Fund Mobilization Officer

Responsibilities:

• Fund Sourcing & Sales: Promote and sell fixed deposits, investment products, and wealth-building solutions to meet strict revenue targets.
• Client Acquisition: Prospect new retail and institutional depositors via networking, field visits, digital channels, and referrals.
• Relationship Management: Maintain long-term connections with high-net-worth individuals (HNIs) and corporate accounts to ensure high fund retention.
• Market Analysis: Track competitor deposit rates, yield offerings, and prevailing financial market trends to position products competitively.
• Customer Education: Guide clients on financial planning, treasury instruments, and digital wealth-management platforms.
• Compliance & Reporting: Ensure all deposit and investment intake procedures adhere strictly to internal risk guidelines and regulatory frameworks

Requirements:

• Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field.
• A Master's degree or relevant professional certification (e.g., ACIB, ICAN, CFA) is an advantage.
  
• Minimum of 4–6 years' experience in fund mobilization, sales, or business development within banking, microfinance, asset management, insurance, or a related financial services environment.
  
• Proven track record of meeting or exceeding large-scale deposit/investment mobilization targets.
  
• An existing network of high-net-worth individuals, corporates, or institutional contacts is a strong advantage.
• Strong sales, negotiation, and relationship management skills
  
• Excellent verbal and written communication and presentation skills
  
• Target-driven with a high level of self-motivation and resilience
  
• Strong networking and business development capability
  
• Good understanding of financial products, investment instruments, and regulatory requirements
  
• High level of integrity, professionalism, and confidentiality
  
• Proficiency in MS Office and CRM/sales tracking tools