Applies subject matter expertise in the financial sector to formulate the organization's sales strategies, create market demand, and achieve the business objectives, based on a thorough understanding of the key market trends and developments. Acts as the go-to expert in the organization on the skills and techniques required to revise, forecast and drive the achievement of the overall sales targets.

Uses full understanding of the key elements of the business unit's or department's sales plans to develop and implement a sales action plan that serves the relevant needs of the customers. Recommends and justifies the need for refinements to the sales strategies and activities and drives the departments towards the achievement of their sales targets.

Provides consultation on the characteristics of the various financial products related to the lines of business. Utilizes deep understanding of the appropriate techniques required for obtaining customer acceptance of the proposed products. Analyses customer needs for the purpose of making recommendations on specific products that match their needs and guides the teams to do the same.

Distinguishes between the different financial products related to the line of business. Builds an understanding of the process of matching specific products of the organization to the customers' requirements. Demonstrates specialised knowledge of the skills and techniques of consumer analysis to identify customer requirements and preferences.

Demonstrates basic understanding of how to identify the various financial products related to the line of business. Has basic knowledge of the skills and techniques required to generate sales for the organization. Gathers information on existing and potential customers and their requirements and preferences within the context of own job.