Relationship Manager, Business Development - Retail Sales
Asset & Resource Management Holding Company (ARM HoldCo)
Onitsha, Nigeria
5d ago
source : Fuzu

Description

  • Manage client relationships whose portfolio sizes are average of a minimum N20 million by providing investment advice of superior quality and ensuring clients’ investment portfolios are always optimally structured to meet their investment objectives.
  • Manage mass affluent clients who are on their way to attaining HNI status. Target average minimum portfolio value N40m
  • To ensure we grow number of high net worth clients by seeking referrals from existing clients and through appropriate profiling of prospects.
  • These prospects would be derived through personal contacts etc. and would be done with a strategic intent to ensure that we could add value to them.

  • To independently develop strategies with your supervisor (based on a thorough understanding of asset management industry and developing trends) to grow the business and maintain the company’s leading position in the industry.
  • Develop a good understanding of the businesses and services have a strong understanding of ARM’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 ARM Investment Managers
  • Ensure you have a good understanding of how capital markets work and a broad understanding of 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.

  • Ensure a thorough and prompt prospecting of potential clients to achieve a conversion rate that ensures targets for the period are promptly met.
  • Active involvement in preparation of 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 companywide 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, internet and formal training programmes
  • Maintaining a professional outlook and conduct at all times to project a positive image for ARM
  • Development of a personal scorecard for current and subsequent financial year in line with the business unit scorecard.
  • Report weekly and monthly to supervisor on updates on achievements / goals set on the score card
  • Any duties or responsibility that may be assigned by your team lead or other senior members of staff
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