Competency Title:

Sales and Marketing

Competency Type:


Competency Description

This competency refers to the ability to provide solutions that meet client requirements in acquiring capital market product and services. The scope includes establishing customer requirement, analysing market trends and demands and gaining customer's acceptance of the products or services.

Level 1 - Awareness

Level 1

• Recognise the organisational marketing strategy.
• Gather customer and market information.
• Recognise products and services available in the capital market.
Level 2 - Knowledge

Level 2

• Identify customer requirements and preferences in relation to capital market products or services.
• Outline the elements of the various components in the marketing strategy.
• Present product/service information that meets the customer's requirements.
Level 3 - Skill

Level 3

• Conduct market analysis and recommend specific products and/or services.
• Implement the marketing strategy for specific product and/or services.
• Apply appropriate techniques to gain customer's acceptance for the proposed products or services.
Level 4 - Mastery

Level 4

• Study market trends to identify opportunities to sell capital market products and services.
• Develop marketing strategy to serve the relevant needs of the market and customers.
• Develop sales approach designed to influence favourable customer decision-making.
Level 5 - Expert

Level 5

• Review organisation's capacity to serve customers' demands and requirements.
• Guide future marketing strategy by evaluating current marketing activities and customer satisfaction levels.
• Evaluate current sales approach and recommend appropriate strategies for improvement.