2 months ago

Job Summary

Develop and maintain relationships with business owners, individuals, corporate executives and influential personnel with client.

  • Minimum Qualification:High School (S.S.C.E)
  • Experience Level:Entry level
  • Experience Length:1 year

Job Description/Requirements

Responsibilities:

  • Monitor and identify clients and maintain client base through efficient interactions with clients and analyze any changes in client’s needs.
  • Coordinate with prospects to understand individual client requirements and recommend plans to ensure the achievement of all objectives.
  • Develop financial strategies and plans and recommend specific products to clients.
  • Evaluate prospect requirements of clients and determine qualified leads through efficient networking and cold calling.
  • Develop and maintain relationships with business owners, individuals, corporate executives and influential personnel with client.
  • Supervise all finance sales processes and manage multiple responsibilities.
  • Perform all audit and security procedures, bank policies, and federal regulations and ensure completion of work within deadline.
  • Manage all communication with bank and provide excellent customer service and resolve any customer issues.
  • Administer all clients’ queries on financial issues, and manage the effective resolution of all customer complaints.
  • Coordinate with other departments for and maintain efficiency on all sales procedures and activities.
  • Maintain and interpret all audit policies and ensure compliance to the same.
  • Assist in service and sales process and provide training to sales personnel.
  • Monitor all communication with and administer all income expenses and provide tax status.
  • Analyze all information to develop strategies and ensure the achievement of all financial objectives for client.
  • Develop strategies to sell financial products like mutual funds, annuities, and insurance.
  • Administer and access comprehensive personnel and business product lines.


Qualification Required:

  • SHS Education 

Years of Experience:

  • Will be Trained and Mentored( Experienced in Sales will be an advantage)


To Apply:

Interested applicants should send CVs to sd.abdulai@gmail.com

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