Treasury Marketing / Sales Officer at Addosser Microfinance Bank

Objectives of the Role

• Term Deposit Mobilization, Relationship management of investment portfolio of HNIs

Responsibilities

• Prospect and convert HNI leads and relationship management of each client portfolio.
• The Treasury Marketing Officer will be conducting due diligence, and make recommendations to maximize returns and minimize risks to clients.
• Manage and oversee their individual investment portfolio, ensuring alignment with the overall investment strategy and objectives.
• Analyze potential investment opportunities from time to time.
• Maintain accurate and up-to-date records of all clients’ investments.

Qualifications / Experience / Skills

Education:

• Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
• 1 - 2 years relevant work experience.
• Excellent communication and presentation skills.
• Proficiency in Microsoft Office.