ensuring a high level of client satisfaction. Communicate with clients regarding significant issues and direct their resolution
  • Maintain awareness of the market and industry trends
  • Review all available collateral and develop an understanding of their competitive situation in the market
  • Execute end to end sales fulfillment process including order execution
  • Collaborate with Business Development and Transaction Management team to ensure smooth client experience
  • Own and adhere departmental standards and processes
  • Bachelor degree holder in Finance, Economics, Business or a related subject
  • Broad based knowledge and understanding of the Capital Markets and Financial Services Industry
  • Sales Experience of 2 to 3 years of relevant experience in client facing sales roles including exposure to consultative sales techniques
  • Market experience – Exposure to the financial services industry which includes corporate finance techniques, mergers and acquisitions, operation of debt capital markets and financial institutions
  • Ability to deal with people at all levels within an organization
  • Must display can do and team player attitude
  • Demonstrated strong commitment in delivering quality customer service
11

Sales Manager Portfolio Resume Examples & Samples

  • Report team standings (service, production, expectations) to Sales Management
  • Responsible for agreed-upon minimum average monthly loan volume goals and minimum conversion metrics
  • Monitor team members to ensure Compliance and adherence to sales scripts and setting customer expectations and creating a sense of urgency
  • Manage team member turn times on speed of Docs Returned, leveraging e-acknowledgement and e-signatures technology
  • Must be willing to work flexible hours including some late week nights to 10PM EST and as well as Saturdays hours as needed
  • At least 5 years of mortgage origination experience, or a combination of 10 or more years in a sales leadership role and work experience in a directly-related industry
  • Experience creating and delivering one-on-one and group presentations
  • Consistently achieves personal production goals
12

Wood Portfolio Sales Manager, Mid-atlantic Resume Examples & Samples

  • Gaining access to key decision makers and cultivating effective strategic relationships
  • In collaboration with the Regional Director, Create a wood sales strategy for achieving business results in the assigned region
  • Orchestrating resources and collaborating with team members to deliver wood product sales results in the assigned region
  • Expected to lead and collaborate on wood product initiatives, merchandising programs, pricing strategies and promotions that lead to sales growth and share gain
  • Conducting ongoing business reviews and planning meetings
  • Delivering wood training to internal and external customers in order to facilitate the process of communication and knowledge management
  • Continually evaluating current and future sales probabilities, market trends, pricing, competition and new opportunities for the wood product category
  • Collecting and reporting accurate and timely information as requested
  • Developing and maintaining a thorough understanding of Armstrong Flooring products, distribution and the retail flooring industry
  • Preparing business reports and managing expense account within budget
  • 5-7 years of successful field sales experience
  • Experience as a top performer with outstanding results
  • A strong track record of achievement
  • The ability to learn quickly
  • Desire to sell a great brand and great products
  • Consultative selling, strong communication, influencing, negotiating, analytical, time/project management skills
13

Analytics Portfolio Sales Rep Resume Examples & Samples

  • Proven ability to articulate and deliver compelling, industry-focused solutions and value in one or more of the following strategic industries: Energy & Utilities, Computer Services, Media & Entertainment
  • In-depth knowledge of market in order to connect market trends to the IBM analytics portfolio to position compelling transformation solutions to clients
  • In-depth business development, sales and/or consultant experience
  • Strong collaboration and negotiation skills with ability to lead the collaborative process with both the client leadership and IBM's sales leadership
  • Excellent interpersonal and communication (oral and written) skills at all levels of an organization
  • Strong background in Open Source data and analytic solutions
  • Ability to build and maintain positive business relationships with peers and clients
  • At least 3 years experience in/deep knowledge and experience with solution sales that can transform businesses
  • At least 3 years experience in / successful Analytics software sales history
  • Experience selling to Energy & Utility customers
14

Watson Marketing & Commerce Portfolio Sales Leader Resume Examples & Samples

  • Working knowledge in Solutions Sales Methodology & Provocative Selling
  • Proven track record in selling similar solutions to C level, board and director levels: CMO, CRM director, VP of Sales, LoB Directors
  • Good understanding of marketing solutions and CRM
  • Working with customers in different industries: in Banking, Telco, Retail, Travel, Media
  • Solution and financial selling skills
  • Consultative Selling is a plus
  • Effective in building and maintaining relationships with strategic target accounts and decision-makers
  • Collaboration and Teamwork
  • Professional appearance and presentation required
15

