Portfolio Sales Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the portfolio sales job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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A Adams

Ada

Adams

875 Travon Corners

Los Angeles

+1 (555) 614 3743

875 Travon Corners

Los Angeles

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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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