Investment Manager at DynamicPlus Advisory

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
28801
Job Views
150

Job Description



Core Duties



  • Cross-sell all the financial products of the Group: - Liability generation, Loans and Leases, Shares/Stocks/Bonds (Federal, State & Corporate), Treasury Bills, FGN Savings Bonds, FX etc.

  • Formulate and implement a strategy to increase the pool of HNIs the Group transacts with

  • Pitch for business relationships with Local Corporates, PFA’s, Insurance companies, and other non-Financial Institutions (Institutional Sales & Marketing) etc.

  • Manage key relationships with customers to ensure the smooth running of these accounts.

  • Oversee, Supervise and Coordinate an effective online marketing strategy.

  • Development and implementation of service improvement strategies.

  • Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.

  • Together with Business Heads, review strategies for all networked customers with a view to enhancing business volumes and earnings.

  • Implement marketing strategies to develop an existing portfolio and develop new opportunities.

  • Understand customer needs and provide products and services to satisfy client’s needs and achieve business objectives.

  • Prepare and agree with the line Manager on a call planning in order to maximize returns in line with business strategy.

  • Provide clients with Investment Advisory services.

  • Develop an executive contact plan and arrange meetings between proposed clients, the head of unit, and the MD.


Qualifications



  • Must possess a minimum of Bachelor’s Degree in Business Administration, Finance, Economics, Accounting or other disciplines

  • A second Degree and Master’s Degree will be an advantage

  • A professional qualification is desirable

  • Minimum of 5+ years hands-on experience with a good sales track record in Institutional sales with an emphasis on Stockbroking, Capital Market, and other Financial Instruments (Treasury bills, Bonds, etc.).


Similar Jobs

Cookies

This website uses cookies to ensure you get the best experience on our website. Cookie Policy

Accept