Marketers are expected to apply pro-active, methodical and innovative working practices to identify and develop renewable business opportunities, create and maintain strong client relationships, market and sell a range of financial products whilst providing best advice and a quality service.
Responsibilities
Market and sell a range of financial products whilst providing 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
Qualifications
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 effectively uncover 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.