Relationship Manager at Bethsaida Limited

Experience: 3-8years Experience

Job Description

• Develop or implement fund investment policies or strategies.
• Analyze acquisitions to ensure conformance with strategic goals or regulatory requirements.
• Manage investment funds to maximize return on client investments.
• Attend investment briefings or consult financial media to stay abreast of relevant investment markets.
• Market company’s product and services to prospective clients.
• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients
• Understand customers’ needs and develop plans to address them.
• Resolve customers complaints quickly and effectively Identify key staff in client companies to cultivate profitable relationships.
• Present investment information, such as product risks, fees, or fund performance statistics.
• Handle and follow-up with customers pay slip and payment.
• Handle daily, weekly and monthly reconciliation issues with customers
• Assess clients’ financial status
• Helps client in all investment process
• Seek opportunities to cross-sell or up-sell to existing clients.
• Set revenue targets and develop and execute a strategy to meet them.

Requirements

• 3-8years Experience in a similar role
• B.Sc / HND / MSC in Marketing and other related field
• Most have worked in a financial institution
• Most possess good customer relationship
• Ability to create and process financial spreadsheets
• Sufficient knowledge of modern management techniques and best practices
• Ability to meet sales targets and production goals
• Familiarity with industry’s rules and regulations
• Excellent organizational skills
• Results driven and customer focused.
• Work Experience in an Investment company is an added advantage