Wealth Manager (Fund Mobilization) at Peridot Forte Solutions Consulting

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
9573
Job Views
196

Job Description



Our Client in the Financial Technology Industry requires a Wealth Manager (Fund Mobilization) to join their team.


Responsibilities




  • To drive the deposit mobilization arm of the business.




  • Mobilization of funds from private sector entities, individuals and corporate agencies.




  • Identify target markets with identified volumes to drive high volumes of new funds to the Company.




  • Work with the team to develop and implement a business development plan to improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.




  • Oversee the development of innovative investment products in line with customer needs.




  • Develop and maintain relationships with corporate clients and individual depositors.




  • Advise clients on funds status and generate new clients on an ongoing basis.




  • Meet assigned targets and quotas.




  • Identifying any factors that are hindering performance or that put it at risk and propose remedies.




Requirements




  • First Degree in Marketing, Business Administration/Management or related field wth 5+ years’ work experience in similar role. 




  • Proven track record of being a successful Deposit Mobilizer in a Financial institution.




  • Vast network in big retail merchants preferred.




  • Strong Analytical Skills in Sales and Performance Monitoring. 




  • Excellent Written and Verbal Communication Skills.




  • Excellent Teamwork skills.




  • Excellent Negotiation and Leadership Skills. 




  • Exceptional Customer Service Skills.




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