Latest Jobs at Meristem Securities Limited

Job Summary

• This position is responsible for generating added-value evaluations and recommendations to enhance the company’s governance, risk management, compliance, controls and audit model to accomplish the strategic objectives and transformational agenda.
• The position provides great prospects for a bright and hard-working individual willing to grow in a high performing company and fulfill a meaningful career.
• You will be part of pioneer internal audit team charged with responsibility for value additions to the organization’s objectives.

Responsibilities

Commitment to Client Service 

• Develops effective working relationships with internal clients.
• Works effectively in teams to provide quality service to internal clients.
• Gains a comprehensive understanding of client operations, processes, and business objectives (including key risk areas) and utilizes that knowledge throughout engagements.
• Communicates professionally (both verbally and electronically) with clients under the supervision of the Head, Internal Audit

Technical Skills

• Execute the group annual audit plan to ensure comprehensive coverage of the organization's operations.
• Carry out audits of business units in line with the Group’s annual audit plan.
• Gather, analyze, and evaluate financial and operational data to identify weaknesses in internal controls.
• Responsible for reviewing company policies and advising management on possible risks.
• Maintain comprehensive audit documentation, including working papers, findings, and recommendations.
• Identify and communicate deficiencies in control systems, operational processes, and compliance with policies and regulations with process owners.
• Provide recommendations to address weaknesses and deficiencies identified during audits.
• Prepare audit reports summarizing findings, recommendations, and management responses.
• Monitor and ensure the timely implementation of audit recommendations and track progress.
• Conduct follow-up audits to verify the effectiveness of corrective actions.
• Stay up to date with relevant laws, regulations, and industry standards to monitor compliance.

Qualification/Education:

• B.Sc. Accounting, Finance, or another related field.
• ATSWA, ACA, ACCA (in view), Certification with Institute of Internal Auditors will be an added advantage.

Work Experience:

• At least 2-3 years of practical experience in a private accounting firm and/or hands on experience in executing internal and external audits.
• Proven working experience as Internal Auditor or Senior Auditor.
• Working knowledge of the Nigeria Capital market operations.
• Prove track record of meeting deadlines and targets.

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Job Summary

• To drive regulatory and compliance functions across all business units in Meristem. • Ensure that compliance policies of Meristem are in line with current regulatory requirements and applicable best practice.

Job Duties/Responsibilities:

• Collation and timely submission of weekly, monthly and quarterly returns/reports to the regulators i.e. NFIU, SEC, NSE & CBN;
• Liaising with the regulators on all regulatory matters;
• Tracking regulatory pronouncements and release of new Rules/Policies/Guidelines as they affect Meristem’s operations;
• Attend promptly to all enquiries and correspondences from the Regulators;
• Ensuring customers due diligence and validation of KYC information;
• Conduct regular checks on the activities of Business Units to ascertain level of compliance with internal/operational policies and procedures;
• Coordination of AML/CFT awareness within the organization;
• Keep abreast of trends/ development taking place in the capital market;
• Perform other duties as may be assigned by the supervisor.

Timeline for Deliverables

• Weekly/Monthly/Quarterly submission of returns/reports to the regulators;
• Weekly reports of the activities of the department.

Any other assignment as may be assigned by your supervisor

Requirements

Qualification/Education:

• Bachelor’s Degree or its equivalent. 

Work Experience:

• 0-2 years experience in the capital market industry;
• Registration with SEC as a Sponsored Individual (will be an added advantage).

Skills & Competencies:

• Practical knowledge of office tools (Word, Excel & PowerPoint);
• Good communication and peoples management skills;
• Report writing and presentation skills.

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Job Summary

• The Strategic Brand Manager is responsible for managing the Meristem brand as required.

