Senior Solutions Sales Engineer
Printec S.A
Total years of experience :24 years, 3 Months
- Support Account Managers in all stages of the sales process by identifying, analyzing and understanding present and future technical needs and requests formulated by clients, in relation with Printec’s Portfolio.
- Develop and validate, through close follow-up with technical buyers, the technical solutions that fit with clients’ needs, providing right balance between quality & cost.
- Develop the technical solution for global and local bids/RFPs, as per the presales organization’s engagement frame, including the gathering and preparation of the technical part for all local offers to clients.
- Support delivery teams for the implementation of technical solution sold to clients, by updating them on all the aspects of the technical solution and interfacing between them and vendors/external partners.
- Develop channel partners to increase company-wide sales leads and industry partnerships.
- Maintain, update and visit top accounts to strengthen customer loyalty and drive cross-selling opportunities.
- Recorded and analyzed client’s demands and provide feasible solutions by coordinating different departments.
- Leaded all technical aspects of the sales process as a solutions expert.
- Provided Presales support (preparation and implementation of presentations, drafting of technical and financial proposals)
- Demo preparation and execution for local or international clients.
- Provided coaching and professional development to the sales team in order to enhance their product knowledge, technical acumen, and technical sales skills.
- Worked with consultants and other staff from partner organizations to identify, define and present solution architecture for clients.
- Single-handedly managed client’s proposals development and reports.
- Planned overall investment strategy, proposing and implementing feasible solutions for maximising profitability, understanding and ensuring diversification needs of clients.
- Established, maintained and built strong relationships with new and existing institutional end investors across Europe to facilitate related negotiated competitive deals.
- Executed daily positions reconciliation and cash management.
- Daily monitored of individuals’ portfolios with regard to compliance and investment guidelines
- Responsible for communicating with banks, brokerage houses, asset management, and hedge funds.
- Actively traded on wide range of fixed income products.
- Tracked and monitored marketplace positioning.
- Ensured that customer queries in relation to fixed income are effectively handled with complete customer satisfaction
- Provided competitive pricing for RMs and customers.
- Formulated, proposed and implemented investment strategies.
- Provided fixed income investment advice while assisted relationship managers in maintaining client relationships
- Managed diverse tasks based on assets acquisition, client acquisition, and portfolio management.
- Executed transactions on equities, bonds, exchange-traded funds (ETFs), commodities and foreign exchange (FX).
- Generated innovative investment ideas based on clients’ preferences and restrictions.
- Provided and implemented tactical investment advice/recommendations for HNWI.
- Daily monitored, reviewed and analysed advisory portfolios (trade generation, re-balancing).
- Responded to both internal and external client queries in a timely fashion
- Prepared and delivered management presentations, investment proposals and performance reports.
- Liaised with relevant departments and business units to resolved day to day operational issues.
- Ensured compliance with all local regulatory policies and guidelines.
- Identified cross-sell opportunities for commercial, wealth and advisory products.
- Assisted relationship manager in fulfilling daily tasks, both investment and administrative related.
Deree College- The American College of Greece - Bachelor of Science in Business Administration/ Finance major