Officer, Institutional Sales - SIAML at Stanbic IBTC

Job ID: 50262
Location: Lagos Island, Lagos
Job Sector: Banking

Job Purpose

• The sales Officer will ensure customer engagements by driving tailor made solutions for individuals and corporates prospects, ensure active customer engagement by educating clients on market activities, instill customer confidence on our expertise and Increase customer loyalty by marketing innovative products offerings and services.
• The officer will ensure active engagement with other business units to increase collaborations. This entails deepening relationships with the numerous clients to increase share of mind, share of wallet and customer loyalty.

Key Responsibilities/Accountabilities
To grow our AUM across all funds and ensure excellent customer service and delivery in line with global best service standards.

• Grow our AUM across all funds/products
• Actual Performance vs Budget  - Periodic targets achievements
• Ensure new lead generation and conversion of these leads to sales
• Make certain existing database are mined to drive market share
• Aggressive customer engagements by driving tailor made solutions for individuals and corporates prospects
• Effectively communicate and follow through with client requests to back office /support units
• Consistently identify value to our customers by leveraging the various resources within the group
• Proffer possible strategies to improve sales and relating to customers
• Cross-selling other products of the Group

Ensure complete KYC compliance / Customer satisfaction:

• Profile all new client’s appropriately and ensure KYC compliance on all new mandate
• Effective communication, Marketing innovative products, adequate knowledge and understanding of the processes and procedures
• Ensure products are marketed in line with customer risk profile and investment objective
• Minimize customers’ dissatisfaction and product mis-selling

Collaboration Drive:

• To grow our client base through active collaboration
• Provide an end to end financial service solution via our sales pitch
• Provide relevant feedback and competition news to relevant Business Units to assist with strategic planning and decision making
• Maintain open communication with the investment management Unit on client and market expectations
• Driving UFSOrisation and collaboration with other departments/branches/wealth reps to increase client engagements
• Increase customer loyalty by marketing innovative products offerings and services across the group.

Adhere to company’s core values:

• 100% KYC documentation
• Excellent customer service delivery
• Project maximum  professionalism and confidence
• Upholding the highest level of integrity
• Effective communication

Provide sound investment advice through data analysis, interpretation and presentation:

• Competition news
• Product analysis & presentation to clients
• New Product recommendation
• Providing clients feedback

Provide sound ideas and innovations in the unit:

• Provide support to the team by providing new ideas.
• Innovations by technology through data analysis
• Complete disclosure of events/activities

Qualifications and Experience

• First Degree in any field
• Certified Financial Planner (CFP) is required.
• Minimum 1 year post CFP qualification experience with at least 1 year spent in the Financial Sector
• Minimum of 3 years’ sales experience with exposure in Sales & Relationship Management

Knowledge/Technical Skills/Expertise
Technical Competencies:

• Effective Business Communication
• Presentation Skills
• Compliance-Know-Your-Customer
• Brand Management
• Customer Understanding
• Microsoft Office Suite
• Compliance