• Application Deadline: Sat, 30 Nov 2024 00:00:00 GMT
• Position: Treasury Sales Intern


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 0 - 1 years


• Location Lagos


• Job Field Internships / Volunteering  , Sales / Marketing / Retail / Business Development 
  

JOB DUTIES & RESPONSIBILITIES

• Acquire retain and grow the business and client portfolio (Fund Management)


• Responding promptly to customer inquiries.


• Ensure that all customer transactions are properly recorded, filed, and reported.


• Maintain positive business and customer relationships in the effort to extend customer lifetime value.


• Assist with tracking all appointments, sales, complaints, status reports, etc. thoroughly for review.


• Maintaining a positive, empathetic, and professional attitude toward clients at all times.


• Keeping records of customer interactions, transactions, comments, and complaints.


• Provide administrative support as required.


• Keep abreast of new regulations or policies that may affect earnings and investment portfolio.


• Provide responsive service to clients ensuring that all queries, complaints/ problems, and transactional requests are attended to quickly and efficiently.


• Planning and Preparing Presentations

COMPETENCY REQUIREMENTS

• Enhanced writing and communication skills


• Financial interpretation


• Interpersonal /People's skills


• Analytical / Problem solving skills.


• Knowledge of Investment Management & Financial Advisory


• Understanding of Wealth Management tools