Fund Mobilization Executive
a Fintech Company - Peridot Forte Solutions Consulting
Job Summary
- We are seeking a proactive and results-driven Fund Mobilization Executive to drive deposit mobilization, build strong client relationships, and support the organization's growth by attracting and retaining individual and corporate investors.
- The Fund Mobilization Executive will be responsible for sourcing and managing investment funds from individuals, corporate organizations, and institutional clients.
- The role involves identifying new business opportunities, building long-term client relationships, promoting the company's investment products, and achieving fund mobilization targets.
Responsibilities
- Drive fund mobilization by acquiring individual, corporate, and institutional investors.
- Identify and develop new business opportunities to increase the company's investment portfolio.
- Build and maintain strong relationships with existing and prospective clients.
- Promote the company's investment and financial products to potential investors.
- Conduct client presentations, meetings, and follow-ups to drive conversions.
- Achieve monthly and quarterly fund mobilization targets.
- Maintain accurate records of client interactions and investment activities using CRM tools.
- Collaborate with internal teams to ensure seamless onboarding and excellent client experience.
- Monitor market trends and competitor activities to identify new opportunities.
- Ensure compliance with regulatory requirements and company policies throughout the investment process.
Requirements
- First Degree in Finance, Business Administration, Economics, Marketing, or a related field.
- 2–4 years' experience in fund mobilization, investment sales, relationship management, business development, or a similar role within the financial services or fintech industry.
- Proven track record of achieving sales or fund mobilization targets.
- Strong knowledge of investment products, financial markets, and wealth management services.
- Excellent communication, negotiation, and relationship management skills.
- Proficiency in Microsoft Office Suite and CRM applications.
- Strong networking, presentation, and business development skills.
- Ability to work independently and thrive in a target-driven environment.
Application Closing Date
10th July, 2026.
Method of Application
Interested and qualified candidates should send their CVs to: View email address on hotnigerianjobs.com using the position as the subject of the email
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Vacancy posted 14 hours ago
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