Investment Manager at Capital Bancorp Plc. (CBP)

About the Job

• Cross sell all the financial products of the Group: - Liability generation, Loans and Leases, Shares/Stocks/Bonds (Federal, State & Corporate), Treasury Bills, FGN Savings Bonds, FX etc.
• Formulate and implement a strategy to increase the pool of HNI’s the Group transacts with
• Pitch for business relationships with Local Corporates, PFA’s, Insurance companies, and other non-Financial Institutions (Institutional Sales & Marketing) etc.
• Manage key relationships with customers to ensure the smooth running of these accounts.
• Oversee, Supervise and Coordinate an effective online marketing strategy.
• Development and implementation of service improvement strategies.
• Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.
• Together with Business Heads, review strategies for all networked customers with a view to enhancing business volumes and earnings.
• Implement marketing strategies to develop existing portfolio and develop new opportunities.
• Understand customer needs and provide products and services to satisfy clients’ needs and achieve business objectives.
• Prepare and agree with line Manager on a call-planning in order to maximize returns in line with business strategy.
• Provide clients with Investment Advisory services.
• Develop executive contact plan and arrange meetings between proposed clients, head of unit and the MD.