How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Account Manager
  • Branch Manager
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager

  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.

  • Contact current or potential customers to promote products or services.
  • Customize financial products or services to meet customer needs.
  • Explain technical product or service information to customers.
  • Gather customer or product information to determine customer needs.
  • Purchase products or services.
  • Sell products or services.