Financial Portfolio Manager
20 hours ago
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:
- Client Acquisition and Needs Assessment:
- Compile and profile individuals and companies that fit the target market.
- Facilitate meetings to present financial products and services.
- Convert prospects, including follow-ups with individuals, groups, clusters, and companies, to achieve set conversion targets.
- Upsell pre-qualified retail clients to other services.
- Actively manage client relationships through portfolio monitoring, reporting, and overall engagement.
- Obtain referrals from clients in line with team targets.
- 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.
- Provide support for company events and actively create opportunities for sales.
- 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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