Team Lead, Relationship Management

Smash Group

 Lagos, Nigeria
Last Seen: 6th December 2021

Required Experience3 years

Salary Periodmonthly

Job TypeFull Time

IndustryFinancial Services

Language SkillsEnglish

Education LevelBachelor's degree

Company NameSmash Group


The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and leading the team to create strategic recommendations based on this understanding.

REQUIREMENTS

  • 3-6 years of client relationship experience
  • Ability to manage multiple projects and clients
  • Strong communication and interpersonal skills
  • Must be flexible, detailed oriented, highly organized, and professional with the ability to multi-task and work under pressure.
  • Ability to travel out of State for property site visits or client appointments


RESPONSIBILITIES

  • Plan and perform group and individual training sessions with investment employees.
  • Foster team communication to ensure investment-related accountabilities completion daily.
  • Handle external and internal seminars.
  • Plan and perform group and individual training sessions with investment employees.
  • Project and meet the company set targets both financial and performance
  • Develop and handle client meetings to review current accounts and close sales with licensed bankers.
  • Work on clients’ investment needs and problems and delegate tasks daily.
  • Maintain relationships and develop referrals from the current client base post-appointment.
  • Manage self and team sales planning to foster sales and attain financial results.
  • Manage financial products knowledge through coursework, periodicals, and self-study.
  • Draft internal reports for tracking sales.
  • Introduce and prioritize client needs on all our investment platforms.
  • Make sales calls to qualified individuals.
  • File and maintain client documents.
  • Gather, organize and prepare marketing material and manage periodic mailings.
  • Prospect and contact qualified individuals, understand their financial needs, gauge their level of investment interest, schedule appointments, or send marketing material.
  • Process sales orders – speak to investors to gather personal, financial information and prepare all necessary investment documents.
  • Manage clients and provide timely responses to their questions and requests.
  • Comply with Company policies, procedures, and compliance rules and regulations.



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