Team Lead_Institutional Sales at First Excelsia

Team Lead, Institutional Sales

The role holder is required to provide lead and contribute to the identification & evaluation of institutions in target market, as well as, managing assets for institutional investors. The role holder is expected to have worked within the capital market space.

Responsibilities:

• Ensure new products development to meet target market needs.
• Follow up of potential institutional sales leads through market research.
• Manage business relationship with existing and potential customers to ensure market growth.
• Clearly communicate the features and benefits of the Company’s products, services and platform offering to attract and retain assets.
• Minimum sales targets and activity metrics to be met which will be
• consistent with the Company’s Strategic Objective for the Financial Year.
• Understands the features and benefits of the Company’s products, services and platform offering.
• Applies knowledge and expertise to develop new business and expands existing relationships.
• Contribute to the formulation and monitoring of the unit’s market penetration strategies and customer relationship plans to increase market share.
• Effectively apply selling techniques to increase net new assets.
• Meets prospecting objectives of call activity, quarterly meetings, internal referrals
• and Single Sales Objective requirements.
• Prepare regular reports/updates for the Group Head of Sales’s attention.
• Regular update of database of client information, requirement, goals and progress report.
• Perform any other responsibility as assigned by the Group Head of Sales.

Experience & Qualification:

• 7 years post-NYSC qualification experience.
• Bachelor’s Degree in Economics, Finance, or Business- related discipline.

Relevant Professional Qualification

Required Competencies:

• Experience working with HNIs
• Local & Global financial markets/industry awareness.
• Business Acumen
• Customer Relationship Management
• Knowledge of Products & Services
• Selling of Products & Services
• Strong Negotiation skills
• Networking
• Strategic Perspective
• Oral & Written Communication
• Good Presentation Skill
• Organizing & Time Management skill
• Integrity