Responsibilities

• Plan, Deliver, Execute and Manage brand strategic campaigns (internal and external);
• Conduct Market Research and Competitors Analysis;
• Stakeholder Mapping strategy;
• Translate brand elements into plans and go-to marketing strategies ;
• Optimizing budget spending; 
• Plan, execute, and measure experiments and conversion tests;
• Engage creative vendors for the development of creatives to motivate the target audience to take action.
• Brainstorm new and creative growth strategies for our products;
• Email marketing;
• Reports writing
• Any other assignment as may be assigned by your supervisor

Requirements

Qualifications and Work Experience:

• BSc. degree in any social science dizcipline or related field
• Masters degree is an added advantage
• 3 - 6 years of cognate experience in Brand Management and or related role preferably from an in a financial institution.
• Advertising agency experience is an added advantage.
• Professional certificate in relevant field is an added advantage.
• Experienced in a customer-driven environment and working with targets
• Experience with stakeholder and client management
• Experience with planning, delivering and executing marketing campaigns, measurements, and creative strategy
• Strong written and verbal communication skills with good attention to detail
• Must be able to think creatively

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Job Summary

• The Business Development Officer is responsible for the co-ordination and integration of the Group’s business development functions.

Responsibilities

• Coordinate all business development initiatives for the group.
• Accountable for business development across the group, on weekly basis.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Create sales and marketing strategies to generate new clients.
• Prospect and win new accounts for the Group.
• Seek opportunities for subsidiaries in each subsidiary’s business.
• Attend Business Development meetings of all subsidiaries.
• Give advisory support to all business units in the group.
• Coordinates the networking of the Group and business units with prospects, operators and regulators.
• Prepare weekly reports on business development and marketing activities.
• Consult with clients on the Group’s strategic products and services that are suitable for their needs.
• Track revenue generation in order to facilitate the achievement of the Group’s budget.
• Monitor decisions on business development and measure their impact.
• Build a strong and long-term relationship with clients.
• Establish a network of referrals.
• Examine business patterns, evaluate the fiscal statements, and assess potential competitors for clients’ businesses.
• Prepare business plans and suggest suitable business solutions to clients.
• Perform all other functions connected to business activities as may be directed by the management.
• Any other assignment as may be assigned by your supervisor

Requirements

Qualification

• Bachelor’s Degree or its equivalent.

Skills/Knowledge
Attributes
Leadership

• Ability to influence others to do what is to be done.
• Must possess good listening skills.
• Must be fair, goal-oriented, responsible and skilled.
• Must be a good director of affairs both human and material.
• Must be able to evaluate others.
• Must be charismatic

Proactive decision-maker

• Ability to look beyond the obvious/routine.
• Ability to see what others cannot see.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions.
• Ability to proactively measure performance.

Self-starter

• Must be an energetic person with unusual initiative.
• Must be resilient

Sound ethics and integrity.

• Must be discernibly honest and of consistent upright character.
• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code of ethics guiding operations and operators in the industry.

Experience

• Minimum of 5 years experience in a similar role in the financial services industry.

go to method of application »

Job Summary

• The Business Development Officer is responsible for the co-ordination and integration of the Group’s business development functions.

Responsibilities

• Coordinate all business development initiatives for the group.
• Accountable for business development across the group, on weekly basis.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Create sales and marketing strategies to generate new clients.
• Prospect and win new accounts for the Group.
• Seek opportunities for subsidiaries in each subsidiary’s business.
• Attend Business Development meetings of all subsidiaries.
• Give advisory support to all business units in the group.
• Coordinates the networking of the Group and business units with prospects, operators and regulators.
• Prepare weekly reports on business development and marketing activities.
• Consult with clients on the Group’s strategic products and services that are suitable for their needs.
• Track revenue generation in order to facilitate the achievement of the Group’s budget.
• Monitor decisions on business development and measure their impact.
• Build a strong and long-term relationship with clients.
• Establish a network of referrals.
• Examine business patterns, evaluate the fiscal statements, and assess potential competitors for clients’ businesses.
• Prepare business plans and suggest suitable business solutions to clients.
• Perform all other functions connected to business activities as may be directed by the management.
• Any other assignment as may be assigned by your supervisor

Requirements

Qualification

• Bachelor’s Degree or its equivalent.

