- Develop a good understanding of the businesses and services – have a strong understanding of the company's Groups business and how they interrelate. The end goal is to ensure we offer our clients services suitable to meet their needs.
- Understand the essence of financial planning and how this is essential for client acquisition and management.
- Ensure you have a perfect understanding of the products and services with the company.
- Ensure you have a good understanding of how capital markets work and a broad understanding of the Nigerian Capital Market and also an interest in Global markets Continuous monitoring of developments in the macro-economic environment in
- general and in the financial service sector in particular with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g. changes in clients' needs and values, competitor activities, regulatory changes, tax laws etc. (The reason for the last 3 points is to ensure that you are able to provide your clients the best services always and also to engage your clients and prospects who need to be aware of events that may affect the current and future value of their investments).
- Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
- Provision of Investment Management Service of superior quality designed to meet client's investment objectives, which will include effectively matching instrumentalities profile with asset allocation recommendations
- Active involvement in preparation of the financial year budget and development & implementation of strategies to achieve this budget
- Regular communication with your Supervisor & Unit Head, and other team members to keep them updated on business activities and to resolve issues/problems relating to client relations and marketing that may rise from time to time
- Work closely with supervisor to understand the strategic direction for the business
- Generation of new and creative ideas for new products development, to broaden the range of investment management services available to existing and potential clients
- Active involvement and participation in business development and company wide meetings/forums
- Working as a team player with other teams, departments and companies
- Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, the internet and formal training programs
- Maintaining a professional outlook and conduct always to project a positive image for the company
- Development of a personal scorecard for the current and subsequent financial year in line with the business unit scorecard. Report monthly to supervisor on updates on achievements/ goals set on the scorecard
- Any duties or responsibility that may be assigned by your team lead or other senior members of staff
- 1-3 years experience in similar capacity
- BSC/HND in a relevant field.
- Certified in Wealth Management (compulsory)
- Good multitasking capabilities
- Good telephone manners
- Ability to work well under pressure
- Excellent interpersonal skills
- Excellent verbal and written communication skills
- Excellent presentation
- Knowledge of Asset &Investment Management and the Financial Services Industry at large
- Knowledge of the economy, capital markets and global markets
- Good analytical and problem solving skills
- Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications Generic Skills
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Relationship Manager, Channel Sales - india, India - Alan & Grant
Description
Job DescriptionOur Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.
Job Summary This role manages investment portfolios for affluent clients (minimum N20 million) and helps potential high-net-worth individuals achieve that status. You'll provide superior investment advice, sell and promote the company's products, and develop strategies to grow the business and solidify its industry leadership.
Key Responsibilities
Bachelor's degree in business, finance, or a related field Minimum of 2-3 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite
