Collins Mosoma

• Acquire High Income individuals to bank with Investec through various methods including : Strategic relationships with Corporates, Universities and Professional bodies.
• Servicing existing clients and retaining them by hosting various client events and spending individual time with clients.
• Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
• Deal Making
• Diversified investment offerings for clients by staying current on market trends, regulations, and new Investec products and services.
• Explore new marketing opportunities and analyzing gaps by competitors.
• successfully meeting monthly budgets and targets.

• Strategic relationships manager responsible for managing
  relationships with Universities, Cooperates to gain access to young, qualified professionals, Students in their Honours year.
• Responsible for New Business development, with target of 110 New Client calls per month and 25 new significant clients.
• Responsible for sales and upselling new products to potential clients (young professionals.
• Act as a Brand Ambassador at all events, partnerships, client meetings and universities,Present the PPS value Preposition to Professionals.
• Tweak Strategies and budgets based on current performance to maximize ROI.
• Present the PPS value Preposition to Professionals.
• Sourcing Leads and leads distribution to brokers and broker consultants
  
  

• .Analyzing company data and financials
  o Developing and implementing business plans
  o Consulting on business structure, design and
  conducting market analysis.

This Course covers knowledge & Skills in: Stock Broking, Investment management, wealth management,financial Planning, Insurance and fiduciary.