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Financial Product Sales Manager

  • Hybrid
    • Bratislava, Bratislavský kraj, Slovakia

Job description

Insignia Customer Service is seeking an experienced and commercially driven Financial Product Sales Manager to lead cross-selling initiatives and support the expansion of Insignia’s premium payment and financial service solutions. The successful candidate will play a strategic role in promoting tailored payment solutions and account services to high-net-worth and ultra-high-net-worth clients across existing and new client portfolios.

 

This role requires a strong combination of relationship management, financial sales expertise, client servicing excellence, commercial analysis, and international business development capabilities.

The ideal candidate will have a proven track record in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, luxury services, or international client relationship environments.

 

Key Responsibilities

Sales & Business Development

  • Drive sales and cross-selling activities across Insignia’s payment solutions and financial service offerings.

  • Promote Insignia prepaid card programmes, IBAN/payment account solutions, and other approved financial services to existing and prospective clients.

  • Analyse existing client portfolios to identify new commercial opportunities and areas for service expansion.

  • Identify opportunities to expand client engagement through tailored payment solutions and premium services.

  • Develop and maintain strong relationships with HNW and UHNW individuals, family offices, corporate clients, and strategic partners.

  • Generate qualified leads through networking, referrals, partnerships, existing relationships, and business development initiatives.

  • Prepare presentations, commercial proposals, and strategic client recommendations.

  • Actively develop new business opportunities within the candidate’s own professional network and client portfolio.

Client Relationship Management

  • Deliver exceptional customer experience and maintain long-term client relationships.

  • Understand client objectives, operational needs, and commercial preferences to align suitable solutions.

  • Coordinate closely with customer service, compliance, legal, and operations teams to ensure seamless onboarding and account management.

  • Maintain regular communication with clients regarding service enhancements, commercial opportunities, and product developments.

Commercial Strategy

  • Contribute to the development of revenue growth strategies and sales campaigns.

  • Monitor market trends, competitor activity, and emerging payment and fintech developments.

  • Assist management in identifying new commercial partnerships and business opportunities.

  • Participate in international business meetings, conferences, and networking events.

Compliance & Reporting

  • Ensure all sales activities comply with internal compliance standards and applicable financial regulations.

  • Maintain accurate CRM records, pipeline reporting, and sales documentation.

  • Support due diligence and KYC procedures where required.

Job requirements

Essential Qualifications & Experience

  • Minimum 5 years of experience in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, or related sectors.

  • Strong understanding of payment solutions, client onboarding processes, and financial service environments.

  • Experience working with HNW/UHNW clientele and international markets.

  • Demonstrated success in achieving sales targets and developing long-term client relationships.

  • Excellent communication, negotiation, and presentation skills.

  • Commercially minded with strong entrepreneurial and networking abilities.

  • Ability to analyse client portfolios and identify new commercial opportunities.

  • Ability to work independently in a fast-paced international environment.

Preferred Qualifications

  • Degree in Finance, Economics, Business Administration, or related field.

  • Professional certifications in finance, payments, or compliance are advantageous.

  • Knowledge of fintech, payment ecosystems, and digital finance trends.

  • Multilingual skills are considered a strong advantage.

 

Personal Attributes

  • Professional and discreet approach to client relationships.

  • Strong interpersonal and consultative sales skills.

  • Strategic thinker with proactive business development mindset.

  • High ethical standards and attention to detail.

  • Internationally minded with cross-cultural communication abilities.

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