Investment Officer at Rich-Oak Investment and Business Advisory Limited

Job Responsibilities

• Sales of company's financial products
• Initiate cold and warm calls to prospective leads; schedule follow-up calls to publicize company products, current promotions and discounts.
• Identify and exploit business opportunities by extensive research on prospects and their businesses.
• Collaborative and individual design and recommend tailor-made investment solutions to current and prospective clients based on client need analysis
• Organize, promote and sell all investment products through locked-in contacts ; strengthening established relationships through marketing calls
• Achieve agreed upon sales targets and outcomes within stated time frame
• Keep and maintain accurate log of all scheduled market calls, customer/client engagement status, and customer complaints
• Prepare and analyze reports on client interest and need analysis, innovative solutions (products), competitive activities, and feasibility market survey to management.
• Establish and forging sustainable relationships with customers by providing support and guidance role function
• Research and recommend new industry opportunities and service improvement.
• Continuous self-development by maintaining professional and technical knowledge and adopting constructive manager feedback
• Ensuring quality assurance in identifying product improvements and new products in cognizance with industry trends, market activities, and competitors
• Continuous education on the benefits of savings and investing in the business to prospective and current clients
• Adhering to the organization standards and benchmarking to state-of-the-art sales or marketing practices
• Develop and deploy individual and team strategies to bolster sustainable sales.

Qualifications

• Bachelor's degree in Business Administration, Business Management, Marketing, Economics or related field is preferred.
• 3 years marketing experience in micro finance/investment companies is compulsory
• Proven track record of achieving sales targets.
• Excellent relationship management, interpersonal communication skills, both verbal and written
• Sales-driven, results-driven, and target-driven attitude
• Ability to meet and/or exceed monthly and quarterly sales quotas.
• Proficient use of PowerPoint for client presentation
• Should be female.