Analytics Saas Portfolio Sales Rep-industrial Vertical Resume Examples & Samples

  • Develop, Own and maintain the Executive client relationship, acting as an advocate and trusted resource, proactively mobilizing IBM resources (Services, Support, Sales, Product Mgmt. etc.. ) on behalf of the client; and creating a streamlined IBM client experience
  • Demonstrate products, features and functions as a means to developing and progressing opportunities
  • Drive focused education and activity for IBM SaaS offerings in competitive accounts with a focus on ‘winbacks’ or FIE wins
  • Handle the commercial aspects of the relationship such as contract negotiations with clients, working closely with the sales management ,finance and pricing where necessary
  • Ensure clients have access to the right success Activities; onboarding programs, training, CSMs, services, support etc
  • Anticipate factors that could impede customer satisfaction and work to remove roadblocks to client success
  • Demonstrate effective use of heat maps, sales plays and unique offerings as a way to increase pipeline and drive new logo sales
  • Maintain sales hygiene with accurate and timely forecasting for your book of business, leverage IBM Exec sponsors etc…
  • At least 2-5 years of experience in SaaS Sales
  • Demonstrable Competitive or New Account Sales skills
  • Sales Experience in Analytics
  • 5+ years Sales experience in Analytics
  • Big 5 or Fortune 10 experience
  • 5 to 10 years of experience in SaaS Sales
  • Experience working with leaders in the Cloud, Big Data, Analytics & technology space
  • Vertical experience within Industrial Industries
16

Sales Portfolio Manager Resume Examples & Samples

  • 5 – 7 years of experience in marketing or sales in the adult beverage or hospitality industry. Demonstrated experience leading and managing a team required
  • Knowledge, insight, and understanding of business concepts, tools, and processes that are needed for making sound decisions in the context of the company's business; ability to apply this knowledge appropriately to diverse situations
  • Knowledge of the wine and spirits industry, its major issues and regulatory considerations and the ability to use this information in support of the organization when carrying out one's job function
  • Effective communication skills to present information, interpret and respond appropriately to different audiences
  • Strong relationship building skills to develop insight into customer needs, provide options and meet the customer’s and the company’s business needs
  • Strong analytical skills to synthesize complex and diverse information
  • Strong influencing skills to impact decisions within and outside the organization
  • Ability to develop sales plans, sales strategies that are future-oriented, support business strategy and reflect understanding of emerging, as well as existing, opportunities and markets
  • Ability to link the objectives of key accounts with portfolio growth goals
  • Ability to travel overnight domestically to field locations as needed
17

On Premise Full Portfolio Sales Consultant Resume Examples & Samples

  • Industry related sales experience within the distribution, hospitality, or supplier community
  • Reside within the radius of assigned territory
  • Must possess a dependable vehicle, valid Florida driver’s license, proof of vehicle registration and insurance, and a safe driving record
18

Sales Manager On Premise Split Portfolio Resume Examples & Samples

  • 5 + years of merchandising, sales, and management experience most recently as an area manager supervising/directing other individuals
  • Proficient in MS Office (Word, Excel, and Outlook)
  • Demonstrated success in building and improving relationships with suppliers and buyers combined with established and effective rapport
  • Proven ability to motivate, lead, and mentor newly appointed managers
19

Sales Engineer, HV Portfolio Resume Examples & Samples

  • Responsible for growing sales of Power Transformers, HV products and Transmission Solutions in Thailand, Myanmar, Cambodia and Laos
  • Coordinate effort between the Proposal Team, Project Team, Factories and Suppliers to formulate Solution Sell to market
  • Exceed sales goals and achieve assigned objectives
  • To ensure Market inputs are provided and necessary internal and external reports are submitted according to the required time frames
20

Outside Sales Specialist Vmware Portfolio Resume Examples & Samples

  • 6-10 years proven track record of selling, preferrebly within the IT industry
  • Proven selling ability in previous job level alongside ability to influence others
  • Self-starter capable of working on your own initiative
  • Preferred VMware VSP certifications
21

Senior Specialist Global Sales Portfolio Resume Examples & Samples

  • Effectively manage cross-functional relationships within the Supply Chain Planning organization and Business Unit in Asia Pacific
  • Supply Chain and Planning Process: Proactively seek and address Supply/Demand gaps and provide analysis, options, solution and recommendations for Management decision
  • Demand Review: Provide timely and accurate information on sales projects for the Supply Chain Planning throughout the entire value chain
  • Anticipate and manage risk of obsolete inventory and re-allocation of the same
  • Support and provide input to Sales Forecasting in the region as part of the Global S&OP process
  • Obtain approval and manage Release for Production and Capacity Mandate process
  • Increase the focus on enabling sales targets to be achieved by optimizing revenue and contribution margins for the sales projects
  • Masters Degree in Business, Mathematics or Engineering
  • Minimum 7 years experience within Supply Chain
  • Advanced experience using ERP (SAP); Microsoft Office (advanced-user capabilities with Excel) and CRM
  • Fully fluent in English communication skills to effectively present ideas. Danish is an advantage