Team Leader, Investment Products.

Investing Product Team Leader.

• Act as the main contact for investment clients and ensure their satisfaction.
• Develop, build, and maintain strong, long-term relationships with clients to ensure trust and ongoing business growth.
• Participating in events and networking to strengthen client relationships and attract new.

Sales

• Achieve sales targets (acquisition, revenue, and product usage).
• Identify and pursue new business opportunities.
• Present products, negotiate terms, and close deals.
• Work with internal teams to ensure smooth onboarding and service delivery.

Portfolio Growth

• Increase business with existing clients through cross-selling.
• Promote Company Investment Products 
• Support onboarding of new clients and maintain long-term relationships.

Business Development

• Analyze client data to identify opportunities.
• Monitor client activity and manage risks.
• Keep client records updated.

Reporting

• Track sales performance and report progress.
• Share updates on client activity and market trends.

Policies & Procedures

• Follow and suggest improvements to policies and processes.

Qualifications & Experience

• Bachelor’s degree in Business, Finance, or related field.
• 3–5 years’ experience
• Strong knowledge of Business Banking products.

Skills

• Communication & presentation
• Negotiation& stakeholder management
• Problem-solving
• Sales-driven mindset
• Analytical skills
• Relationship building