Jobs at Rosabon Financial Services

Duties & Responsibilities
Accounts Executive

• Review financial reports, monitor accounts and prepare activity reports and financial forecasts.
• Investigate ways to improve profitability, and analyze markets for business opportunities, such as expansion and investments.
• Using accounting software to create spreadsheets and reports
• Conduct reviews and evaluations for cost-reduction opportunities.
• Overseeing the flow of cash and financial instruments.
• Extensive understanding of financial trends both within the organization and general market patterns.
• Preparing reports as required by law, regulations or company policies.
• Ensuring compliance with applicable laws and procedures, thereby maintaining the financial health of the organization.
• Reviewing, monitoring and managing the company’s budgets.
• Review financial data and prepare monthly and annual reports.
• Developing external relationships with appropriate contacts, e.g. auditors, solicitors, bankers and statutory organizations such as the Inland Revenue.

Requirements

• Candidates should possess a Bachelor's Degree qualification with 3 - 4 years work experience.

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Job Description

• Are you a results-driven marketing enthusiast with a passion for creating innovative solutions? Do you thrive in a dynamic environment where your networking and sales skills can make a significant impact? We have the perfect role for you!
• Join our esteemed organization ,Rosabon Financial Services,as a Wealth Management Executive and unleash your potential in a rewarding and fast-paced environment.
• As an IMT, you will play a pivotal role in our Treasury Department, generating new client accounts and providing top-notch marketing services to our valued existing clients.

Key Responsibilities

• Network with organizations and people,explore diverse opportunities to develop new leads on a weekly basis.
• Utilize your outstanding communication skills to contact sales leads, set appointments, and expertly close sales.
• Assess client marketing needs and tailor bespoke solutions to meet their unique requirements effectively.
• Manage client accounts with finesse, ensuring existing business retention while proactively cultivating new opportunities.
• Identify and actively support sales and marketing activities, including local networking events, market storms, promotions, and more.
• Be the epitome of exceptional customer service, leaving a lasting impression on our valued clients.

Preferred Qualifications
To thrive in this role, we are looking for candidates who possess the following:

• B.Sc / HND in any field
• 1-5 years experience in sales, networking, and marketing, preferably within a Treasury or financial setting.
• Exceptional communication and interpersonal skills to build lasting relationships with clients.
• A creative mindset to develop unique marketing strategies and solutions for our clients' needs.
• Strong organizational abilities to manage multiple client accounts and deliver exceptional results.
• Passion for staying updated with industry trends and an eagerness to share insights with the team.

What We Offer
At our company, we recognize and appreciate the value of our employees. As a Wealth Management Executive, you will enjoy:

• A competitive monthly salary and performance-based incentives that reward your hard work and dedication.
• Ample opportunities for personal and professional growth, with ongoing training and development programs.
• A supportive and collaborative team environment that encourages creativity and innovation.
• Access to cutting-edge resources and tools to excel in your role and deliver exceptional results.
• The chance to work with diverse clients and industries, broadening your expertise and network.

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Job Summary

• This role is primarily responsible for driving deposit mobilization for the Company, building and managing strategic relationships for fixed deposit customers and serving as the single point of contact for new business as well existing portfolios.

Job Description

• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
• Visit, engage prospects and maintain liability generated.
• Marketing and sale of all company deposit products.
• Meet, maintain and exceed assigned targets and quota in deposit mobilization and other assigned tasks.
• Propose services, up-selling and cross-selling whenever possible.
• Participate in creating new and better marketing based on field experience.
• Ensure the form for the fixed deposit Investment Plan is adequately completed and registered
• Inform the client of the status of their investment.

Requirements

• Minimum education level - First Degree in any discipline from a reputable academic institution. Post-graduate qualification(s) and professional membership will be an added advantage.
• Demonstrated track record of meeting / exceeding targets as an individual contributor.
• Successful experience building a territory from little or nothing.
• Working knowledge of deal structuring and closing principals.
• Strong communication and networking skills.

go to method of application »

Job Description

• Are you a results-driven marketing enthusiast with a passion for creating innovative solutions? Do you thrive in a dynamic environment where your networking and sales skills can make a significant impact? We have the perfect role for you!
• Join our esteemed organization , Rosabon Financial Services,as a Wealth Management Executiveand unleash your potential in a rewarding and fast-paced environment. As an IMT, you will play a pivotal role in our Treasury Department, generating new client accounts and providing top-notch marketing services to our valued existing clients.