Skills/Knowledge
Attributes
Leadership

• Ability to influence others to do what is to be done.
• Must possess good listening skills.
• Must be fair, goal-oriented, responsible and skilled.
• Must be a good director of affairs both human and material.
• Must be able to evaluate others.
• Must be charismatic

Proactive decision-maker

• Ability to look beyond the obvious/routine.
• Ability to see what others cannot see.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions.
• Ability to proactively measure performance.

Self-starter

• Must be an energetic person with unusual initiative.
• Must be resilient

Sound ethics and integrity.

• Must be discernibly honest and of consistent upright character.
• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code of ethics guiding operations and operators in the industry.

Experience

• Minimum of 5 years experience in a similar role in the financial services industry.

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Job Summary

• To reduce the "zero down time Providing support for the company's database and operational software Project Manager Managing Vendors' selection and relationships

Responsibilities

TECHNICAL CORE COMPETENCIES

Indicator

• Effective understanding of IP addressing and services like DHCP, DNS, NAT and PAT.
  • Ability to configure a set of systems to communicate TCP/IP
  • Able to configure a set of PCs to connect to the internet using a single Public IP address
  • Understanding of the step-by-step process by which a PC displays webpage from the Internet
• Demonstrate ability to configure Cisco routers to achieve secure connections.
  • Comfortable understanding of Cisco IOS command set
  • Ability to build access control rule set
  • Ability to configure interfaces and create routes
  • Ability to configure and manage IP tunnels on routers
  • Understanding of Vlans
• Ability to implement and administer security on Windows Server 2003
  • Vast understanding of the working of a PC, Servers, printers, and other such IT devices (software and hardware)
  • Prompt resolution
  • Effective documentation
• Stakeholder relationship management
  • Appropriate balance of tact and firmness in approach to user support
  • Good awareness and habits of stakeholders and sound judgment of impact of their demands on organization objectives
  • Ability to prioritise among simultaneous demands

Problem-solving skills

• problem identification
• ability to proffer a range of possible solutions
• ability to implement optimum solutions

Ability to devise unconventional and out-of-the-box ideas to tasks

• Healthy distaste for set ways of doing things
• Flexible outlook to injection of new ideas.
• Proven ability to create something out of nothing

TECHNICAL NONE CORE

Inventory management skills

• IT Stock keeping
• Minimum reorder level management
• Use of automated tools in administering the above

A working understanding of IT processes in the financial service industry

• Knowledge of alternate delivery channels
• Appreciation of IT as a business enabler
• Understanding that IT is a brand enhancement tool

Dexterity with Microsoft Office suite.

• Excel: minimum of data importation (via text, ), and preferably pivot tables. Report generation vis-à-vis graphing.
• Outlook: minimum of outlook configuration to exchange server. Ability to manage calendar, tasks and other such value-adding functions on Outlook
• PowerPoint: Dexterity with Master slides, slide transition and auto rehearsal

Requirements

• Minimum of 5 years post-graduate experience with a minimum of 3 years in a strategic/ similar position in the financial services sector
• A good first degree in any computer science
• Professional qualifications e.g. MBA, PGC, CERTIFICATION will be an added advantage.

go to method of application »

Job Summary

• The Business Development Officer is responsible for the co-ordination and integration of the Group’s business development functions.

Responsibilities

• Coordinate all business development initiatives for the group.
• Accountable for business development across the group, on weekly basis.
• Prepare and deliver presentations/seminars to clients and prospects for business development purposes.
• Create sales and marketing strategies to generate new clients.
• Prospect and win new accounts for the Group.
• Seek opportunities for subsidiaries in each subsidiary’s business.
• Attend Business Development meetings of all subsidiaries.
• Give advisory support to all business units in the group.
• Coordinates the networking of the Group and business units with prospects, operators and regulators.
• Prepare weekly reports on business development and marketing activities.
• Consult with clients on the Group’s strategic products and services that are suitable for their needs.
• Track revenue generation in order to facilitate the achievement of the Group’s budget.
• Monitor decisions on business development and measure their impact.
• Build a strong and long-term relationships with clients.
• Establish a network of referrals.
• Examine business patterns, evaluate the fiscal statements, and assess potential competitors for clients’ businesses.
• Prepare business plans and suggest suitable business solutions to clients.
• Perform all other functions connected to business activities as may be directed by the management.
• Any other assignment as may be assigned by your supervisor

Requirements

Qualification

• Bachelor’s Degree or its equivalent.

