Deposit Mobilization Officer at Terawork

Job Summary: 

• We are seeking a dynamic professional responsible for deposit mobilization, promoting company financial products and services, sourcing funds, and opening accounts for corporate and individual clients. The role involves managing investment portfolios and accounts, as well as fostering and maintaining strong relationships with clients.

Description

• 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.

Requirements:

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• Minimum of 4 years’ experience in a Commercial Bank or Finance Companies.
• Proven track record of exceeding sales targets and achieving revenue goals.
• Strong understanding of the financial market, including local market trends.
• Excellent communication, presentation, and interpersonal skills with the ability to build rapport with clients.
• Highly organized and detail-oriented with a proactive and results-driven approach.
• Proficiency in Microsoft Office Suite.
• Presentable appearance and professional demeanor.
• Strong work ethic with the ability to manage multiple tasks simultaneously and meet deadlines.