Building and managing strategic relationships for fixed deposit mobilization for the firm for new and existing clients or businesses.
Manage HNI customers to place funds with the firm.
Act as advisor to clients on the best way to place their funds based on sound industry knowledge as it relates to funds placement.
Be a first point of support for client seeking to place their funds or manage their funds.
Duties and Responsibilities
Sourcing for new and maintaining existing deposit clients.
Develop and implement a business plan for identified target markets with identified volumes to drive high volumes of new deposits for the firm.
Develop and implement a business plan to improve deposit mobilization and retention of deposit and also manage withdrawal attrition.
Ensure that all fixed deposit clients duly complete firm fixed deposit form and registered.
Advice clients on deposit placement with the firm.
Innovate and improve ways of rewarding depositors in terms interest earnings on their fixed deposit.
Work with the Business Team to ensure that due diligence is carried out in line with regulatory requirements to protect the interest of both the depositors and the organization.
Marketing and sale of the firms deposit products.
Enhance and establish relationship with existing and prospective customers.
Database acquisition to be used in penetrating and converting targeted prospects and market to meet assigned deposit target.
Constant monitoring and update of clients deposit portfolio and prompt issuance of deposit certificates to client.
Bachelor's / Master's Degree in Banking & Finance, Marketing or any other related role.
Minimum of two (2) years experience in a similar role.
Required Skills :
Target and result oriented.
Possess excellent communication skill.
Confident personality with good ability to relate with people to secure business for the firm.
Must be able harvest relationships to provide a strong pool of pipelines for deposit.