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CBA, Markets Direct (Associate), Responsibilities, Required, Key Account…

- - - - Weekly sales activity metric for giving and helping clients, colleagues, or referral partners.
      - Generosity is a key trait found in salespeople with high interpersonal skills because they genuinely care about their clients and partners.
      - I.e. introducing your client to a potential prospect.
      - I.e. sending an article of interest that will help your clients or partners in their business.
      - I.e. inviting them to an event to meet other prospects or partners.
      - I.e. host a joint webinar and send an invitation to both of your customer databases.
      - Set a meeting to go over your client list to see what introductions are of value.
      - Setting a give goal of five, where you strive to make a deposit into your clients and referral partners’ relationship account five times each week.
- - - - Education
- - - - 80-20 rule
      - Don't throw the baby out with the bath water. Find alchemy accounts.
    - - How do they make money?
      - Strengths, weaknesses, opportunities and competitors
      - What drives this business?
      - What are the possible landmines for this business?
    - - Provide insights into foreign exchange markets and their business landscape
      - Educate on products that are benefit to the business and further develop business
      - Day to day
        
        three things that will help the client
        
        What is currently happening with the market
        
        Hi Tom, With your coming payment at the end of this month there are a few things on the calendar that I want to tell you about that could create some volatiltiy for the AUD.
        Would you like me to place a limit for you or take some cover in front of the news?
        
        What are the risks for the client
        
        What is my solution for the client
        
        Insight piece
        
        Hi Steve, with your warehouse being affected by the floods, here is the new 2billion dollar rollout by the Australian government and how it affects you to help you alleviate some pressure.
- - - - So for example I like to do a lot of background work and behind the scenes work amongst other things so that when I’m in front of someone or about to teach someone something I’m much more relaxed knowing that I’ve already done all the hard yards and it becomes second nature for me to execute and improvise the unknown.