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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

• N50M Investment mobilization monthly, Minimum of 12 accounts conversion
• Identification of minimum of 10 Companies for 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.

Requirements

• Bsc. Degree
• 3-5 years experience in a Commercial Bank or Finance Companies.

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