Investment Sales Manager at Sovereign Finance Limited

Job 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

Key Performance Metrics

• N150M Investment mobilization monthly, Minimum of 12 accounts conversion
• Identification of minimum of 10 Companies for B2B Marketing
• Identification of a minimum of 20 prospects per month (120)
• Minimum of 4 leads through referral per month (24)
• Weekly update of marketing report – Every Friday
• Pre and post call memo for all calls – Daily
• Comprehensive monthly report on all marketing activities – First working day of the following month
• Portfolio position reporting to clients on a monthly & quarterly basis – Two working days after month end.

Requirements

• Candidates should possess a Bachelor’s Degree with 5 - 10 years of work experience.