Jobs at Rosabon Financial Services - Apply Now

Funds Mobilization Officer (Investment)

Job Scope

The Fund Mobilization officer (IMTT) proactively sources for fund placements from individuals and corporate organizations using both the company’s offline and online channel in attracting customers to invest in the fund placement products.
The officer is responsible for deepening investor’s relationships, exploring funding opportunities, and educating the customers on the numerous opportunities to grow their wealth by investing in the company’s wealth creation products within the provisions of the regulatory guidelines and organizational policies.
This role is highly competitive and adequately incentivized with commission and productivity bonus in addition to a base salary.

Job Description

Market and Sell the company’s fund investment products to individuals: Promote and sell fund placement products to individual and corporate bodies
Promote digital channels adoption: They interact with existing and potential customers on using the company’s Wealth Creation
Investment App Customer Engagement: Build relationship with customers , understand the financial needs and guide them on using the Wealth Management App
Product knowledge : Stay up to-date on company treasury products and services to effectively communicate their value to the customers
Customer Education: Educate customers on the benefits of the fund placements products, and guide them on how to utilize the company’s products and service their wealth maximization.

Performance Metrics

Sales targets: Meet or exceed sales targets for treasury products.
Customer acquisition: Acquire new customers and grow the customer base.
Customer satisfaction: Ensure high customer satisfaction ratings through effective service delivery.
Digital channel adoption: Increase adoption rates of the company’s digital channels, particularly the WealthManagementapp.

Requirements

go to method of application »

Scope and Impact

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.

Duties and 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
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.
Update job knowledge on types of loans and other financial services
Assess customer needs, explore all options and introduce different types of loans
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

Requirements

Candidates should possess a B.Sc 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.