Treasury Sales Intern at MBO Capital Management Company

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
1 year ago

Additional Details

Job ID
94377
Job Views
76

Job Description



Job Details



  • 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, andtransactional requests are attended to quickly and efficiently.

  • Planning and Preparing Presentations

  • Development of market literature and business reports for management feedback


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


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