Business Development Manager at TAC Professional Services

Job Objective/Summary

• Advising Clients on financial products and services
• Sourcing deposit and accounts opening
• Managing investments portfolios and accounts.
• Relationship Management

Job Duties/Responsibilities

• Compile and profile names of individuals/companies
• Prepare and submit business proposals to identified Companies
• Facilitate meetings for presenting our services offerings.
• Facilitate conversion of prospects including follow up of individuals and organisations.
• Actively manage client relationship- Investment monitoring, reporting, feedback and overall client engagement.
• Obtain referrals from clients in line with the targets set for the team
• Generate weekly/monthly reports on progress of conversion of prospects
• Demonstrate the desire to gain adequate knowledge of company products and services and take practical steps to achieving same.
• Achieve nil record of client complaint and work with the Customer
• Services/Operations and other teams to provide speedy resolution should any complaint arises
• Provide support towards all Investment related events and actively create opportunities for the team to network.
• Other responsibilities may be assigned by management from time to time

Key Performance Metrics

• N600million cumulative inflow for the period
• Identification of minimum of 10 Financial Institution for conversion
• Identification of a minimum of 20 prospects per month (120)
• Minimum of 4 leads through referral per month (24)
• Weekly update of marketing report – Every Monday
• Pre and post call memo for all calls – Daily
• Comprehensive monthly report on all marketing activities for– First working day of the following month

Internal External:

• Customer Service/Operations
• Finance & Operations
• Internal Control/Compliance
• IT
• HR
• Other SFL team members
• Prospective and Existing Clients

Qualifications

• Interested candidate should possess a Bachelor's Degree with 5-10 years experience.