Wealth Management Executive - Deposit Mobilization (Liability Asset) at Rosabon Financial Services

Job Summary

• This role is primarily responsible for driving deposit mobilization for the Company, building and managing strategic relationships for fixed deposit customers and serving as the single point of contact for new business as well existing portfolios.

Job Description

• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
• Visit, engage prospects and maintain liability generated.
• Marketing and sale of all company deposit products.
• Meet, maintain and exceed assigned targets and quota in deposit mobilization and other assigned tasks.
• Propose services, up-selling and cross-selling whenever possible.
• Participate in creating new and better marketing based on field experience.
• Ensure the form for the fixed deposit Investment Plan is adequately completed and registered
• Inform the client of the status of their investment.

Requirements

• Minimum education level - First Degree in any discipline from a reputable academic institution. Post-graduate qualification(s) and professional membership will be an added advantage.
• Demonstrated track record of meeting / exceeding targets as an individual contributor.
• Successful experience building a territory from little or nothing.
• Working knowledge of deal structuring and closing principals.
• Strong communication and networking skills.