Job Objective/Summary

Deposit Mobilization
Sales of Company Financial Products and Services
Sourcing Funds and Accounts opening for both Corporates and Individuals
Managing investments portfolios and accounts.
Relationship Management

Job Duties/Responsibilities:

Compile and profile names of individuals/companies that fit the target market description
Facilitate meetings, for presenting our services offerings.
Achieve set cluster meeting targets
Coordinate 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 services
Actively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.
Obtain referrals from clients in line with the targets set for the team
Generate weekly/monthly reports on progress of conversion of prospects
Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises
Provide support towards all Company’s related events and actively create opportunities for the sales
Other responsibilities may be assigned by management from time to time

Skills & Competencies:

Must be analytical.
Able to understand complex information
Strong mathematical skills
Confidence
Good presentation skills
Relationship management.

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