Territory Sales Coordinator – Client Relations
Desjardins • montreal (administrative region), Canada
Role Description
Elevate business development efforts as a Territory Sales Coordinator, assisting both members and clients with excellent service metrics. This hybrid role requires on-site presence three days a week.
You will report to the Regional Vice-President while supporting the Regional Sales Director in territory management tasks. Primary responsibilities include facilitating Investment Advisors' access, organizing client appreciation events, and administering dealer support requests aligned with Desjardins' policies. Your strong interpersonal skills will enhance client satisfaction throughout all interactions.
Key Responsibilities:
• Facilitate access to Investment Advisors in the territory
• Organize and confirm client appreciation events
• Maintain regular contact via various communication methods
• Administer dealer support requests for marketing
• Provide dynamic reporting to Sales Management
Requirements:
• College diploma in a related field
• Minimum two year...
You will report to the Regional Vice-President while supporting the Regional Sales Director in territory management tasks. Primary responsibilities include facilitating Investment Advisors' access, organizing client appreciation events, and administering dealer support requests aligned with Desjardins' policies. Your strong interpersonal skills will enhance client satisfaction throughout all interactions.
Key Responsibilities:
• Facilitate access to Investment Advisors in the territory
• Organize and confirm client appreciation events
• Maintain regular contact via various communication methods
• Administer dealer support requests for marketing
• Provide dynamic reporting to Sales Management
Requirements:
• College diploma in a related field
• Minimum two year...