Experience

United Capital Plc

• Nigeria
• Financial Services
• 100 - 200 Employee

• • Jan 2020 - Present

  • Sales of United Capital Plc’s various financial products and meeting set targets of N500 million monthly• Constantly developing pipelines of transactions and prospects and closing out. • Advising and guiding Clients on the best possible financial product to invest in with a view to maximizing returns• Prospecting and on-boarding new Clients in the most seamless and efficient manner while making use of technological tools• Attending to all customer related enquiries/complaints within set TAT• Preparation of weekly and regional sales report for the attention of management.• Updating Clients on market trends and encouraging them to take position so they can maximize returns Show less

• • Mar 2015 - Jan 2020

  • Responsible for the administration and reconciliation of United Capital Plc’s 6 mutual funds positions • Publishing the weekly activity report of all Assets and liabilities transactions • Responsible for the execution of all mandates received from both internal and external Clients efficiently• Responsible for investment advice tracking which entails spooling database of all investments daily and advising clients accordingly• Attending to all customer related enquiries/complaints coming from the operating businesses Show less



Stanbic IBTC

• Nigeria
• Financial Services
• 700 & Above Employee

• RELATIONSHIP/CUSTOMER SERVICE OFFICER

  • May 2007 - Dec 2011

  • Management of all share registration enquiries on behalf of Stanbic IBTC Stockbrokers Ltd Clients  This entailed share certificate dematerialization, confirmation of successfully dematerialized share certificate at the official depository i.e CSCS, updating Clients on corporate actions by quoted companies, ensuring that all entitlements as a result of corporate actions, initial public offering belonging to our clients are received as at when due. • Liaising with stakeholders in the Nigerian Capital Market Industry on behalf of Clients  I ensured that Stanbic IBTC Stockbrokers Ltd had a robust and mutually beneficial relationship with capital market operators such as company Registrars, the CSCS, the NSE etc with a view to having maximum customer satisfaction. • Dividend Management  Ensuring that Clients were up to date in their dividend entitlements and liaising with key stakeholders in the event of any shortfall for prompt and adequate resolution. • Share Certificate Management  Ensuring that Clients were up to date in their share certificate entitlements and liaising with key stakeholders in the event of any shortfall for prompt and adequate resolution. • Reconciliation of Share holders’ accounts at company Registrars  In the event of any shortfall or missing entitlements in the shareholdings of any of our Clients, it was my responsibility to meet with company Registrars to have this issue resolved. • Prospecting for new Clients I was also involved in the prospecting and follow up of new clients on behalf of the bank. This I did by identifying viable clients, scheduling meetings and closing deals where necessary. Achievements • Speedy customer complaints resolutions thereby resulting in increased transactions and revenue • Instrumental in the declaration of Stanbic IBTC Stockbrokers Ltd as a leading stock broking firm in Nigeria • Promoted in February 2009 as a mark of recognition of hard work and diligence. Show less