Investment Officer - Rich-Oak
Rich-Oak
Abuja
2d ago
source : BetaJob

Duties

  • Initiate cold and warm calls to prospective leads; schedule follow-up calls to publicize company products, current promotions and discounts.
  • Identify and exploit business opportunities by extensive research on prospects and their businesses.
  • Collaborative and individual design and recommend tailor-made investment solutions to current and prospective clients based on client need analysis
  • Organize, promote and sell all investment products through locked-in contacts ; strengthening established relationships through marketing calls
  • Achieve agreed upon sales targets and outcomes within stated time frame
  • Keep and maintain accurate log of all scheduled market calls, customer / client engagement status, and customer complaints
  • Prepare and analyze reports on client interest and need analysis, innovative solutions (products), competitive activities, and feasibility market survey to management.
  • Establish and forging sustainable relationships with customers by providing support and guidance role function
  • Research and recommend new industry opportunities and service improvement.
  • Continuous self-development by maintaining professional and technical knowledge and adopting constructive manager feedback
  • Ensuring quality assurance in identifying product improvements and new products in cognizance with industry trends, market activities, and competitors
  • Continuous education on the benefits of savings and investing in the business to prospective and current clients
  • Adhering to the organization standards and benchmarking to state-of-the-art sales or marketing practices
  • Develop and deploy individual and team strategies to bolster sustainable sales
  • Qualifications / Requirements / Skills

  • Confidence and Perseverance.
  • Bachelor's degree in Business Administration, Business Management, Marketing,Economics or related field is preferred.
  • Sound knowledge of sales strategies and industry regulations.
  • Banking experience required
  • Proven track record of achieving sales targets.
  • Impeccable customer service skills
  • Excellent relationship management, interpersonal communication skills, both verbal and written
  • Sales-driven, results-driven, and target-driven attitude
  • Highly motivated with an aptitude for persuasion and negotiation and consultative sales skills.
  • Exceptional work ethic.
  • Ability to meet and / or exceed monthly and quarterly sales quotas.
  • Proficient use of PowerPoint for client presentation
  • High energy level, motivated and target driven with a proven track record in sales environment.
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