• Application Deadline: Sun, 1 Jun 2025 00:00:00 GMT
• Position: Treasury Sales Associate



• Job Type Full Time



• Qualification MBA/MSc/MA



• Experience 8 - 10 years



• Location




• Job Field Sales / Marketing / Retail / Business Development 
  
  

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 returnon 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 alternative funding solutions for the organization while optimizing funding opportunities and generate low-cost funding.


• Develop an awareness of current issues in portfolio management, asset, as well as domestic and 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


• 8 years minimum experience in Treasury Sales/ Business Development


• 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