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  • Posted: Sep 12, 2019
    Deadline: Not specified
  • Alan & Grant, is a Human Resources and Business Advisory firm. By combining creative and strategic minds, we co-create relevant and impactful solutions to our clients. ...additionally, we are developing capabilities to create and manage a portfolio of HR & Enterprise Products aimed at enhancing employee performance, business agility and overall pr...
    Read more about this company

    Direct Sales Executive

    Industry: Financial Services

    Job Summary

    • This role is responsible for sales of the group’s products and services in order to generate transactions, manage clients and educate clusters on our solution offerings.

    Roles & Responsibilities

    • Generate new businesses for for the client with focus on Retail Clients.
    • Grow AUM by N25 Million on a monthly basis and N300 Million net balance by year end.
    • Sell and Cross-Sell all Clients’ solutions -  products and services.
    • Open 600 new accounts across all product lines.
    • Execute all retail strategic marketing plan including road shows, school storms, presentations, client calls, Client visits/roadshows etc.
    • Provide financial advisory to clients.
    • Monitor accounts of clients and give adequate feedback.
    • Ensure active customer relationship management and facilitate necessary conditions for full customer satisfaction and retention.
    • Ensure error free management and maintenance of customers account and avoid undue debit balance.
    • Adopt and Implement appropriate strategies to minimize customer complaints.
    • Ensure immediate and corrective action on complaint and report/escalate promptly where necessary.
    • Processing of clients orders and ensuring transactions are properly executed.
    • New idea generation to facilitate sales and customer service.
    • Presentations in clusters and organizations across Nigeria in a bid to sell the company's products and services.
    • Ensure accounts are opened in line with regulatory requirements and follow up on any outstanding documentation were applicable.
    • Ensure proper filing of client’s documents in line with company's policy for easy retrieval.
    • Make trips to neighboring states to expand our clientele base and create brand awareness for the organization.
    • Other responsibilities that may arise in the cause of the Job or at management's discretion.
    • Performance will be appraised every 3 months.


    • Bachelor's degree or HND in Business, Finance, Economics, Accounting Marketing or related field.
    • At least three years’ experience in a sales role in a financial service firm.
    • Good understanding of financial market and investment products.
    • Good presentation and communication skills.
    • Good analytical and problem-solving skills.
    • Customer centric and good interpersonal skills.

    Method of Application

    Interested and qualified? Go to Alan & Grant on to apply
  • Send your application

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