Investment Portfolio Growth Manager

11 hours ago


Lagos, Lagos, Nigeria BLAKSKILL LIMITED Full time

Key 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. Coordinate market strategies at the team level to drive deposit mobilization.
  • Conversion and Account Management: Facilitate the conversion of 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 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.

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