Business Development Officer(Banking Industry) at Phillips Consulting

Job Objective/Summary

• Deposit Mobilization
• Sales of Company Financial Products and Services
• Sourcing Funds and Accounts opening for both Corporates and Individuals
• Managing investments portfolios and accounts.
• Relationship Management

Job Duties/Responsibilities:

• Compile and profile names of individuals/companies that fit the target market description
• Facilitate meetings, for presenting our services offerings.
• Achieve set cluster meeting targets
• Coordinate at the team level, the development and execution of all market strategies.
• Facilitate conversion of prospects including follow up of individuals, group/clusters, companies and achieve set conversion targets.
• Upselling of pre-qualified retail clients to other services
• Actively manage client relationship- portfolio 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
• Achieve nil record of client complaint and work with the CRM and other teams to provide speedy resolution should any complaint arises
• Provide support towards all Company’s related events and actively create opportunities for the sales
• Other responsibilities may be assigned by management from time to time

Skills & Competencies:

• Must be analytical.
• Able to understand complex information
• Strong mathematical skills
• Confidence
• Good presentation skills
• Relationship management