We are seeking a dynamic professional responsible for deposit mobilization, promoting company financial products and services, sourcing funds, and opening accounts for corporate and individual clients. The role involves managing investment portfolios and accounts, as well as fostering and maintaining strong relationships with clients.
Description
Compile and profile names of individuals/companies that fit the target market description
Facilitate meetings, for presenting our services offerings.
Achieve set cluster meeting targets
Coordinate at the team level, the development and execution of all market strategies.
Facilitate conversion of prospects including follow up of individuals, group/clusters, companies and achieve set conversion targets.
Upselling of pre-qualified retail clients to other services