Investment Officer at Rich-Oak

Rich-Oak is a fast growing investment, micro-lending and cooperative organisation dedicated to providing financial solutions to all classes of Nigerians. We have a vision of making two-third of Nigeria`s population financially free.

We are recruiting to fill the position below:

Job Title: Investment Officer

 Abuja (FCT)
Job Type: Full Time


  • Initiate cold and warm calls to prospective leads; schedule follow-up calls to publicize company products, current promotions and discounts.
  • To bring in investors to make financial investments.
  • 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 contracts ; strengthening established relationships through marketing calls.
  • Achieve agreed upon sales targets and outcomes within the stated time frame.
  • Keep and maintain an 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/ Requirements/Skills

  • Confidence and Perseverance.
  • Bachelor’s degree in Business Administration, Business Management, Marketing, Economics or related field is preferred.
  • Impeccable customer service skills.
  • Excellent relationship management, interpersonal communication skills, both verbal and written.
  • Sales-driven, results-driven, and target-driven attitude.
  • Highly motivated with an aptitude for persuasion and negotiation and consultative sales skills.
  • Exceptional work ethic.
  • Ability to meet and/or exceed monthly and quarterly sales quotas.
  • Proficient use of PowerPoint for client presentation.
  • High energy level, motivated and target driven with a proven track record in sales environment.

Application Closing Date
30th September, 2020.

How to Apply

Interested and qualified candidates should kindly send their CV to: [email protected] using ‘Investment Officer’ as the subject of the mail.

Before you apply, it is very important you learn the following;

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