Latest Jobs at Rosabon Financial Services

Job Summary

• This role is primarily responsible for driving deposit mobilization for the Company, building and managingstrategic 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 exceedassigned 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.

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Job Summary

• The specific objective of the telesales is to sell products and services over digital channels particularly phone, emails, SMS and social media chats.
• This means the ideal candidate must be an excellent communicator and have superior people skills.
• They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts which lead to converting potential leads into actual transactions.
• The goal is to help the company grow by bringing in customers and developing business.

Duties & Responsibilities

• Converting customer inquiries into sales opportunities, minimum of 50 transactions monthly.
• Providing market research through outbound calling
• Surveying customer satisfaction
• Generating additional transactions outside assigned leads to meet sales targets
• Contacting potential and existing customers to inform them about a product or service using scripts
• Answering questions about products or the company
• Asking questions to understand customer requirements, sending applicable documents and requirements
• Exploring and adopting strategies to contact customers particularly RNR bucket and curate responses and feedback
• Producing reports and making recommendations to the team lead to be used as guidance in decision- making pertaining to the strategy for lead engagement and consummation
• Providing brand recognition by leaving leads with an excellent impression of a company through effective customer relations, empathy and effective communication skills
• Converting difficult leads into customers
• Cutting costs per sales while increasing conversion rates by reducing contact expenses and effectively utilizing conversation minutes per lead
• Generating investment/savings leads to meet sales target in wealth management portfolio
• Any other tasks assigned by your supervisor

Key Performance Indicators:

• Minimum conversion count of 50 transactions monthly.
• Average first contact time of 1hour
• Channel utilization to maximize customer response.
• Successful outreach recorded via calls, email, chats and SMS blasts.
• Customer satisfaction scores or Net Promoter Score (NPS) related to lead engagement.
• Customer retention rate of 60%
• Generation of investment/savings account to meet monthly target

Qualifications / Requirements

• Bachelor's Degree, HND or equivalent in any field of study.
• Experience in contact center or customer service role with ability to make minimum of 100 calls daily
• Proven track record of successfully meeting sales quota
• Previous experience in financial services particularly with a record in fund mobilization.

What to expect in the hiring Process:

• A preliminary phone call with the recruiter
• A reasoning and a personality assessment
• A technical interview session with a HR representative and the hiring manager.

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Job Summary

• As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement 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.

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.
• 1-3years’ 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.

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Job Summary

• As a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.
• This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.
• The ideal candidate will foster a culture of excellence, ensuring the team meets and exceeds client acquisition targets while maintaining the highest standards of client service.
• They 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 with charisma and a sales-oriented mindset.
• A neat and presentable appearance is crucial in building trust and confidence with our clients.

Duties & Responsibilities
Team Leadership and Active Client Acquisition:

• Lead, coach, and mentor a team of Independent Wealth Management Executives to achieve individual and collective goals.
• Set performance expectations, conduct regular performance reviews, and provide constructive feedback for professional development.
• Personally engage in client acquisition activities to contribute to team targets and lead by example.
• Demonstrate effective strategies in acquiring high-value clients, sharing insights with the team for educational purposes.

Client Acquisition Strategy:

• Develop and implement effective client acquisition strategies in collaboration with the team.
• Monitor and analyze team performance against targets, identifying areas for improvement and implementing corrective actions.

Client Relationship Management:

• Oversee the team & client relationship management efforts, ensuring a high level of service and client satisfaction.
• Address escalated client issues and collaborate with team members to find effective solutions.

Training and Development:

• Coordinate and conduct ongoing training sessions to enhance the team's knowledge of financial products, market trends, and wealth management strategies.
• Foster a culture of continuous learning and professional development within the team.

Compliance and Risk Management:

• Ensure team members adhere to regulatory requirements and company policies in all client interactions.
• Mitigate potential risks associated with client activities and transactions.

Reporting and Analysis:

• Generate regular reports on team performance, client acquisition, and revenue generation.
• Analyze data to identify trends, opportunities, and areas for improvement.
• Any other tasks as assigned by the Line manager

Qualifications / Requirements

• Bachelor's Degree in Finance, Business, or any related field.
• 3-5 years proven experience in wealth management, with a track record of successful team leadership.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent leadership and interpersonal skills.
• Effective communication and presentation abilities.
• Analytical mindset with problem-solving skills.
• Familiarity with compliance and regulatory requirements in the financial services industry.
• 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.

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Scope and Impact

• The candidate will be tasked with the responsibility of selling various loan products.
• He/ She will act as liaison between customers and our financial institution and will help qualified applicants acquire loans in a timely manner.

Job Summary

• The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments).
• He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.

Duties & Responsibilities

• Evaluate credit worthiness by processing loan applications and documentation within specified limits
• Interview applicants to determine financial eligibility and feasibility of granting loans
• Determine all applicable ratios and metrics and set up debt payment plans
• Communicate with clients either to request or to provide information
• Justify decisions (approvals/rejections) and report on them
• Complete loan contracts and counsel clients on policies and restrictions
• Review loan agreements to ensure that they are complete and accurate according to policy
• Update account records, Compute payment schedules and transactions on ERP
• Confer with underwriters to aid in resolving loan application problems.
• Update job knowledge on types of loans and other financial services
• Assess customer needs, explore all options and introduce different types of loans
• Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
• Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
• Operate in compliance with laws and regulations and adhere to lending compliance guidelines
• Deposit mobilization to meet set targets.

Key Performance Indicators

• Meet Set Monthly loan and investment Targets
• Reduced number of Non-Performing loans
• Customer retention rate of minimum 90% across loan and investment products.

Qualifications / Requirements

• Proven working experience as a Loan Officer
• Familiarity with computers and banking applications/software
• Solid understanding of direct/indirect lending products and practices
• Customer satisfaction orientation and sales competencies
• Ability to work in a goal oriented environment and meet set target
• B.Sc Degree in Finance, Economics or a related field.