Treasury Sales Associate
Full Time6 days ago
Employment Information
JOB DUTIES & RESPONSIBILITIES
To develop and execute strategic business plans that ensure the development of strong business relationships.
Acquire retain and grow the business and client portfolio (Fund Management)
Own and hit/exceed annual sales targets.
Keep abreast of new regulations or policies that may affect earnings and investment portfolio.
Development and execute strategic client onboarding and business expansion plans.
Leverage, engage and collaborate with other financial institutions to ensure the highest possible returnon investment for MBO Capital
Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments.
Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework.
Develop and execute strategic plan to achieve sales targets and expand customer base.
Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives.
Effectively communicate the value proposition through proposals and presentations
Develop a Portfolio of alternative fund raising/investment products for identified/target clients.
Develop alternative funding solutions for the organization while optimizing funding opportunities and generate low-cost funding.
Develop an awareness of current issues in portfolio management, asset, as well as domestic and international financial markets (micros and macros)
Understand client’s risk profile ensure propositions are within the organization’s risk threshold.
Provide responsive service to clients ensuring that all queries, complaints/ problems, and
transactional requests are attended to quickly and efficiently.
Planning and Preparing Presentations
Development of market literature and business reports for management feedback
EDUCATIONAL & PROFESSIONAL QUALIFICATION
B.Sc. Economics, Accounting, Banking and Finance
8 years minimum experience in Treasury Sales/ Business Development
Master’s in business administration & other related professional qualification (Desirable)
COMPETENCY REQUIREMENTS
Enhanced writing and communication skills
Financial interpretation
Interpersonal /People\\\'s skills
Analytical / Problem solving skills.
Knowledge and experience in customer Relationship Management
Knowledge of Investment Management & Financial Advisory
Strong knowledge of finance i.e., equity, debt, and portfolio management
Understanding of Wealth Management tools
go to method of application »
To develop and execute strategic business plans that ensure the development of strong business relationships.
Acquire retain and grow the business and client portfolio (Fund Management)
Own and hit/exceed annual sales targets.
Keep abreast of new regulations or policies that may affect earnings and investment portfolio.
Development and execute strategic client onboarding and business expansion plans.
Leverage, engage and collaborate with other financial institutions to ensure the highest possible returnon investment for MBO Capital
Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments.
Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework.
Develop and execute strategic plan to achieve sales targets and expand customer base.
Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives.
Effectively communicate the value proposition through proposals and presentations
Develop a Portfolio of alternative fund raising/investment products for identified/target clients.
Develop alternative funding solutions for the organization while optimizing funding opportunities and generate low-cost funding.
Develop an awareness of current issues in portfolio management, asset, as well as domestic and international financial markets (micros and macros)
Understand client’s risk profile ensure propositions are within the organization’s risk threshold.
Provide responsive service to clients ensuring that all queries, complaints/ problems, and
transactional requests are attended to quickly and efficiently.
Planning and Preparing Presentations
Development of market literature and business reports for management feedback
EDUCATIONAL & PROFESSIONAL QUALIFICATION
B.Sc. Economics, Accounting, Banking and Finance
8 years minimum experience in Treasury Sales/ Business Development
Master’s in business administration & other related professional qualification (Desirable)
COMPETENCY REQUIREMENTS
Enhanced writing and communication skills
Financial interpretation
Interpersonal /People\\\'s skills
Analytical / Problem solving skills.
Knowledge and experience in customer Relationship Management
Knowledge of Investment Management & Financial Advisory
Strong knowledge of finance i.e., equity, debt, and portfolio management
Understanding of Wealth Management tools
go to method of application »
Share this
