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Derivative Sales Specialist Onboarding

Welcome session and introduction to the team

Providing job description and performance expectations

Training on company's Product and Services

Introduction to company’s systems and technologies

Training on derivatives market and its products

Understanding the sales process and client management

Hands-on training on preparing sales documents

Learning regulatory requirements and compliance procedures

Understanding risk management

Approval: Manager for understanding the processes and products

Role play scenarios to apply learning in practical situation

Sitting with experienced sales specialist to observe

Working on mock client accounts

Approval: Supervisor for performance in mock situations

Assigning first client account to handle

Continuous feedback and improvement discussions

Approval: Sales Head for handling own clients

Understanding continuous education and development opportunities

Introduction to career progression opportunities

Welcome session and introduction to the team

Welcome to the Derivative Sales Specialist Onboarding workflow! This task is all about getting you acquainted with the team. It's important to feel comfortable and connected with your colleagues, as they will be your support network throughout your journey here. This task will set the tone for your onboarding experience and help you feel welcomed and settled in. What are some ways you can contribute to a positive team environment? How can good relationships with your team members positively impact your work? Share your thoughts below.

Your name

Your employee ID

Preferred communication method

1

Email
2

Phone
3

In-person
4

Instant messaging

Providing job description and performance expectations

In order to excel in your role as a Derivative Sales Specialist, it's crucial to have a clear understanding of your job responsibilities and performance expectations. This task will provide you with the necessary information to gauge your performance against defined criteria. What key responsibilities and goals do you think are important for success in this role? Share your thoughts below.

List some key responsibilities of a Derivative Sales Specialist

Describe the performance expectations for this role

Training on company's Product and Services

As a Derivative Sales Specialist, it's vital to have a comprehensive understanding of the company's products and services. This training session will equip you with the knowledge and skills needed to effectively communicate and promote these offerings to clients. What features or benefits of the company's products and services do you find most impressive? How would you communicate these to a potential client? Share your thoughts below.

What products or services does the company offer?

1

Derivatives trading
2

Investment advisory
3

Risk management solutions

Describe a unique selling point of one of the company's products or services

Introduction to company’s systems and technologies

In order to navigate and utilize the company's systems and technologies efficiently, it's important to be familiar with their functionalities. This task will introduce you to the key systems and technologies used within the company. How do you think these systems and technologies can enhance your productivity as a Derivative Sales Specialist? Share your thoughts below.

Which systems or technologies are used at the company?

1

CRM system
2

Trading platform
3

Data analytics software

Training on derivatives market and its products

To be a successful Derivative Sales Specialist, it's essential to have a strong understanding of the derivatives market and its various products. This training session will provide you with an overview of the market and the products you will be dealing with. How do you think a deep understanding of the derivatives market will impact your ability to effectively sell products to clients? Share your thoughts below.

What is a derivative? Provide a brief definition.

What are some common types of derivatives?