Team Lead, Branch Sales at Express Resource Connect

Express Resource Connect was launched in 2020 as a response to developing a home grown business management solution simplified enough to be used by an owner manager of any business or an enterprise with multiple business processes and employees. We offer a comprehensive business management solution, empowering smal, mid-size, and large enterprises to automate, digitise, and seamlessly manage al their business operations in one integrated platform.

We are recruiting to fill the position below:

Job Title: Team Lead, Branch Sales

Location: Lagos

Job Description

• The Team Lead Branch Sales Officer (BSO)is responsible for driving sales and revenue growth by promoting financial products and services within the Company. 
• As a Team Lead, this role involves supervising the sales team, setting targets, monitoring performance, and providing guidance to ensure goals are met. 
• The Team Lead fosters collaboration, motivates staff, and enhances customer satisfaction while contributing to the branch's overall growth and reputation.

Role Responsibilities
Sales and Business Development:

• Lead the branch sales team in achieving individual and collective sales targets across investment products such as equities, fixed income securities, and other brokerage services.
• Engage walk-in clients and prospects, providing tailored investment advisory and promoting Coronation’s full suite of financial products and services.
• Collaborate with the branch manager and other departments (e.g., research) to identify cross selling opportunities and optimize client engagement.
• Track market trends and business opportunities to expand the branch’s client base and revenue streams. Public

Client Relationship Management:

• Build and maintain long-term relationships with clients by offering personalized investment solutions that align with their financial goals and risk appetite.
• Oversee the team’s client management efforts, ensuring consistent and exceptional service delivery that reinforces client trust and loyalty.
• Monitor team performance in managing client portfolios, resolving queries, and ensuring timely execution of trades.
• Support account opening, KYC documentation, and onboarding processes to deliver a seamless client experience.

Market and Product Knowledge:

• Stay abreast of trends in the capital market, including stock performance, economic indicators, and regulatory changes to guide both team and client decisions.
• Provide ongoing training and support to ensure team members have a deep understanding of securities products and market dynamics.
• Encourage proactive use of research reports and market insights to strengthen client advisory and portfolio strategies.

Sales Reporting and Performance Monitoring:

• Review, consolidate, and submit daily, weekly, and monthly sales reports to management with detailed performance analysis and actionable recommendations.
• Evaluate team KPIs against set targets, identify performance gaps, and implement strategic initiatives for improvement.
• Collaborate with compliance and operations teams to ensure accuracy in client reporting and trade documentation.

Compliance and Risk Management:

• Ensure full adherence to regulatory guidelines from the Securities and Exchange Commission (SEC), Nigerian Exchange (NGX), and internal compliance standards.
• Oversee the team’s compliance in all client interactions, product recommendations, and transaction execution.
• Monitor and report potential risks related to trading, client portfolios, or operational processes, while implementing risk mitigation strategies.
• Ensure that all documentation, including trade confirmations and client records, are accurate and submitted within regulatory timelines.

Collaboration and Leadership:

• Foster cross-functional collaboration with research, operations, and compliance teams to ensure smooth execution of sales strategies.
• Conduct regular team meetings and strategy sessions to share best practices, discuss market opportunities, and align on goals.
• Champion a performance-driven culture through coaching, performance appraisals, and continuous development of team members.
• Contribute to the development of branch growth initiatives and represent the sales team in strategic planning sessions.

Job Requirements

• A Bachelor’s Degree in Business, Finance, Economics, or a related field.
• Experience: 10 years of experience in sales or business development within the stock brokerage industry.
• Strong sales and negotiation skills with a proven track record of meeting or exceeding targets.
• Excellent communication and interpersonal skills, with the ability to build relationships with diverse customers.
• Ability to identify customer needs and recommend the most suitable financial products.
• Strong organizational and time management skills, with the ability to manage multiple priorities effectively.
• High level of attention to detail and commitment to maintaining compliance with regulatory standards.
• Adaptability to a fast-paced and evolving financial environment.
• Ethical and professional behaviour always, with a commitment to company values and customer service excellence.

Application Closing Date
31st May, 2025.