Skills/Knowledge
Attributes
Leadership

• Ability to influence others to do what is to be done.
• Must possess good listening skills.
• Must be fair, goal-oriented, responsible and skilled.
• Must be a good director of affairs both human and material.
• Must be able to evaluate others.
• Must be charismatic

Proactive decision-maker

• Ability to look beyond the obvious/routine.
• Ability to see what others cannot see.
• Ability to seek a richer set of alternatives.
• Ability to question assumptions.
• Ability to proactively measure performance.

Self-starter

• Must be an energetic person with unusual initiative.
• Must be resilient

Sound ethics and integrity.

• Must be discernibly honest and of consistent upright character.
• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code of ethics guiding operations and operators in the industry.

Experience

• Minimum of 5 years experience in a similar role in the financial services industry.

go to method of application »

Job Summary

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues, or requests are attended to within the shortest possible time or as stipulated.

Responsibilities

• Attend courteously and professionally to all callers/clients that contact Meristem office(s) and ensure that their inquiries, issues or requests are attended to within the shortest possible time or as stipulated.
• Identify customers’ needs, clarify information, research every issue and provide solutions and/or alternatives.
• Keep records of all conversations and update the CRM database and other databases in a comprehensible way.
• Record and relay to the right persons, all calls and inquiries via telephone, social media or online chat.
• Provide necessary information needed to generate reports on a monthly basis and also a comprehensive report on a quarterly basis in respect of all the clients under management.
• Comply with timelines as detailed under the organization manual.
• Build sustainable relationships and engage current and potential clients.
• Seize opportunities to upsell Meristem products, when they arise.
• Make outbound calls to aid in bonding with clients.
• Where necessary, go out for marketing after due consultation with the Group Business Development Unit Head or HODs.
• Generate Income as earlier agreed in the attached schedules.
• Provide support for all client-related activities.
• Execute any other responsibilities as may be assigned to you by the Managing Director or the HODs

Requirements

Qualification/Education:

• Bachelor’s Degree or it's equivalent.
• A minimum university degree with a minimum grade of 2.2 - professional qualifications will be of high advantage.

Skills/Knowledge

• Communication (Listening and Verbal )
• Negotiation Ability
• Interpersonal
• Leadership
• Integrity
• Team spirit
• IT savvy

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Job Summary

• This vital role is responsible for the review and continuous improvement of the risk management policy, strategy, framework and systems to achieve an integrated and strong risk management program and culture across the organisation.

Responsibilities

• Planning, designing and implementing an overall risk management process for the organisation;
• Risk assessment and evaluation; establishing and quantifying the organisation's 'risk appetite', i.e. the level of risk that we are prepared to accept;
• Risk reporting in an appropriate way for different audiences, for example, to the board of directors so they understand the most significant risks, to business unit heads to ensure they are aware of risks relevant to their parts of the business and to individuals to understand their accountability for individual risks, as well as corporate governance involving external risk reporting to stakeholders;
• Carrying out processes such as purchasing insurance, implementing health and safety measures and making business continuity plans to limit risks and prepare for if things go wrong.
• Conducting audits of policy and compliance to standards, including liaison with internal and external auditors;
• Providing support, education and training to staff to build risk awareness within the organisation.
• Report on the company's Enterprise Risk Exposures, proffer appropriate solution and follow up with the responsible officials.
• Any other functions that may be assigned from time to time.

