Job Summary

We are looking for a well-organized and analytical Investment Manager to manage/provide insight and direction, lead investment teams, complete all fund transactions, and effectively maintain portfolio developments.

  • Minimum Qualification: Degree
  • Experience Level: Mid level
  • Experience Length: 5 years

Job Description/Requirements

Responsibilities:

  • Initiate cold and warm calls to prospective leads; schedule follow-up calls to publicize company products, current promotions, and discounts.
  • Identify and exploit business opportunities through extensive research on prospects and their businesses.
  • Collaborative and individual design and recommend tailor-made investment solutions to current and prospective clients based on client need analysis
  • Organize, promote and sell all investment products through locked-in contracts; strengthening established relationships through marketing calls
  • Achieve agreed upon sales targets and outcomes within the stated time frame
  • Keep and maintain an accurate log of all scheduled market calls, customer/client engagement status, and customer complaints
  • Prepare and analyze reports on client interest and need analysis, innovative solutions (products), competitive activities, and feasibility market survey to management.
  • Establish and forging sustainable relationships with customers by providing support and guidance role function
  • Research and recommend new industry opportunities and service improvement.
  • Continuous self-development by maintaining professional and technical knowledge and adopting constructive manager feedback
  • Ensuring quality assurance in identifying product improvements and new products in cognizance with industry trends, market activities, and competitors
  • Continuous education on the benefits of savings and investing in the business to prospective and current clients
  • Adhering to the organization standards and benchmarking to state-of-the-art sales or marketing practices
  • Develop and deploy individual and team strategies to bolster sustainable sales.
Qualifications / Requirements / Skills:
  • A bachelor’s degree
  • At least 5 years of work experience.
  • Marketing experience in microfinance/investment companies is an added advantage
  • Must have the ability to produce performance and results with little supervision, honesty, work ethics, concern for others and personal responsibility.
  • Strong candidates will have a personality that causes them to love the network to find prospects, are goal-driven, highly confident with sales experience.
  • Proven track record of achieving sales targets.
  • Impeccable customer service skills
  • Excellent relationship management, interpersonal communication skills, both verbal and written
  • Sales-driven, results-driven, and target-driven attitude
  • Highly motivated with an aptitude for persuasion and negotiation and consultative sales skills.
  • Ability to meet and/or exceed monthly and quarterly sales quotas.
  • High energy level, motivated, and target-driven with a proven track record in a sales environment.

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