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Full Job Description
Job Objective(s)
To develop new business relationships with HNI &UHNI segments through professional, social, and personal networks and in line with the Company’s wealth management strategy in order to increase Company’s market share of the wealth management business.
The Position Holder is responsible for acquiring and maintaining high-value business relationships across focus market segments of institutional, HNI &UHNI segments through the provision of superior investment advice to clientele, optimal structuring of their portfolio to meet both their short to long-term objectives, with the aim achieving set business targets, and overall client satisfaction.
Duties and Responsibilities
- Business Development of business prospects across the company’s entire spectrum of the company’s target segments, by undertaking the initiation and development of business proposals and aggressive sales pitching for business solicitation from existing and prospective customers.
- Strategic Account Acquisition Aggressive identification, prioritizing, and management of corporate relationships with strategic partners that have sufficient reach to provide business development results for the business.
- Promote the products and services offered to HNI &UHNI market
- Provide up to date insight on market trends.
- Ability to design and conduct effective presentations of company products and services.
- Continuously maintain contact with current customers with updates on new availabilities and developments
- Ability to Achieve annual and monthly revenue targets.
- To drive the deposit mobilization arm of the business.
- Responsible for sales and marketing of deposits
- Managing the growth of assigned high depositor
- Actively drive for deposits
- Improve the deposit mobilization and retention of deposit and also manage withdrawal attrition.
- Develop and maintain relationships with corporate clients and individual depositors
- Innovate and develop attractive value added deposit products together with the Business Development to achieve the overall deposit targets
- Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
- Cultivate new clientele on an on-going basis.
- Meet assigned revenue targets and quota
- Participate in creating new and better marketing based on field experience.
- Innovate and develop attractive value added deposit products together with the Business Development to achieve the overall deposit targets
- Liaise with the Deposit Mobilization Team Lead to ensure that due diligence is always enforced to meet the requirements of the regulator and also protect the interest of both the depositors and the organization.
Preferred Qualification
- Bachelor’s Degree in Marketing, Business Administration or related field.
- Relevant training & certifications.
- 3-5 years of experience as a deposit mobilizer for a financial institution.
Preferred Requirements
- Proven track record of being a successful Marketer
- Excellent written and verbal communication skills
- Excellent teamwork skills
- Proven ability to influence cross-functional teams
- Negotiation Skills.
Job Types: Full-time, Permanent
Experience:
- business development: 4 years (Required)
Work Remotely: Yes
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