Requirements

Qualification/Education:

• Bachelor’s Degree or its equivalent.
• A good first degree in Business Administration/Management Science/Social Science related discipline preferably in Accounting, Finance or Economics
• Professional qualification e.g. FRM, will be an added advantage. 

Work Experience:

• At least, 5 years of experience on a similar position in the banking sector/financial services sector

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Job Summary

• To provide compliance and legal services of the highest professional standards and facilitate the transactions of Meristem by giving proactive, business oriented and creative advice.
• Manage legal risk in order to make transactions viable and safe. Protect the integrity and reputation of the company.

Responsibilities

• Enforce implementation of Meristem’s duties as Administrator of CBN-NEMSF in line with its Administration Agreement and Mandate.
• Provision of prompt legal advice as required on the Company’s legal/corporate structure, business, operations, and transactions.
• Preparation, review, vetting and negotiation of the Company’s agreements with third parties and other contract documentation to ensure the protection of the company’s interest and due compliance and conformity with all aspects of applicable Laws.
• Company secretarial work and Governance overview for the company.
• Interpretation of CBN-NEMSF agreements and interface with Legal Advisers.
• Ensuring all NESI SS Ltd departments and stakeholders are delivering on assigned tasks.
• Flag any shortcoming noticed in the delivery of duties.
• Follow-up with discos to ensure they meet up with their reporting obligations.
• Legal documentation including Conditions Precedents and subsequent (CP and CS) of beneficiaries.
• Provide a report on the status of beneficiaries CS after the CS due dates.
• Monitor organization-wide compliance with internal operational procedures.
• Enforce compliance with the risk management framework for the CBN-NEMSF to ensure acceptable risk and adequate mitigants are in place.
• Maintain an up-to-date risk register and continuously review/ address the risks facing the SPV in order to proactively establish appropriate mitigating controls and monitoring mechanisms/ frameworks.
• Ensure prompt reporting of risk positions and provide advice on possible resolution of critical issues.
• Keep abreast of trends/ development taking place in the capital market and power sectors.
• Perform other duties as may be assigned by the supervisor.
• Any other task as may be assigned

Timeline for Deliverables

• Monthly compliance report on deliverables of each NESI SS Ltd department.
• Monthly and quarterly reports on compliance of all beneficiaries to the monthly and quarterly reports that beneficiaries must send to NESI SS Ltd.
• Quarterly update report on the documentation and filing of all CBN-NEMSF documents.
• Review the risk register quarterly and generate a report on its adequacy making recommendations to the management.

Requirements

• Bachelor’s Degree or it's equivalent.
• Experience in related field

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Job Summary

• Analyze, monitor and report on the performance of intervention funds in line with key performance indicators

Responsibilities

Job Duties/Responsibilities:

• Develop key performance indicators to monitor and measure performance of facilities disbursed to loan beneficiaries.
• Implement appropriate performance management framework to track and monitor facility repayment by beneficiaries.
• Implement an appropriate credit measurement, monitoring and reporting process by establishing a system for analyzing loan portfolios and status of individual credits.
• Design and maintain automated performance measurement dashboard to aid performance measurement and reporting.
• Conduct periodic data and information collection required for performance measurement in line with transaction documents.
• Conduct site visitations to loan beneficiaries and deliver a comprehensive report on utilization and compliance.
• In line with approved KPIs, conduct detailed performance analyses based on data received from beneficiaries.
• Ensure accuracy and integrity of all performance measurement reports
• Any other assignment as may be assigned by your supervisor

Requirements

Qualification/Education:

• University degree preferably in business and numerate field
• A professional or advanced degree in business/finance is an advantage
• Relevant experience in financial analysis, investment banking etc.

Work Experience:

• At least 2 year work experience

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Job Summary

• The holder of this role will be responsible for reviewing and assessing a client’s business and financial history to determine their suitability for a credit facility. In addition, the holder will be responsible for monitoring the performance of the credit portfolio and providing timely recommendations relating to overdue or defaulted facilities to management.

