Relationship Manager

Client Acquisition & Investment Mobilization

Are you a relationship-driven professional with strong sales skills and experience in financial services or investment mobilization?

We are looking for a Relationship Manager to build and maintain strong client relationships, acquire new investors, mobilise funds, and drive business growth through effective client engagement and investment solutions.

Key Responsibilities

• Source and mobilize investment funds from retail clients, high-net-worth individuals, professionals, business owners, and other prospective investors.

• Drive the acquisition of new clients and grow the company’s Assets Under Management (AUM).

• Develop and implement effective sales strategies to achieve assigned monthly investment mobilization targets.

• Maintain an active pipeline of prospective clients and consistently convert leads into funded investment accounts.

• Build and maintain strong relationships with existing and prospective clients.

• Identify new business opportunities through referrals, networking, direct marketing, market intelligence, events, and strategic relationships.

• Explain the company’s investment products and solutions to prospective and existing clients in a clear and professional manner.

• Understand clients’ financial objectives and risk profiles and appropriately present suitable investment solutions.

• Conduct regular follow-ups with clients to encourage additional investments, renewals, and portfolio growth.

• Monitor client portfolios and provide periodic investment updates and relevant information.

• Maintain accurate records of sales activities, prospects, client engagements, and funds mobilized.

• Achieve and exceed assigned monthly and quarterly sales and AUM targets.

• Provide excellent customer service and promptly address client enquiries, requests, and complaints.

• Collaborate with the investment, operations, and customer service teams to ensure seamless client onboarding and service delivery.

Ideal Candidate Profile

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, Banking, Marketing, or a related discipline.

• Minimum of 2–5 years’ experience in retail sales, wealth management, asset management, financial services, or deposit mobilization.

• Demonstrable experience in investment or deposit mobilization is strongly preferred.

• Ability to mobilize a minimum of ₦40 million in fixed deposits monthly.

• Proven ability to consistently generate new business and convert prospects into funded investment accounts.

• Strong personal and professional network capable of supporting investment mobilization.

Skills & Competencies

• Excellent communication, negotiation, relationship management, and sales skills.

• Strong understanding of investment products and financial markets.

• High level of integrity, professionalism, accountability, and commitment to ethical standards.

• Ability to work independently and in a target-driven environment.

• Willingness to work in a hybrid Lagos-based environment, with some remote work.

About Urehgab

Urehgab is more than a recruitment agency, we are a growth partner for innovative teams across Africa. We specialize in building high-performing sales, marketing, and operations teams for industries like tech, manufacturing, hospitality, education, and financial services. From executive search to strategic hiring campaigns, we help our clients hire smart and grow fast.