Sales Officer

The Sales Officer is responsible for identifying, acquiring, and managing clients to drive growth in Assets Under Management (AUM) for the company. The role involves closing sales from prospective leads, building long-term relationships through personalized customer service, and working closely with internal stakeholders to provide clients with well-informed investment options.

Responsibilities

• Grow the company’s AUM by acquiring new clients and securing fresh inflows from existing ones.
• Schedule and attend meetings with prospective clients, sometimes involving the Portfolio Manager and Research Analyst for macroeconomic insights.
• Maintain ongoing engagement with existing clients, ensuring continued investment growth.
• Serve as the primary contact for clients, addressing concerns and providing guidance on portfolio growth.
• Work with clients to increase their investment holdings and cross-sell other financial products.
• Strengthen relationships with clients by recognizing their special occasions through calls, messages, and corporate gifts.
• Ensure high customer satisfaction levels through excellent service and prompt resolution of issues.
• Meet or exceed monthly and quarterly sales targets for client acquisition and AUM growth.
• Maintain detailed records of client interactions and sales activities for reporting purposes.
• Collaborate with the Sales Team Lead and Business Development Department to refine sales strategies and improve conversion rates.

How to Apply Interested and qualified candidates should send their CV to: kaploafrica@gmail.com