Responsibilities

Job Duties/Responsibilities

• Develop relevant credit frameworks, policies, and guidelines.
• Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence.
• Provide recommendations tied to analysis and assessment of credit.
• Present analysis, findings, and recommendations to the credit committee, especially findings that involve a borrower’s ability to repay.
• Develop and prepare spreadsheets and models to support the analysis of new and existing credit applications.
• Maintain the credit exposure of the company within the approved credit risk appetite.
• Reconcile credit files and identify discrepancies and variances.
• Pay visits to clients on behalf of the company whenever necessary.
• Monitor the credit portfolio and evaluate the risk of potential default while recommending recovery solutions.
• Provide daily/weekly/monthly collection/payment schedules to clients and the business unit while ensuring prompt and timely repayments as per schedule.
• Identify and escalate repayment irregularities for further management action.
• Preparation of weekly/monthly portfolio reports for credit review meetings and management decision.
• Conduct post-disbursement spot checks on clients to confirm loan performance and utilization.
• Negotiate terms of repayment or loan restructuring on behalf of the company with defaulters.

Requirements

Qualification/Education

• Bachelor’s Degree in business administration, Finance, Accounting, Economics, or any other numerate discipline.
• A relevant Master’s degree or professional certification will be an advantage.

Work Experience

• Five years of experience in a similar position in the banking/financial services sector.

Skills and Competences

• Impeccable understanding of financial statements, ratios, and concepts.
• Strong attention to detail and ability to notice discrepancies in data.
• Strong presentation and communication skills.
• Excellent negotiation and persuasive skills.
• Strong numeracy and analytical skills.

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Job Summary

• To ensure effective & efficient deal origination, structuring, execution and closure.

Responsibilities

Job Duties/Responsibilities:

• Company and Sector Analysis to create deal flows- deal origination.
• Preparation of proposals to drive deal origination process
• Business analysis/ financial modelling to develop innovative financing options and effective deal structuring
  • Use financial modelling to predict outcomes
  • Negotiating and structuring financial deals
  • Assess and predict financial risks and returns
• Effective liaison with the Research Unit for technical analysis and deal recognition.
• Unsolicited financial advisory: Identify companies and render advisory services to companies based on in-depth knowledge & understanding of industry developments.
• Distribution network: Maintain an effective network of deal takers- PE firms, development banks, private investors, and institutional investors for effective distribution of mandates-originated and structured deals.
• Effective and efficient follow up/ follow through on mandates originated to ensure adequate follow through and profitable/effective deal closure.
• Relationship Management & Customer Service: 
  • Client relationship management: maintain an effective flow of communication with existing and new clients
  • Maintain/ manage an adequate flow of information between client companies and potential investors throughout the deal negotiation stage to ensure the effective closure of ongoing transactions.
  • Ensure clients’ records and transactions are handled with utmost confidentiality before, during and after deal execution.
  • Ensure effective record-keeping of all details relating to transactions handled on behalf of clients for the statutory period or as dictated in the unit’s manual of operations whichever is longer.
• Provide technical support to the business development desk to spot and secure target mandates
  • Contribute to competitive bids, proposals and formal presentations
• Ensure cost efficiency and timeliness in the execution of mandates handled by the unit and provide summary reports on all mandates executed upon completion for review by the unit.
• Ability to handle all aspects of transaction execution including transaction packaging, analysis and preparation of offer memorandum, valuation and pricing, project evaluations, liaison with transaction parties and regulators, etc.
• Networking: Ensure effective networking across the industry value chain to aid effective deal origination, structuring and financing
• Transaction tracking: Ensure adequate tracking of transactions across the industry for effective participation and traction.
• Any other responsibility assigned by the Team Lead

Requirements

QUALIFICATION/EDUCATION:

• Bachelor’s degree or its equivalent
• Relevant Professional Qualifications (such as CFA, ACCS, CIS, AFM, etc.) will be an added advantage

WORK EXPERIENCE:

