Olamide Akinola
Investment Operations at Alpha Morgan Capital Managers Limited- Claim this Profile
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Bio
Credentials
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Customer Service Training
Clarionttech ServicesApr, 2021- Nov, 2024
Experience
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Alpha Morgan Capital Managers Limited
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Nigeria
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Financial Services
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1 - 100 Employee
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Investment Operations
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Sep 2020 - Present
• Management of clients’ accounts: Ensuring proper posting and recording of the inflows and outflows from each customer’s accounts daily and give report to the team lead and management every week. • Reconciliations: Ensuring all Clients accounts balances are reconciled on ERP and Microsoft excel and correction of any discrepancies. • Monthly computation of Interest Expense, RM’s deposits and presentation of the trends in the inflows, outflows, and interest rate of the bank. • Effectively ensures strict compliance to regulations, highest level of confidentiality and privacy. • Confirm fund inflows and issued contract letter for clients’ investment. • Acts swiftly on clients’ complaints and operational issues relating to mandate and client data. • Ensure a seamless client onboarding process that increased client experience to 89%. • Draft detailed reports of inflows and outflows of local and foreign transactions to SEC and NFIU. • Prepare weekly, monthly, quarterly, and yearly reports by collecting and analyzing information. • Recommended ideas on improving process flow in the department to ensure a leap in turnaround time. Show less
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Alpha Morgan Capital Managers Limited
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Nigeria
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Financial Services
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1 - 100 Employee
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Administrative and Brand Officer
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Oct 2019 - Jul 2020
• Responded to all inquiries within 30 minutes and found creative solutions to the problem raised. • Kept records and performed other administrative tasks. • Managed operations by supporting the mission, vision, and values of the organization. • Created and managed promotional collateral to establish and maintain product brand. • Creatively managed the budgets for advertising and promotional items by liaising with vendors. • Ensured swift resolution of customer issues to preserve customer loyalty while complying with the organization’s policies. • Maintained customer loyalty with forward-thinking strategies focused on addressing customer needs and resolving customer needs efficiently and promptly. • Analyzed data to identify trends, and flagged issues that could be addressed through program or process improvements. Show less
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Education
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2014 - 2018
Federal University Of Agriculture, Abeokuta
Bachelor of Science - BS, Entrepreneurship/Entrepreneurial Studies
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