Financial Advisor

• Jul 2022 - Present

• Reporting to the unit manager, I provide daily reports on sales & marketing. • I proactively engage in building new business relationships, new territories, monitoring sales and competitor activities. • I liase with team members at building winning business strategies and new business opportunity within existing client base.• I ensure to achieve huge volumes of sales and amplifying products visibility coupled with accomplishing branding initiatives for product visibility country wide. • I implemented business plans and forecasts to maximize volume and productivity.• I monitor and evaluate clients to help an organizations and individuals accomplish their visions. • I proactively advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, retirement and asset protection.

Co-Founder and COO

• 2018 - Present

Loan Officer

• Feb 2022 - Jul 2022

•I managed a loan portfolio ensuring quality and steer growth.•I developed a target market database of clients in the Institutions desired industries/sectors through a well defined call objective and a robust calling program that will generate sales and business for the Institution.•I accurately and efficiently process customer mandates/documentation requirements for financial facilities.•I work closely with credit analysts and credit risk to initiate business deal proposals for new facilities and motivate the deal with insightful information regarding business strengths and vulnerabilities.•I provided excellent customer service to both existing and potential customers•I monitor referrals daily to ensure that client facilities are managed within the parameters set by credit risk and exercise discretion regarding account conduct based on a close knowledge and understanding of client activities.•I regularly prepared customer statements, credit information and do general bookkeeping.•I visited customers business to assess how they are performing and identify financial needs to be addressed.•Interacting frequently with clients to analyse needs and assist clients to better understand their financial requirements and offer creative solutions to meet individual needs.•I monitored and controlled the portfolio at risk by ensuring that clients repay their loans in time, calling any clients whose loans are overdue to ensure that they pay.

Financial Services Intern

• Jul 2021 - Dec 2021

• Reporting to the branch manager, i provided market success and failures on a day to day basis.• Assisted with marketing of new loans, Asset loans, group loans etc• Liased with team members in conducting site visits for all clients who needs loans• Proactively ensured credit management through collection of due loans• Maintained and made calls to new clients and managed problems reported.• Evaluated and monitored new market outreach and conducting door to door marketing activities.

Data Entry Clerk

• Jan 2017 - May 2019

• Reporting to the manager,I assisted clients with day to day procedures and maintenance.• Managed maintenance using the service desk, ensure all calls were logged with an understanding of priority and business impact, completing and communicating current status with members of the team for any calls escalations.• Investigated and tackled problems that come in via customer experience• Established policy formulation and Data Analysis for reports• Created and amended the necessary support documentation to ensure known errors and troubleshooting guidance was recorded.