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Prospecting:
- To actively identify and seek new business contacts.
- Liaise with Risk (including but not limited to Credit, Legal and Documentation) and Compliance Departments where necessary for the development of existing and prospective business.
- Complete full and detailed meeting reports after visiting present or prospective customers within five business days of returning to work in the office.
Reporting:
- Report any event or news, both unsubstantiated and substantiated in the market place, which may have material affect counterparty risk or position in the market place.
- Report to the appropriate manager / officer any matters which may be required under appropriate regulatory or legal requirements
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Product Knowledge:
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- Be knowledgeable and remain up to date on all products that are marketed.
- Be able to translate the advantages / disadvantages of products / services to customers.
- Be aware of our strength and weaknesses in relation to our competitors.
Client Knowledge:
- Understand the relationship that has with its customers. This will include but not limited to commission rates, credit lines, utilization of credit lines, margins payment record.
- Complete full, informative and balanced Executive Summaries when proposing new or amended credit lines to the internal Credit Committee. Such summaries should include positives and negative comments towards the customer where material.
- Attend Credit Committee meetings or any other meetings when invited to do so and be knowledgeable about the customer.
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“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Prospecting
Risk Management
Compliance
Market Analysis
Client Relationship Management
Credit Analysis
Product Knowledge
Reporting
Location