Jobs at Rosabon Financial Services

Job Scope

• The Fund Mobilization officer (IMTT) proactively sources for fund placements from individuals and corporate organizations using both the company’s offline and online channel in attracting customers to invest in the fund placement products.
• The officer is responsible for deepening investor’s relationships, exploring funding opportunities, and educating the customers on the numerous opportunities to grow their wealth by investing in the company’s wealth creation products within the provisions of the regulatory guidelines and organizational policies.
• This role is highly competitive and adequately incentivized with commission and productivity bonus in addition to a base salary.

Job Description

• Market and Sell the company’s fund investment products to individuals: Promote and sell fund placement products to individual and corporate bodies
• Promote digital channels adoption: They interact with existing and potential customers on using the company’s Wealth Creation Investment App
• Customer Engagement: Build relationship with customers , understand the financial needs and guide them on using the Wealth Management App
• Product knowledge : Stay up to-date on company treasury products and services to effectively communicate their value to the customers
• Customer Education: Educate customers on the benefits of the fund placements products, and guide them on how to utilize the company’s products and service their wealth maximization

Performance Metrics

• Sales targets: Meet or exceed sales targets for treasury products.
• Customer acquisition: Acquire new customers and grow the customer base.
• Customer satisfaction: Ensure high customer satisfaction ratings through effective service delivery.
• Digital channel adoption: Increase adoption rates of the company's digital channels, particularly the WealthManagementapp.

Qualifications

• Interested candidates should possess an HND / OND qualification with 1 year of experience.

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Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
• This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
• They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
• The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
• This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
• A neat and presentable appearance is crucial in building trust and confidence with our clients.
• While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.

Duties & Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.

Requirements

• Minimum of ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients' best interests at the forefront.

Skills/Competencies:

• Exceptional interpersonal and relationship-building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients' financial goals.