Investment Executives

Job Information

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    Category Consultancy Jobs
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    Posted On Jan 17 ,2021
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    Qualifications HND/Bachelor's degree
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    Employer Name Oxford Partners Homes Limited
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    Contact Email

Job Description

– Plan and perform group and individual training sessions with investment employees.

– Develop and handle client meetings to review their request and close sales with licensed investment company.

– Work on client’s investment needs and problems and delegate tasks.

– Maintain relationships and develop referrals from 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.

– Foster team communication to ensure investment related accountabilities completion daily.

– Handle external and internal seminars.

– Introduce and prioritize client needs on estate and investment planning.