Trader (Retail Municipal Bonds) is responsible for the timely buying and selling of retail municipal bonds. Executes orders and reviews documentation to ensure accuracy, proper record keeping, and compliance to regulations. Being a Trader (Retail Municipal Bonds) evaluates market volatility and ensures clients receive the best rate available. Establishes connections with other dealers to ensure inventory of bonds is maximized. Additionally, Trader (Retail Municipal Bonds) requires a bachelor's degree. Typically reports to a manager. May require state licensure. The Trader (Retail Municipal Bonds) contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be a Trader (Retail Municipal Bonds) typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)
1) Focus areas are : a. Maximize sales to customers b. Develop new customers c. Develop new product lines to existing customers d.
Ship product effectively and ensure document delivery to avoid demurrage e. Learn product details, history and origins, compile sales reports f.
Problem solving 2) Assist in spending controls to maximize pretax profit. 3) Ensure accounts are held within dollar limits.
4) Monitor account status and do collection work as needed. 5) Be a leader. Set the pace for sales and hustle, punctuality, and attention to detail.
8) Send shipment updates to customers a minimum of once per month, ideally every two weeks for your larger customers. This should be done by your shipping assistant, but it is your responsibility to insure it is done.
9) Cover the shipment updates with your customers, especially when product is contracted over a long period of time and draw-down rates need to be considered.
Keep suppliers aware of contract draw-down rates and timing, especially if there will be delays. 10) Identify market conditions that provide opportunity for sales, and ensure other salespeople are aware of opportunities.
11) Train assistants and other staff members on various office duties, logistics, products, strategies, and trading. 12) Adhere to and always keep in mind the principles of our business.
13) Bilingual Spanish / English - written / spoken communication.
Last updated : 2024-03-04
0 Trader (Retail Municipal Bonds) jobs found in Gary, IN area