Job overview: Our client, an esteemed Asset Management Firm, is seeking a talented and driven individual to join their team as an Institutional Sales Associate. In this role, you will play a critical part in expanding the firm's institutional client base and driving revenue growth.
Responsibilities
• Formulate customized sales strategy to identify and engage institutional and corporate clients, aligning with the firm's objectives and target market segments.
• Utilize market research and networking techniques to identify potential clients and initiate contact through targeted outreach efforts.
• Assess the investment needs and objectives of institutional and corporate clients, offering personalized recommendations from the firm's suite of investment products and services.
• Conduct thorough analyses of clients' existing portfolios and financial situations to tailor investment proposals that address their specific requirements.
• Stay abreast of competitors' products, services, and sales tactics to effectively counter resistance from prospects and differentiate the firm's offerings.
• Leverage insights gained from competitor analysis to refine sales pitches and value propositions, highlighting the unique benefits of our investment solutions.
• Create clear and compelling written proposals for prospects, outlining the firm's investment approach, product offerings, and value-added services.
• Effectively manage new and existing client relationships, serving as a trusted advisor and primary point of contact for inquiries, requests, and account management.
• Proactively identify opportunities to upsell or cross-sell additional investment products and services to meet clients' evolving needs.
• Prepare and submit accurate sales reports on time, detailing sales activities, client interactions, and progress towards sales targets.
• Utilise CRM systems and sales tracking tools to maintain up-to-date records of clients communications and sales pipeline.
• Leverage technology tools and platforms to enhance sales effectiveness, streamline client communications, and facilitate remote client engagement.
• Stay informed about emerging technologies and digital marketing trends to optimize client acquisition and retention strategies.
• Collaborate with team members to support organizational goals and collective sales efforts, sharing best practices and insights.
• Provide mentorship and assistance to junior team members, fostering a collaborative and supportive team environment.
• Promptly address and resolve customer problems and complaints, ensuring a high level of satisfaction and retention among institutional and corporate clients.
Requirements:
• Bachelor's degree (minimum 2nd Class Upper) or HND (Upper Credit) in a Finance, or related field.
• Minimum of 3 years experience in marketing Investment Products in Nigeria
• Sound knowledge of Nigerian capital and money markets.
• Preferably registered with the Securities and Exchange Commission (SEC) as a sponsored individual.
• Strong interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• Proficiency in written and spoken English language.
• Advanced proficiency in Microsoft PowerPoint, Excel, and Word for creating compelling presentations and documents.