Rosabon Financial Services Limited Recruitment 2024(4 Positions)

Duties & Responsibilities

• Independently identify and acquire new clients for wealth management services through prospecting, networking, and relationship-building.
• Conduct financial needs analysis and present tailored wealth management solutions to clients, aligning with their financial goals and objectives.
• Foster strong, long-term relationships with clients by providing exceptional service, addressing inquiries, and staying informed about changes in their financial circumstances.
• Stay abreast of industry trends, market conditions, and competitor offerings to effectively position the company’s wealth management services.
• Ensure adherence to regulatory requirements and company policies in all client interactions and transactions.
• Provide regular reports on leads, client acquisition and revenue generation, highlighting achievements and areas for improvement.
• Any other tasks as assigned by the line manager.

Qualifications / Requirements

• Minimum of ND, HND or its equivalent in any field.
• 1-3 years’ experience in sales in any industry, sales experience within financial services or wealth management is a plus
• Charismatic personality with excellent communication and presentation skills.
• Smart and sharp Professional outlook
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the clients’ best interests at the forefront.

Skills / Competencies:

• Exceptional interpersonal and relationship-building skills.
• Ability to establish trust and credibility with clients.
• Effective communication to understand and address clients’ financial goals.

Application Closing Date
26th March, 2024.

Method of Application
Interested and qualified candidates should send their CV to: sales.careers@conceptgroup-ng.com using the Job Title as the subject of the email.

Duties & Responsibilities

• Team Leadership and Active Client Acquisition:
  • Lead, coach, and mentor a team of Independent Wealth Management Executives to achieve individual and collective goals.
  • Set performance expectations, conduct regular performance reviews, and provide constructive feedback for professional development.
  • Personally engage in client acquisition activities to contribute to team targets and lead by example.
  • Demonstrate effective strategies in acquiring high-value clients, sharing insights with the team for educational purposes.
• Client Acquisition Strategy:
  • Develop and implement effective client acquisition strategies in collaboration with the team.
  • Monitor and analyze team performance against targets, identifying areas for improvement and implementing corrective actions.
• Client Relationship Management:
  • Oversee the team & client relationship management efforts, ensuring a high level of service and client satisfaction.
  • Address escalated client issues and collaborate with team members to find effective solutions.
• Training and Development:
  • Coordinate and conduct ongoing training sessions to enhance the team’s knowledge of financial products, market trends, and wealth management strategies.
  • Foster a culture of continuous learning and professional development within the team.
• Compliance and Risk Management:
  • Ensure team members adhere to regulatory requirements and company policies in all client interactions.
  • Mitigate potential risks associated with client activities and transactions.
• Reporting and Analysis:
  • Generate regular reports on team performance, client acquisition, and revenue generation.
  • Analyze data to identify trends, opportunities, and areas for improvement.
• Any other tasks as assigned by the Line manager

Qualifications / Requirements

• Bachelor’s Degree in Finance, Business, or any related field.
• 3-5 years proven experience in wealth management, with a track record of successful team leadership.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Excellent leadership and interpersonal skills.
• Effective communication and presentation abilities.
• Analytical mindset with problem-solving skills.
• Familiarity with compliance and regulatory requirements in the financial services industry.
• Ability to work independently and meet ambitious targets.
• Adept at building and maintaining client relationships.
• High ethical standards and integrity in all financial dealings, placing the client’s best interests at the forefront.

Application Closing Date
26th March, 2024.

Method of Application
Interested and qualified candidates should send their CV to: careers@conceptgroup-ng.com using the Job Title as the subject of the email.

Duties & Responsibilities

• Monitor the assigned accounts to ensure repayment and report on the status of each of the assigned accounts.
• Develop new plans to recover and collect owed money/outstanding debt.
• Ensure that any discrepancies with customer information are promptly resolved.
• Consistently and periodically update the database with customer information like new addresses, names, payback information.
• Utillize various tracing techniques and strategies to collect personal information of customers with outstanding debts.
• Negotiate extended payment plans and the best course of action for customers seeking to avoid further debts.
• In order to curb customer delinquency, the incumbent will be required to convince the customers to get back on their repayment schedule.
• They may also need to negotiate new payment schedules that can suit clients’ financial situations while satisfying the debt.
• Recovery Agents will be the staff responsible for going out to collect funds.
• They will employ the standard collections script and procedures.

Application Closing Date
Not Specified.

Method of Application
Interested and qualified candidates should send their CV to: careers@conceptgroup-ng.com using the Job Title as the subject of the email.

Qualifications / Requirements

• B.Sc Degree in Finance, Economics, or a related field.
• Proven working experience as a Loan Officer and Deposit Mobilization
• Familiarity with computers and banking applications/software
• Solid understanding of direct/indirect lending products and practices
• Customer satisfaction orientation and sales competencies
• Ability to work in a goal-oriented environment and meet set target.

What to expect in the hiring Process:

• A preliminary phone call with the recruiter
• A reasoning and a personality assessment
• A technical interview session with a HR representative and the hiring manager.

Application Closing Date
21st March, 2024.

Method of Application
Interested and qualified candidates should send their CV to: sales.careers@conceptgroup-ng.com using the Job Title as the subject of the mail.

Note: All our interview stages are virtual.