Investment Officer Needed Rich-Oak Investment and Business Advisory Limited
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Investment Officer Needed Rich-Oak Investment and Business Advisory Limited

 

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Investment Officer Needed Rich-Oak Investment and Business Advisory Limited

Rich-Oak Investment and Business Advisory Limited is a leading financial company. At Rich-Oak, we envision a Nigeria where 2/3 of the people are financially independent. We work towards achieving this by focusing on four areas: Financial enlightenment, Credit, Investment, and financial inclusion. We value our customers as family and owe them the fiduciary duty of leading them to financial independence.

Investment Officer Needed Rich-Oak Investment and Business Advisory Limited

Investment Officer Needed Rich-Oak Investment and Business Advisory Limited

We are recruiting to fill the position below:

Job Title: Investment Officer

Location: Abuja (FCT)
Employment Type: Full-time

Job Responsibilities

  • Sales of company’s financial products
  • Initiate cold and warm calls to prospective leads; schedule follow-up calls to publicize company products, current promotions and discounts.
  • Identify and exploit business opportunities by extensive research on prospects and their businesses.
  • Collaborative and individual design and recommend tailor-made investment solutions to current and prospective clients based on client need analysis
  • Organize, promote and sell all investment products through locked-in contacts ; strengthening established relationships through marketing calls
  • Achieve agreed upon sales targets and outcomes within stated time frame
  • Keep and maintain accurate log of all scheduled market calls, customer/client engagement status, and customer complaints
  • Prepare and analyze reports on client interest and need analysis, innovative solutions (products), competitive activities, and feasibility market survey to management.
  • Establish and forging sustainable relationships with customers by providing support and guidance role function
  • Research and recommend new industry opportunities and service improvement.
  • Continuous self-development by maintaining professional and technical knowledge and adopting constructive manager feedback
  • Ensuring quality assurance in identifying product improvements and new products in cognizance with industry trends, market activities, and competitors
  • Continuous education on the benefits of savings and investing in the business to prospective and current clients
  • Adhering to the organization standards and benchmarking to state-of-the-art sales or marketing practices
  • Develop and deploy individual and team strategies to bolster sustainable sales.

Qualifications