Treasury Sales Analyst at MBO Capital Management Company

JOB DUTIES & RESPONSIBILITIES 

• To develop and execute strategic business plans that ensure the development of strong business relationships. 
• Acquire retain and grow the business and client portfolio (Fund Management)
• Own and hit/exceed annual sales targets. 
• Keep abreast of new regulations or policies that may affect earnings and investment portfolio. 
• Development and execute strategic client onboarding and business expansion plans. 
• Leverage, engage and collaborate with other financial institutions to ensure the highest possible return on investment for MBO Capital.
• Provide business advisory services to customers as well as deploy capabilities that supports their wealth management/investments. 
• Ensure transactions are carried out within compliance, regulatory and legislation governing the financial services industry framework. 
• Develop and execute strategic plan to achieve sales targets and expand customer base. 
• Build and maintain strong, long-lasting customer relationships to understand their business needs and objectives. 
• Effectively communicate the value proposition through proposals and presentations.
• Develop a Portfolio of alternative fund raising/investment products for identified/target clients. 
• Develop an awareness of current issues in portfolio management, asset, as well as domestic and international financial markets (micros and macros).
• Understand client’s risk profile ensure propositions are within the organization’s risk threshold. 
• Provide responsive service to clients ensuring that all queries, complaints/ problems, and transactional requests are attended to quickly and efficiently. 
• Planning and Preparing Presentations.
• Development of market literature and business reports for management feedback. 

COMPETENCY REQUIREMENTS 

• Enhanced writing and communication skills 
• Financial interpretation 
• Interpersonal /People\'s skills 
• Analytical / Problem solving skills. 
• Knowledge and experience in customer Relationship Management 
• Knowledge of Investment Management & Financial Advisory 
• Strong knowledge of finance i.e., equity, debt, and portfolio management 
• Understanding of Wealth Management tools