Job Objective / Summary
- Deposit Mobilization
- Sales of Company Financial Products and Services
- Sourcing Funds and Accounts opening for both Corporates and High Networth Individuals
- Managing investments portfolios and accounts.
- Relationship Management
Job Duties / Responsibilities :
Compile and profile names of High Networth Individuals / Corporate Organisations that fit the target market descriptionFacilitate meetings, for presenting our services offerings.Achieve set cluster meeting targetsCoordinate at the team level, the development and execution of all market strategies.Facilitate conversion of prospects including follow up of individuals, group / clusters, companies and achieve set conversion targets.Upselling of pre-qualified retail clients to other servicesActively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.Obtain referrals from clients in line with the targets set for the teamGenerate weekly / monthly reports on progress of conversion of prospectsAchieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arisesProvide support towards all Company’s related events and actively create opportunities for the salesOther responsibilities may be assigned by management from time to timeKey Performance Metrics :
N150M Investment mobilization monthly, Minimum of 10 accounts conversion
Identification of minimum of 10 Companies for B2B Marketing
Identification of a minimum of 20 prospects per month (120)
Minimum of 4 leads through referral per month (24)
Weekly update of marketing report – Every Friday
Pre and post call memo for all calls – Daily
Comprehensive monthly report on all marketing activities – First working day of the following month
Portfolio position reporting to clients on a monthly & quarterly basis – Two working days after month end
Skills & Competencies :
Must be analytical.Able to understand complex informationStrong mathematical skillsConfidenceGood presentation skillsRelationship management