Customer-focused financial services professional
Send a job offer directly to this candidate
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.
Sales Executive - SIMS Nigeria Limited
(2026-01 - 2026-02)
Business Development Executive - Guaranty Trust Pension Managers
(2022-04 - 2022-11)
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.
Operations Data Analyst - Air Nigeria Airways
(2009-07 - 2013-10)
Customer Service Agent - Air Nigeria Airways
(2008-06 - 2009-06)
Front Desk Officer - Carat Aluminium Limited
(2007-12 - 2008-05)
Administrative Officer - Agege Local Government Secretariat
(2004-04 - 2005-12)
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