Treasury Sales Analyst at MBO Capital Management Company

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
18 hours ago

Additional Details

Job ID
126253
Job Views
24

Job Description






JOB DUTIES & RESPONSIBILITIES




  • To develop and execute strategic business plans that ensure the development of strong business relationships

  • Acquire retain and grow the business and client portfolio (Fund Management)

  • Own and hit/exceed annual sales targets.

  • Keep abreast of new regulations or policies that may affect earnings and investment portfolio.

  • Development and execute strategic client onboarding and business expansion plans.

  • Leverage, engage and collaborate with other financial institutions to ensure the highest possible return on investment for MBO Capital

  • Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments

  • Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework.

  • Develop and execute strategic plan to achieve sales targets and expand customer base.

  • Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives.

  • Effectively communicate the value proposition through proposals and presentations

  • Develop a Portfolio of alternative fund raising/investment products for identified/target clients.

  • Develop an awareness of current issues in portfolio management, asset, as well as domesticand international financial markets (micros and macros)

  • Understand client’s risk profile ensure propositions are within the organization’s risk threshold.

  • Provide responsive service to clients ensuring that all queries, complaints/ problems, and transactional requests are attended to quickly and efficiently.

  • Planning and Preparing Presentations

  • Development of market literature and business reports for management feedback



EDUCATIONAL & PROFESSIONAL QUALIFICATION




  • B.Sc. Economics, Accounting, Banking and Finance

  • 3 years minimum experience in a Business Development and / or Sales

  • Master’s in business administration & other related professional qualification (Desirable)



COMPETENCY REQUIREMENTS




  • Enhanced writing and communication skills

  • Financial interpretation

  • Interpersonal /People's skills

  • Analytical / Problem solving skills

  • Knowledge and experience in customer Relationship Management

  • Knowledge of Investment Management & Financial Advisory

  • Strong knowledge of finance i.e., equity, debt, and portfolio management

  • Understanding of Wealth Management tools





 



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