• 1-2 years experience in a Financial Advisory capacity with hands-on participation/experience in Financial Modelling, Deal packaging, and transaction structuring - (Analyst)
• At least 2-3 years experience in the financial services sector out of which 1-2 years must have been spent in a Capital Markets Advisory capacity - (Senior Analyst)
• At least 4-5 years experience in the financial services sector out of which 3 years must have been spent in a Capital Markets Advisory capacity - (Associate)

SKILLS & COMPETENCIES:

Skills/Knowledge

• Good technical analytical skills
• Strong finance modelling skills
• Good project/business evaluation skills
• Excellent decision-making skills
• Strong negotiation skills
• Excellent initiative & problem-solving skills
• Proactive and highly motivated; able to follow through
• Excellent Team spirit
• Excellent coordination skills
• Strong IT skills- strong proficiency in Excel, PowerPoint and Word
• Strong numeric skills
• Multitasking capabilities

Attributes

Leadership

• Must possess good listening skills
• Must be goal-orientated, responsible and skilled
• Must possess excellent coordinating skills
• Excellent Supervisory Skills
• Ability to teach and impact others

Proactive decision-maker

• Ability to forecast the market
• Ability to pay attention to details
•  Ability to question assumptions
•  Ability to seek a richer set of alternatives
•  Ability to proactively measure performance.

Self-starter

• Must be an energetic person with unusual initiative
• Must be resilient
• Must be proactive and result-oriented
• Ability to work with minimal supervision
• Ability to work within stringent timelines

Sound ethics and integrity.

• Must be discernibly honest and of consistently upright character
• Must be ethical i.e. must follow the ideals and responsibilities of the investment banking industry as set out in the code of ethics guiding operations and operators in the industry.
• Capacity to maintain the confidentiality of sensitive information

go to method of application »

Job Summary

• To generate income in line with the set target of the company 
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
• Develop new sales/marketing strategies to attract new.
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Facilitate conversion of prospects both from cluster presentations and otherwise.
• Manage and develop a good relationship with existing clients and generate a network of referrals
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
•  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree or it's equivalent

 Work Experience:

• 3-6 years experience in Financial services (preferably not in banking)
• Any sales experience (other than financial services) but with a first degree in Economics
• Good Presentation skills
• Proficiency in usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management

go to method of application »

Job Summary

• To generate income in line with the set target of the company 
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
• Develop new sales/marketing strategies to attract new.
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Facilitate conversion of prospects both from cluster presentations and otherwise.
• Manage and develop a good relationship with existing clients and generate a network of referrals
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
•  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree or it's equivalent

 Work Experience:

• 3-6 years experience in Financial services (preferably not in banking)
• Any sales experience (other than financial services) but with a first degree in Economics
• Good Presentation skills
• Proficiency in usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management

go to method of application »

Job Summary

• To generate income in line with the set target of the company 
• To generate new business ideas and devise strategies for acquiring new clients and ensuring repeat business from existing clients.

Responsibilities

• Ensure follow-through on identified business generation strategies to achieve steady conversion of prospects to clients.
• Develop new sales/marketing strategies to attract new.
• Facilitate cluster presentations and develop apposite marketing pitch(es)
• Facilitate conversion of prospects both from cluster presentations and otherwise.
• Manage and develop a good relationship with existing clients and generate a network of referrals
• Generate market intelligence for consistent improvement of new/existing products.
• Generate weekly/monthly reports on the progress of the conversion.
• Demonstrate the desire to gain adequate knowledge of core wealth management services and take practical steps to achieve the same.
• Achieve nil record of client complaint/dissatisfaction and work with the team to provide speedy resolution should any complaint arise.
•  Any other assignment as may be assigned by your supervisor

Requirements

Bachelor’s Degree or it's equivalent

 Work Experience:

• 3-6 years experience in Financial services (preferably not in banking)
• Any sales experience (other than financial services) but with a first degree in Economics
• Good Presentation skills
• Proficiency in usage of Microsoft Office tools
• Leadership skills
• Proactive decision-maker
• Self-starter
• Sound ethics and integrity.
• Flair for business development & strategic thinking
• Flair for Client Experience Management