• Application Deadline: Fri, 7 Feb 2025 00:00:00 GMT
• Position: Sales Executive



• Job Type Full Time



• Qualification BA/BSc/HND , MBA/MSc/MA



• Experience 2 - 5 years



• Location Lagos




• Job Field Sales / Marketing / Retail / Business Development 
  
  

Job Description 

To provide Investment Advisory services to clients and Effective Management of clients.

Responsibilities 

• Drive Sales, increase brand awareness, influence market share, penetration and develop strategic and innovative ideas to accelerate revenue and work to build market share. 


• Develop solid partnerships with clients, peers, and management teams to facilitate efficiency, and productivity and achieve set targets. 


• Provide Investment opinions to investors and prospects. 


• Monitor Client’s investments and give proactive suggestions to enhance portfolio. 


• Establish Client Investment objections, including risk tolerance, asset allocation and recommend suitable Investment options. 


• Market Company Products and services to prospective Clients. 


• Preparation of weekly and monthly Sales report of the Sales Team 


• Initiate and follow up on new business opportunities. 


• Identify and resolve client’s enquiries and queries, ensure proper documentation of issues and resolution. 


• Advise and communicate with client on their investment performance and market trends. 


• Generation of new and creative ideas for new product development, to broaden the range of investment management services available to existing and potential client 


• Work closely with the Sales Team to retain and expand market share for The First Ally Group. 


• Work closely with Portfolio managers and the Sales/Client Coverage Team to assist clients in developing the best wealth management strategies, which involves effectively matching clients' profiles with asset allocation recommendations. 


• Participate in marketing events such as seminars, exhibitions, and trade shows. Perform other functions as assigned by the Head of Sales. 


• Ability to manage a branch.

Skills Required 

• Proven record of Sales performance 


• Excellent client relationship development/management


•  Good negotiation, problem-solving and conflict resolution 


• A deep understanding of alternative investment strategies 


• A deep Knowledge of capital markets, alternative investments & asset management products 


• Environmental / Industry analysis 


• Financial Analysis / Interpretation 


• Banking Operations (Domestic & International Operations) 


• Investment Portfolio Management 


• Money Market Trading 


• Marketing Presentations 


• Organization & coordination

Qualifications/Requirements

• A good first degree in any discipline.


• Relevant Masters’ degree will be an advantage


• A recognized professional certification will be an added advantage.