Liability Generation and Investment Executive at Arvo Finance

Responsibilities

• 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.
•  Draft internal reports for tracking sales.
•  Foster team communication to ensure investment related accountabilities completion daily.
•  To identify business opportunities and secure investment into the organization (especially monthly deposit of Ten million naira)
•  Portfolio management and customer retention.
•  Conduct market research based on product and services in other to determine the market of primary importance and propound market strategy for gaining market entry and traction.
•  Collaborate with requisite teams on viable product evolution as it relates to investment portfolio
•  Introduce and prioritize client needs on estate planning, deposits and loans.