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
Key Performance Metrics:
- N150M Investment mobilization monthly, Minimum of 12 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 information
- Strong mathematical skills
- Confidence
- Good presentation skills
- Relationship management