Kehinde Alade
Customer-focused financial services professional
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About
Customer-focused financial services professional with over 7 years of experience in relationship management, marketing, financial solutions and client engagement across financial services. Experienced in managing corporate client portfolios, promoting pension solutions, mutual funds and other investment products, building strong client relationships, and supporting client retention and business growth. Skilled in understanding client needs, presenting financial solutions, cross-selling investment products and maintaining compliance.
Experience
Sales Executive - SIMS Nigeria Limited
(2026-01 - 2026-02)
- Promoted home appliance and electronics products to dealers and prospective customers to support sales growth.
- Visited assigned dealers and sales outlets to build relationships, identify sales opportunities and follow up on prospects.
- Provided product information and supported dealers with enquiries relating to available products and sales opportunities.
- Monitored market activities and customer feedback and reported dealer visits and follow-up activities to the sales team.
Business Development Executive - Guaranty Trust Pension Managers
(2022-04 - 2022-11)
- Developed and executed strategies to acquire new clients and increase pension enrollment.
- Organized presentations and marketing sessions with HR teams of corporate organizations.
- Built and maintained a pipeline of corporate and SME clients to achieve business targets.
- Monitored onboarding processes to ensure timely compliance with PENCOM regulations.
Relationship Manager - Investment One Pension Managers
(2014-11 - 2022-04)
Managed a portfolio of 120+ corporate clients, ensuring 95% compliance with PENCOM guidelines. Educated clients on Retirement Savings Accounts (RSAs), fund options, and long-term planning. Acted as liaison between clients and internal departments to resolve documentation issues. Resolved client complaints, achieving a 90% satisfaction rate. Organized client retention campaigns and engagement initiatives to drive loyalty. Promoted mutual funds and non-pension investment products.
- Nominated to promote mutual funds and non-pension investment products.
- Educated clients on investment options tailored to their financial goals.
- Successfully cross-sold investment products to RSA clients, boosting portfolio value.
- Collaborated with the investment team to align offerings with client needs and market trend.
Operations Data Analyst - Air Nigeria Airways
(2009-07 - 2013-10)
- Analyzed operational data to enhance flight efficiency and reduce costs.
- Prepared daily performance and fuel consumption reports for management.
- Investigated trends and delays, providing insights to improve on-time performance.
Customer Service Agent - Air Nigeria Airways
(2008-06 - 2009-06)
- Assisted passengers with check-in, boarding, and flight reservations.
- Delivered excellent service across multiple customer touchpoints.
Front Desk Officer - Carat Aluminium Limited
(2007-12 - 2008-05)
- Managed front office operations and visitor interactions.
- Maintained accurate client records and ensured timely communication.
Administrative Officer - Agege Local Government Secretariat
(2004-04 - 2005-12)
- Coordinated schedules, meetings, and documentation.
- Issued bills and receipts for tenement rates and advertising payments.
Education
M.Sc. - Marketing - Ladoke Akintola University (2007 - 2009) Oyo State
HND - Business Administration & Management - Lagos City Polytechnic (2002 - 2003) Ikeja
OND - Marketing - Federal Polytechnic (1997 - 2000) Ado-Ekiti
