Business Development Executive at CapitalSage Technology Limited

Job Overview

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

Additional Details

Job ID
64542
Job Views
142

Job Description



Summary:



As a Business Development Executive, you will play a vital role in driving the growth of Assets Under Management (AUM) through the sale of our products and services to a diverse client base that includes retail, corporate, high net-worth, and affluent clients. Your responsibilities will encompass building and nurturing client relationships, managing portfolios, offering quality advisory services, proposing innovative solutions, and providing regular market reports to management.



Responsibilities:



  • Drive AUM Growth: Work towards increasing Assets Under Management by identifying opportunities and leveraging our product and service offerings.

  • Client Relationship Development: Initiate and cultivate client relationships within identified target markets, ensuring that the companys services align with client needs and expectations.

  • Portfolio Management: Manage clients portfolios effectively, ensuring their financial goals are met, and their investments are optimized.

  • Enhance Customer Experience: Improve the customer experience by providing quality advisory services, valuable product/solution recommendations, and maintaining strong client relationships.

  • Market Insight: Monitor developments in the financial markets and proactively propose innovative solutions to address evolving client needs and expectations.

  • Reporting: Provide regular market reports to the management team to keep them informed about market trends, challenges, and opportunities.


Requirements



  • Experience: A minimum of 5 years of experience in financial services sales, wealth management, financial advisory, or a related field.

  • Education: A bachelors degree or its equivalent in numerate or semi-numerate disciplines.

  • Relationship Management: Strong relationship management skills with a proven track record of building and maintaining client relationships.

  • Industry Knowledge: Extensive knowledge of finance, economics, and current developments in the financial industry.

  • Company Understanding: Good understanding of the companys business, values, and mission.

  • Communication Skills: Excellent oral and written communication skills to interact with clients effectively and colleagues.

  • Independence: Ability to work with minimal supervision within a hybrid working structure.

  • Negotiation Skills: Strong negotiation skills, with the ability to influence effectively and manage C-suite executives, leaders, high-net-worth individuals, and other key stakeholders.


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