Wealth Manager (Fund Mobilization) at Peridot Forte Solutions Consulting

Our Client in the Financial Technology Industry requires a Wealth Manager (Fund Mobilization) to join their team.

Responsibilities

• To drive the deposit mobilization arm of the business.

• Mobilization of funds from private sector entities, individuals and corporate agencies.

• Identify target markets with identified volumes to drive high volumes of new funds to the Company.

• Work with the team to develop and implement a business development plan to improve the deposit mobilization and retention of deposits and also manage withdrawal attrition.

• Oversee the development of innovative investment products in line with customer needs.

• Develop and maintain relationships with corporate clients and individual depositors.

• Advise clients on funds status and generate new clients on an ongoing basis.

• Meet assigned targets and quotas.

• Identifying any factors that are hindering performance or that put it at risk and propose remedies.

Requirements

• First Degree in Marketing, Business Administration/Management or related field wth 5+ years’ work experience in similar role. 

• Proven track record of being a successful Deposit Mobilizer in a Financial institution.

• Vast network in big retail merchants preferred.

• Strong Analytical Skills in Sales and Performance Monitoring. 

• Excellent Written and Verbal Communication Skills.

• Excellent Teamwork skills.

• Excellent Negotiation and Leadership Skills. 

• Exceptional Customer Service Skills.