Relationship Manager, Channel Sales Job at Alan & Grant

Alan & Grant - Our client, a leading asset management firm in Nigeria, is recruiting to fill the position below:

Job Position: Relationship Manager, Channel Sales

Job Location: Port Harcourt, Rivers
Job Type: Full-time

Key Responsibilities


  • 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 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 clients’ investment 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
  • Any duties or responsibility that may be assigned by your team lead or other senior members of staff

Requirements

  • BSc / HND Equivalent in Banking and Finance, Accounting, Business Administration or related field.
  • 1-3 years in a similar role
  • Proficiency in the use of Microsoft Word, PowerPoint, Excel, and other spreadsheet applications
  • Excellent verbal and written communication skills
  • Knowledge of Asset &Investment Management and the Financial Services Industry at large