The person in charge of managing and recruiting clients, as well as achieving the loyalty of the client portfolio which may be made up of businesses and private individuals; also carries out some administrative tasks.

• Build loyalty and maintain the client portfolio, identifying their level of connection with the company and the risk of abandonment. Then, based on these facts, decide what efforts must be made and through which channels.
• Advise the clients on financial matters, in other words, make investment recommendations, explain their rights, analyse the clauses of the formalised financial agreement and answer any questions regarding its content and cover (compensation for possible losses that the client could experience).
• Implement marketing strategies for the financial transactions: market research, direct marketing, telephone and cross-selling marketing, etc.
• Highlight the importance and advantages of the marketed financial products through the presentation of services, reasoning and negotiation.
• Manage and monitor the administrative procedures that must be carried out related to commercial management. This entails explaining to the client the possible changes in the agreements' conditions (which could result from the modification of the financial agreements, changes in the capital or assumed risk, etc).
• Prepare reports on the status of the client portfolio.
• Report to the immediate superior, which is usually the sales director, on the new clients attracted, the formalised agreements and the projected commercial activities to be carried out.
• Apply calculation and data analysis (statistical functions) tools that make it possible to optimise information on the clients, products, markets and salespersons.
  

Regulated training and graduates

• Certificat de Professionalitat de la Família Administració i gestió: Finançament d'empreses (Nivell 3)
• Professional Training Course(s) in the field of Trade and Marketing - Advanced Level: Sales and commercial spaces management
• Professional Training Course(s) in the field of Trade and Marketing - Advanced Level: Trade and Marketing
• Professional Training Course(s) in the field of Administration and Management - Advanced Level: Administration and Finance

Complementary training

Other specific skills

Flexibility and change management: Level 2

Analytical thought: Level 2

Planning and organisation: Level 2

Learning and use of knowledge: Level 1

Strategic orientation: Level 2

Customer orientation: Level 2

Communication

Those who show a preference for the field of communication are interested in the generation and dissemination of information. This information, however, can have various purposes: provide information on events and occurrences, generate public opinion on a certain topic or promote and publicise a service or product. Carrying out these activities requires knowledge of various techniques aimed at communication, persuasion and marketing.

Management

The organisation, administration and control of a company or entity are the main interests of people related to the management field. Activities included in this field of interest vary from effective resource management, feasibility analyses and solving business problems to the development of skills and fostering of motivation in relation to human resources. Knowledge regarding specific techniques of strategic administration and business management are required to carry out these activities.

Wholesale Sales Manager

Fair Trade advisor

Commercial agent

Migration advisor

Corporate Events Planner

• Work hours

  Full time with flexible working hours.

• Salary

  Salaries paid to sales managers/commercial agents are calculated on the basis of hours worked, educational level, proven track record and targets met. This is not a a fixed remuneration, as a variable percentage is added to gross annual salaries which depends on the objectives achieved. The remuneration also depends on the volume of the client portfolio. Gross annual salaries can range from 20.223 to 24.897 Euros, usually with added social benefits. Median: 22.439 euros annum gross.
  
  Source: Report "Observatory of Jobs and Salaries of the Labour Market. Barcelona Activa", elaborated by ICSA Grupo. April 2015.

• Professional category

  Technician

• Human resources and equipment

  In order to carry out the duties typical of a sales manager, it is necessary to have access to a computer, an Internet connection, a mobile telephone/diary and one's own vehicle.

• Initial investments

  The material resources indicated are essential, which places the initial investment at around 18,000 Euros.