Institutional Sales Cover Letter

In response to your job posting for institutional sales, I am including this letter and my resume for your review.

In the previous role, I was responsible for competitive analysis, updates on product strategies, trends in the marketplace, product profiles, client and prospective profiles, conference presentations, and other related materials to members of the team to assist in the sales process.

Please consider my experience and qualifications for this position:

• Attend industry conferences on an as-needed basis
• Native in Japanese and good command of English
• Experience working with Japanese institutional investors
• Able to negotiate effectively (internally & externally) to solve issues (troubleshooting)
• Understand FI clients’ distinct buying behaviors, maintain existing relationships, and retain and grow an existing book of business
• Team up with the other Global Asset Management institutional sales teams for client planning, knowledge and best practice sharing, and providing help regarding their global and U.S. sales efforts
• Partner with product management to identify product gaps or enhancement ideas and contribute to development of long-term vision/product strategy
• Represent the U.S. Liquidity Business and participate in FI – industry events

I submit this application to express my sincere interest in the institutional sales position.

Previously, I was responsible for in-depth analytics of Touchstone products versus the competitive landscape and finds positioning opportunities.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Expertise in ‘consultative’ selling ( across multiple stake holders)
• Outgoing, high energy, sense of urgency, self-motivated, enthusiastic ambitious and goal-oriented
• Skilled in collaborating cross-functionally
• Relevant professional licenses of the Asset Management industry
• Written/verbal communication skills to explain complex subjects and solutions
• Coursework towards CFA designation
• Studies in business finance and/or economics (bachelor or master level)
• Fluent written and verbal English and French

Please consider me for the institutional sales opportunity. I am including my resume that lists my qualifications and experience.

In my previous role, I was responsible for competitive technical feedback to the product divisions to assist in generating new products and product lines.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Exposure to treasury/cash/short-term investment management products
• Good knowledge of the Financial Institution and Banking landscape in the U.S
• Solid foundation in technical analysis and financial modelling, demonstrable understanding of traditional and alternative financial products
• Attention to detail, and practical experience of preparing high quality pitch material
• PRC Nationalilty
• CFA certification or equivalent is highly preferred
• Solid industry and investment knowledge
• Experience selling into capital markets clients

In response to your job posting for institutional sales, I am including this letter and my resume for your review.

In the previous role, I was responsible for resources and meet customer needs for disease-state information, diagnostic and patient identification resources, and product-specific support.

My experience is an excellent fit for the list of requirements in this job:

• Strong presentation skillsProspecting experience
• Existing industry relationships on the West coast
• Strong knowledge of our 2 main product lines (ETD, OTCC)
• Genuinely interested in financial markets and continually learning and staying abreast of new developments
• Excellent rolodex of established contacts in the target UK investment management, Pension fund and or Insurance sectors
• Proven experience engaging at CXO level
• Knowledge of the UK regulatory environment and issues
• Proven expertise in cold calling, running and closing sales deals

Please consider me for the institutional sales opportunity. I am including my resume that lists my qualifications and experience.

Previously, I was responsible for specialized support to an FA through technical expertise in certain product areas.

I reviewed the requirements of the job opening and I believe my candidacy is an excellent fit for this position. Some of the key requirements that I have extensive experience with include:

• Analytical, well organized and attentive to details
• In collaboration with National Vice President develop and implement marketing strategy for institutional sales
• Drive the growth of RFP's, Final's and Win's in the identified market
• Lead the team during the RFP process, in making presentations & closing the sale
• Build strong working relationships with consultants
• Experience prospecting new clients
• Proven track record of selling OMS Solutions
• Record of exceeding sales targets