Company: Scotiabank

Location: Halifax, NS

Job description: file preparation (paper or digital) prior to discovery meeting with the client, which may include requesting the completion…, which may include fee agreements (paper or digital) as well as any account opening documentation where and when…
Before meeting with a client for a discovery session, it is important to prepare all necessary paperwork, whether in paper or digital format. This may involve requesting the completion of fee agreements and account opening documentation, and ensuring that all necessary documents are in order for the meeting.
The job description from the provided website is for a Sales Executive position. The main responsibilities include:

– Developing and maintaining good communication and relationships with clients
– Achieving sales targets and goals set by the company
– Identifying new sales opportunities and potential clients
– Generating leads through different channels and converting them into sales
– Providing product knowledge and information to clients
– Updating the CRM system with accurate and up-to-date information
– Collaborating with the sales team to achieve overall sales targets
– Attending sales meetings and training sessions to enhance sales skills and knowledge
– Keeping up to date with industry trends and market changes to adapt sales strategies accordingly

Overall, the Sales Executive will play a key role in driving sales growth and maintaining strong client relationships for the company.

Expected salary:

Job date: Fri, 28 Jun 2024 22:52:43 GMT