Investment Executive at Smash Group

Location: Chisco Lekki, Lagos
 

Responsibilities

• Plan and perform group and individual training sessions with investment banking employees.
• Projecting and meeting the company set targets both financial and performance
• Develop and handle client meetings to review current accounts and close sales with licensed bankers.
• Work on client’s investment needs and problems and delegate tasks daily.
• Maintain relationships and develop referrals from current client base post-appointment.
• Manage self and team sales planning to foster sales and attain financial results.
• Manage financial products knowledge through coursework, periodicals and self-study.
• Draft internal reports for tracking sales.
• Foster team communication to ensure investment related accountabilities completion daily.
• Handle external and internal seminars.
• Introduce and prioritize client needs on all our investment platforms.
• Make sales calls to qualified individuals.
• File and maintain client documents.
• Gather, organize and prepare marketing material and manage periodic mailings.
• Prospecting and contacting qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments or send marketing material.
• Process sales orders – speak to investors to gather personal, financial information and prepare all necessary investment documents.
• Manage your clients and provide timely response to their questions and requests.
• Comply with Company policies, procedures and compliance rules and regulations.

Requirements

• Candidates should possess a Bachelor's Degree with 2 - 4 years work experience.
• Ability to travel out of state for property site visits or client appointments.
• Flexible with work schedule, extra hours may be required.

Salary
N80,000 monthly.