Stanbic IBTC Bank Officer, Institutional Sales - SIAML Jobs in Nigeria
Stanbic IBTC Bank Officer, Institutional Sales - SIAML Jobs in Nigeria
Job Purpose The sales Officer will ensure customer engagements by driving tailor made solutions for individuals and corporates prospects, ensure active customer engagement by educating clients on market activities, instill customer confidence on our expertise and Increase customer loyalty by marketing innovative products offerings and services.
The officer will ensure active engagement with other business units to increase collaborations. This entails deepening relationships with the numerous clients to increase share of mind, share of wallet and customer loyalty.
Key Responsibilities/Accountabilities
To grow our AUM across all funds and ensure excellent customer service and delivery in line with global best service standards.
Grow our AUM across all funds/products
Actual Performance vs Budget - Periodic targets achievements
Ensure new lead generation and conversion of these leads to sales
Make certain existing database are mined to drive market share
Aggressive customer engagements by driving tailor made solutions for individuals and corporates prospects
Effectively communicate and follow through with client requests to back office /support units
Consistently identify value to our customers by leveraging the various resources within the group
Proffer possible strategies to improve sales and relating to customers
Cross-selling other products of the Group
Ensure complete KYC compliance / Customer satisfaction:
Profile all new client’s appropriately and ensure KYC compliance on all new mandate
Effective communication, Marketing innovative products, adequate knowledge and understanding of the processes and procedures
Ensure products are marketed in line with customer risk profile and investment objective
Minimize customers’ dissatisfaction and product mis-selling
Collaboration Drive:
To grow our client base through active collaboration
Provide an end to end financial service solution via our sales pitch
Provide relevant feedback and competition news to relevant Business Units to assist with strategic planning and decision making
Maintain open communication with the investment management Unit on client and market expectations
Driving UFSOrisation and collaboration with other departments/branches/wealth reps to increase client
engagements
Increase customer loyalty by marketing innovative products offerings and services across the group.
Adhere to company’s core values:
100% KYC documentation
Excellent customer service delivery
Project maximum professionalism and confidence
Upholding the highest level of integrity
Effective communication
Provide sound investment advice through data analysis, interpretation and presentation:
Competition news
Product analysis & presentation to clients
New Product recommendation
Providing clients feedback
Provide sound ideas and innovations in the unit:
Provide support to the team by providing new ideas.
Innovations by technology through data analysis
Complete disclosure of events/activities
Qualifications and Experience
First Degree in any field
Certified Financial Planner (CFP) is required.
Minimum 1 year post CFP qualification experience with at least 1 year spent in the Financial Sector
Minimum of 3 years’ sales experience with exposure in Sales & Relationship Management
Knowledge/Technical Skills/Expertise
Technical Competencies:
Effective Business Communication
Presentation Skills
Compliance-Know-Your-Customer
Brand Management
Customer Understanding
Microsoft Office Suite
Compliance
How to Apply
For more information and job application details, see; Stanbic IBTC Bank Officer, Institutional Sales - SIAML Jobs in Nigeria
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