Deposit Mobiliser

Covest Financial Services

Accounting, Auditing & Finance

Responsibilities:

• Meeting daily, weekly, and monthly deposit/investment targets.
• Setting sales deposit/investment goals and developing sales strategies.
• Researching prospects and generating leads.
• Presenting the company’s products and services to potential customers, either in person or online.
• Contacting potential and existing customers on the phone, by email, and in person.
• Handling customer questions, inquiries, and complaints.
• Conduct high-level negotiations with others to achieve deposit/investment results and meet our customers’ needs.
• Collaborate with principals on business development.
• Preparing and sending quotes and proposals.
Building and maintaining a CRM database.

Requirements:

• A minimum of OND or equivalent in sales/marketing.
• 1-2 years of proven experience in deposit mobilization, sales, or customer relationship management within the financial services industry
• Expert presentation and interpersonal skills.
• Great business communication (including written and verbal) skills.
• Good carriage, professional appearance, and outlook to work.
• Strong business ethics.