Investment Sales Manager at Sovereign Finance Limited

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
11 months ago

Additional Details

Job ID
120238
Job Views
56

Job Description






Job Responsibilities




  • 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

  • Actively manage client relationship- portfolio monitoring, reporting, feedback and overall client engagement.

  • Obtain referrals from clients in line with the targets set for the team

  • Generate weekly/monthly reports on progress of conversion of prospects

  • Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises

  • Provide support towards all Company’s related events and actively create opportunities for the sales

  • Other responsibilities may be assigned by management from time to time



Key Performance Metrics




  • N150M Investment mobilization monthly, Minimum of 12 accounts conversion

  • Identification of minimum of 10 Companies for B2B Marketing

  • Identification of a minimum of 20 prospects per month (120)

  • Minimum of 4 leads through referral per month (24)

  • Weekly update of marketing report – Every Friday

  • Pre and post call memo for all calls – Daily

  • Comprehensive monthly report on all marketing activities – First working day of the following month

  • Portfolio position reporting to clients on a monthly & quarterly basis – Two working days after month end.



Requirements




  • Candidates should possess a Bachelor’s Degree with 5 - 10 years of work experience.



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