Job title: Job Openings at Rosabon Financial Services Limited
Company:
Job description: Rosabon Financial Services Limited – Award winning Rosabon Financial Services is a member of the Concept Group. Licensed by the Central Bank of Nigeria, CBN on April 22, 1993 and being a long standing member of the Equipment Leasing Association of Nigeria (ELAN), the organization has evolved into Nigeria’s leading Non-Banking Financial Intermediary and Equipment Leasing firm focused on niche and general markets.We are recruiting to fill the following positions below:1.) Wealth Management Executive (IMTT)Job Locations: Abuja (FCT), Kano, Lagos and Rivers
Employment Type: ContractJob Summary
- As an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealth management business by acquiring new clients and fostering long-term relationships.
- This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.
- They would possess strong negotiation skills to navigate and close deals, ensuring mutually beneficial outcomes for both clients and the company.
- The ideal candidates will always present themselves in a manner that reflects the high standards of our financial services firm.
- This includes maintaining a well-groomed and polished appearance, dressing in business attire that aligns with our corporate image, and exuding a professional demeanor in all client interactions.
- A neat and presentable appearance is crucial in building trust and confidence with our clients.
- While we value charisma and a sales-oriented mindset, we are seeking professionals at a junior and mid-level stage with a drive for sales in a fast paced industry.
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.
Requirements
- Minimum of ND, HND or its equivalent in any field.
- 1-3years of 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.
Method of Application
Interested and qualified candidates should send their Application to: using the Job Position as the subject of the mail.2.) Sales Executive (Salary loan /Wealth Management)Job Locations: Ondo and Oyo
Employment Type: Full-timeScope and Impacts
- The candidate will be tasked with the responsibility of selling various loan products. He/ She will act as liaison between
- customers and our financial institution and will help qualified applicants acquire loans in a timely manner.
Job Summary
- The Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions (loans and investments). He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.
Responsibilities
- Evaluate credit worthiness by processing loan applications and documentation within specified limits
- Interview applicants to determine financial eligibility and feasibility of granting loans
- Determine all applicable ratios and metrics and set up debt payment plans
- Communicate with clients either to request or to provide information
- Justify decisions (approvals/rejections) and report on them
- Complete loan contracts and counsel clients on policies and restrictions
- Update job knowledge on types of loans and other financial services
- Assess customer needs, explore all options and introduce different types of loans
- Review loan agreements to ensure that they are complete and accurate according to policy
- Update account records, Compute payment schedules and transactions on ERP
- Confer with underwriters to aid in resolving loan application problems.
- Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas
- Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process
- Operate in compliance with laws and regulations and adhere to lending compliance guidelines
- Deposit mobilization to meet set targets
Key Performance Indicators
- Meet Set Monthly loan and investment Targets
- Reduced number of Non-Performing loans
- Customer retention rate of minimum 90% across loan and investment products
Requirements
- BSc degree in finance, economics or a related field
- Proven working experience as a Loan Officer
- 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.
Salary
N100,00- – N170,000 per month.Method of Application
Interested and qualified candidates should send their Application to: using the Job Position as the subject of the mail.3.) Telesales ExecutiveJob Location: Yaba, Lagos
Employment Type: Full-timeJob Summary
- The specific objective of the telesales is to sell products and services over digital channels particularly phone, emails, SMS and social media chats.
- This means the ideal candidate must be an excellent communicator and have superior people skills.
- They must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts which lead to converting potential leads into actual transactions.
- The goal is to help the company grow by bringing in customers and developing business.
Duties & Responsibilities
- Converting customer inquiries into sales opportunities, minimum of 50 transactions monthly.
- Providing market research through outbound calling
- Surveying customer satisfaction
- Generating additional transactions outside assigned leads to meet sales targets
- Contacting potential and existing customers to inform them about a product or service using scripts
- Producing reports and making recommendations to the team lead to be used as guidance in decision-making pertaining to the strategy for lead engagement and consummation
- Providing brand recognition by leaving leads with an excellent impression of a company through effective customer relations, empathy and effective communication skills
- Answering questions about products or the company
- Asking questions to understand customer requirements, sending applicable documents and requirements
- Exploring and adopting strategies to contact customers particularly RNR bucket and curate responses and feedback
- Converting difficult leads into customers
- Cutting costs per sales while increasing conversion rates by reducing contact expenses and effectively utilizing conversation minutes per lead
- Generating investment/savings leads to meet sales target in wealth management portfolio
- Any other tasks assigned by your supervisor.
Key Performance Indicators
- Minimum conversion count of 50 transactions monthly.
- Average first contact time of 1hour
- Channel utilization to maximize customer response.
- Successful outreach recorded via calls, email, chats and SMS blasts.
- Customer satisfaction scores or Net Promoter Score (NPS) related to lead engagement.
- Customer retention rate of 60%
- Generation of investment/savings account to meet monthly target.
Qualifications / Requirements
- Bachelor’s Degree / HND or equivalent in any field of study with 2 – 10 years of work experience.
- Experience in contact center or customer service role with ability to make minimum of 100 calls daily
- Proven track record of successfully meeting sales quota
- Previous experience in financial services particularly with a record in fund mobilization.
Salary
N100,000 – N170,000 monthly.Method of Application
Interested and qualified candidates should send their Applications to: using the Job Position as the subject of the email.Note: All our interview stages are virtual.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.
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Expected salary: 170000 per month
Location: Abuja, FCT – Kano, Kano State
Job date: Tue, 22 Apr 2025 05:04:22 GMT