Direct Sales Executives at Alan & Grant

Industry: Financial Services

Job Summary

• This role is responsible for sales of the group’s products and services in order to generate transactions, manage clients and educate clusters on our solution offerings.

Roles & Responsibilities

• Generate new businesses for for the client with focus on Retail Clients.
• Grow AUM by N25 Million on a monthly basis and N300 Million net balance by year end.
• Sell and Cross-Sell all Clients’ solutions -  products and services.
• Open 600 new accounts across all product lines.
• Execute all retail strategic marketing plan including road shows, school storms, presentations, client calls, Client visits/roadshows etc.
• Provide financial advisory to clients.
• Monitor accounts of clients and give adequate feedback.
• Ensure active customer relationship management and facilitate necessary conditions for full customer satisfaction and retention.
• Ensure error free management and maintenance of customers account and avoid undue debit balance.
• Adopt and Implement appropriate strategies to minimize customer complaints.
• Ensure immediate and corrective action on complaint and report/escalate promptly where necessary.
• Processing of clients orders and ensuring transactions are properly executed.
• New idea generation to facilitate sales and customer service.
• Presentations in clusters and organizations across Nigeria in a bid to sell the company's products and services.
• Ensure accounts are opened in line with regulatory requirements and follow up on any outstanding documentation were applicable.
• Ensure proper filing of client’s documents in line with company's policy for easy retrieval.
• Make trips to neighboring states to expand our clientele base and create brand awareness for the organization.
• Other responsibilities that may arise in the cause of the Job or at management's discretion.
• Performance will be appraised every 3 months.

Requirements

• Bachelor's degree or HND in Business, Finance, Economics, Accounting Marketing or related field.
• At least three years’ experience in a sales role in a financial service firm.
• Good understanding of financial market and investment products.
• Good presentation and communication skills.
• Good analytical and problem-solving skills.
• Customer centric and good interpersonal skills.