Key Responsibilities

• Network with organizations and people,explore diverse opportunities to develop new leads on a weekly basis.
• Utilize your outstanding communication skills to contact sales leads, set appointments, and expertly close sales.
• Assess client marketing needs and tailor bespoke solutions to meet their unique requirements effectively.
• Manage client accounts with finesse, ensuring existing business retention while proactively cultivating new opportunities.
• Identify and actively support sales and marketing activities, including local networking events, market storms, promotions, and more.
• Be the epitome of exceptional customer service, leaving a lasting impression on our valued clients.

Preferred Qualifications
To thrive in this role, we are looking for candidates who possess the following:

• 1-5 years experience in sales, networking, and marketing, preferably within a Treasury or financial setting.
• B.Sc / HND in any field
• Exceptional communication and interpersonal skills to build lasting relationships with clients.
• A creative mindset to develop unique marketing strategies and solutions for our clients' needs.
• Strong organizational abilities to manage multiple client accounts and deliver exceptional results.
• Passion for staying updated with industry trends and an eagerness to share insights with the team.

What We Offer
At our company, we recognize and appreciate the value of our employees. As a Wealth Management Executive, you will enjoy:

• A competitive monthly salary and performance-based incentives that reward your hard work and dedication.
• Ample opportunities for personal and professional growth, with ongoing training and development programs.
• A supportive and collaborative team environment that encourages creativity and innovation.
• Access to cutting-edge resources and tools to excel in your role and deliver exceptional results.
• The chance to work with diverse clients and industries, broadening your expertise and network.

go to method of application »

Scope and Impact

• This position plays a critical role in overseeing seamless relationships between the company and the various state civil payroll authorities to establish new relationships in the north-central region and to ensure that the loans given out are repaid as and well due and that the account records are properly kept by constantly working with finance and credit control department.

Job Summary

• The Account Relationship Manager will be responsible for managing the relationship between the company and the state government in the northern central part of the country.
• He/she will work closely with the state government payroll authority to ensure that loan repayments are deducted at source from the civil servants' salaries as agreed.
• The manager will also be required to travel to the states within his/her area of coverage to address any issues that may arise and ensure a smooth partnership.
• Fluency in the Hausa language and being an indigenous of the region is preferred.

Duties & Responsibilities

• Act as the main point of contact between the company and the state government payroll authority in his/her coverage
• Establish and maintain a strong working relationship with the state government officials, especially those involved in payroll operations
• Collaborate with the state government payroll authority to ensure timely deduction of loan repayments from civil servant salaries.
• Resolve any issues or disputes that may arise related to loan repayments, in close coordination with the state government.
• Provide regular updates to management regarding the status of loan repayments and any challenges faced.
• Coordinate with the company's finance and credit control department to reconcile loan repayment records with the state government payroll system
• Conduct periodic visits to the states to meet with state government officials, civil servants, and other stakeholders to address any concerns and ensure smooth operations.
• Collaborate with internal teams to develop strategies to increase loan participation and optimize the loan repayment process
• Stay updated on industry trends and government regulations affecting loan repayment processes at the state level
• Handle any other duties or responsibilities related to the role as assigned by management.

Qualifications / Requirements

• Bachelor’s Degree in Accounts & Finance, Business Administration, Finance, or a related field.
• 4+ years relevant work experience.
• Proven experience in liaison or relationship management roles.
• Strong understanding of loan lending processes and repayment procedures.
• Excellent interpersonal and communication skills.
• Ability to build and maintain relationships with key stakeholders.
• Highly organized and detail-oriented with excellent problem-solving skills.
• Proficiency in using Microsoft Office Suite.
• Ability to work independently and effectively prioritize tasks.
• Knowledge of the local culture, language (Hausa), and understanding of the region's dynamics is preferred.
• Willingness to travel to various states within the northern region of the country as required.

Job Knowledge:

• Relevant knowledge of the company’s market and competitors.
• Proven experience in liaison or relationship management roles.
• Knowledge of principles and processes for providing customer services, including customer needs assessment and evaluation of customer satisfaction.

Skills / Competencies:

• Strong personal network within the region of coverage
• Excellent verbal and written communication skills.
• Detail-oriented with the ability to prioritize and handle multiple tasks simultaneously.
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
• Ability to work and thrive in a multi-tasked and fast-paced environment.
• Professional "get it done" attitude and work ethic.