Job Openings at Meristem Securities Limited

Job Summary

• To generate income in line with the set target of the company • To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Job Details

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
• Develop new sales/marketing strategies to attract new.
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Facilitate conversion of prospects both from cluster presentations and otherwise.
• Manage and develop a good relationship with existing clients and generate a network of referrals
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
•  Any other assignment as may be assigned by your supervisor

Requirements

• Bachelor’s Degree or it's equivalent

 Work Experience:

• 3-6 years experience in Financial services (preferably not in banking)
• Any sales experience (other than financial services) but with a first degree in Economics
• Good Presentation skills
• Proficiency in usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management

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Job Summary

• To generate new business ideas and devise strategies for acquiring new clients To generate income in line with the set-target of the company Effectively manage business relationships between the company and its clients and ensure excellent service delivery.

Job Details

• Market and sell appropriate investment products, financial and wealth management services/products to clients
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes
• Comply with all industry rules and regulation
• Works closely with families, individual and businesses to provide customized recommendation to help them meet their goals
• Consult with clients on investment strategies products and services that are suitable for their needs
• Respond to clients questions and requests
• Track and translate investment performance and make recommendations
• Build a strong and long term relationship with clients
• Establish a network of referrals
• Balances referral activities, customer follow up prospect building and administrator task
• Ability to create a sales and marketing strategies for new client
• Any other assignment as may be assigned by your supervisor

Requirements

• Bachelor’s Degree or its equivalent
• A good first degree in any discipline from a reputable Higher Institution.
• Other professional qualification may be an added advantage
• 4 to 6 years of experience involving money management, including investment decision-making.

Skills/Knowledge

• Excellent interpersonal and communication skills
• Excellent prospecting and marketing skills
• Good knowledge of the Capital market in general and Wealth Management Services in particular.
• Excellent presentation skills
• Must possess good selling skills
• Strong quantitative and analytical skills