Retail Sales Account Executive at Alan & Grant

Job Overview

Location
Lagos, FCT
Job Type
Full Time
Date Posted
2 years ago

Additional Details

Job ID
45236
Job Views
85

Job Description



Job Description



  • Market and sell a range of financial products while providing the best advice and a quality service

  • Devise and execute business development strategies to attract and acquire new clients

  • Analyze clients’ financial needs, goals, sensitivity to risk and investment horizon

  • Advise clients regarding the advantages and disadvantages of different investment strategies

  • Cross-checking & Collation of Retirement Saving Account Forms

  • Ensuring that enrollees submit their Certificate of Membership to the necessary quarters

  • Liaise with the accounts section of the client office to ensure quick remittance of staff contributions as quickly as PINS are generated and delivered

  • Responsible for the management of clients accounts and feedback on the quality of service delivered to ensure improvement and world-class service

  • Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long-term goals

  • Achieve client satisfaction and loyalty through excellent service

  • Perform other duties as assigned by the Head, Investment Platform.


Requirements



  • Sound knowledge of investment products and markets and ability to apply this knowledge

  • Experience in retail financial services and a proven track record in a sales or target driven environment.

  • Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.

  • Excellent communication skills, common sense, and an empathetic ear.

  • Strong customer service and relationship management skills.

  • Excellent knowledge of back office operations

  • Excellent entrepreneurial orientation.

  • Excellent people management skills.

  • Excellent problem analysis and solving skills.

  • Ability to manage multiple priorities.

  • Good appreciation and working knowledge of office productivity tools.

  • Competitive drive and achievement oriented

  • Motivation to learn, sell, and grow

  • Good mathematical and computer skills

  • High degree of self-confidence


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