Relationship Manager at Vaste Finance

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
2 days ago

Additional Details

Job ID
144582
Job Views
27

Job Description






Responsibilities




  • Develop and maintain long-term relationships with new and existing clients

  • Manage and grow a portfolio of affluent and high-net-worth clients.

  • Understand client needs and provide appropriate solutions and advisory support.

  • Identify opportunities to grow client portfolios and increase revenue.

  • Market the organization’s products and services to prospective clients.

  • Achieve assigned sales targets and performance goals.

  • Promote investment products such as mutual funds, bonds, structured products, and discretionary mandates.

  • Handle client inquiries, complaints, and requests promptly and professionally.

  • Ensure high customer satisfaction and retention rates.

  • Prepare and submit regular reports on client portfolio performance.

  • Ensure compliance with regulatory requirements and internal controls.

  • Maintain accurate records of client interactions and transactions.

  • Any other tasks as assigned from time to time



Requirements




  • Bachelor's degree in Business Administration, Sales Marketing, or a related field.

  • Minimum of 4-5 years of relevant and progressive experience.

  • Expert presentation and interpersonal skills.

  • Great business communication (including written and verbal) skills.

  • Good carriage, professional appearance and outlook to work.

  • Strong business ethics.



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