Financial Portfolio Manager

20 hours ago


Lagos, Lagos, Nigeria BLAKSKILL LIMITED Full time

Job Overview:

The Business Development Manager (Fixed Deposit Mobilization) plays a crucial role in driving the company's growth strategy by leveraging their expertise in financial portfolio management and client relationships.

Responsibilities:

  1. Client Acquisition and Needs Assessment:
  • Compile and profile individuals and companies that fit the target market.
  • Facilitate meetings to present financial products and services.
Conversion and Account Management:
  • Convert prospects, including follow-ups with individuals, groups, clusters, and companies, to achieve set conversion targets.
  • Upsell pre-qualified retail clients to other services.
Client Relationship Management:
  • Actively manage client relationships through portfolio monitoring, reporting, and overall engagement.
  • Obtain referrals from clients in line with team targets.
Reporting and Compliance:
  • Generate weekly and monthly reports on the progress of prospect conversion.
  • Achieve a nil record of client complaints and work with the CRM and other teams for speedy resolutions if complaints arise.
Event Support and Sales Opportunities:
  • Provide support for company events and actively create opportunities for sales.
Key Performance Metrics (6-Month Targets):
  • Mobilize N150 million in investments monthly.
  • Achieve the conversion of a minimum of 12 accounts monthly.
  • Maintain a nil record of unresolved customer complaints.
  • Submit accurate weekly and monthly reports promptly.

Requirements:

  • BSc in Marketing or any other relevant discipline.
  • Minimum of 7 years in a similar role.
  • Experience in a Financial Institution.
  • Able to bring in N150M Investment mobilization monthly, and minimum of 12 accounts conversion.
  • Good communication, presentation, and relationship management skills.


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