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Relationship Manager
2 months ago
Job Description / Core Duties
- Cross-sell all the financial products of the Group: - Liability generation, Loans and Leases, Shares/Stocks/Bonds Federal, State & Corporate, Treasury Bills, FGN Savings Bonds, FX etc.
- Formulate and implement a strategy to increase the pool of HNIs the Group transacts with
- Pitch for business relationships with Local corporations, PFA's, Insurance companies, and other non-financial Institutions Institutional Sales & Marketing etc.
- Manage key relationships with customers to ensure the smooth running of these accounts.
- Oversee, Supervise and Coordinate an effective online marketing strategy.
- Development and implementation of service improvement strategies.
- Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.
- Together with Business Heads, review strategies for all networked customers to enhance business volumes and earnings.
- Implement marketing strategies to develop an existing portfolio and develop new opportunities.
- Understand customer needs and provide products and services to satisfy client's needs and achieve business objectives.
- Prepare and agree with the line Manager on a call planning to maximize returns in line with business strategy.
- Provide clients with Investment Advisory services.
- Develop an executive contact plan and arrange meetings between proposed clients, the head of unit, and the MD.
Qualifications
- Must possess a minimum of a Bachelor's Degree in Business Administration, Finance, Economics, Accounting or other disciplines
- A second degree and Master's degree will be an advantage
- A professional qualification is desirable
- Minimum of 5+ years hands-on experience with a good sales track record in Institutional sales with an emphasis on Stockbroking, Capital Market, and other Financial Instruments Treasury bills, Bonds, etc.
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