Emeka Ogumka
Brandon,MB
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
23
23
years of professional experience
Work History
Customer Service Manager
Ghosen Insurance Broker Limited
05.2008 - 06.2024
- Trained and regularly mentored associates on performance-oriented strategies and customer service techniques.
- Followed through with client requests to resolve problems.
- Resolved over 10 customer complaints per day while prioritizing customer satisfaction and loyalty.
- Controlled resources and utilized assets to achieve qualitative and quantitative targets.
- Created and reviewed invoices to confirm accuracy.
- Took ownership of customer issues and followed problems through to resolution.
- Collaborated with upper management to improve customer service processes and support structures company-wide.
- Kept accurate records to document customer service actions and discussions.
- Generated over 50 customer satisfaction surveys every month to analyze results into action plans.
- Researched and observed emerging markets and market shifts to take advantage of potential leads and new markets.
- Assisted with pricing questions, inventory availability and changes to existing order and shipping information.
Portfolio Manager
Cornerstone Insurance Plc
09.2006 - 05.2008
- Handled all process associated with the development of various classes of investment products, which included, equity and money market instruments to suit client's financial objectives
- Delivered continuous support to the subsidiaries throughout the creation of liability generating products
- Ensured the proper diversification of client's investments portfolios and distribution into various asset classes to reduce the overall risk exposure of the clients also facilitated clients by providing investment advisory services and through preparation and delivery of weekly financial newsletters
- Communicated market developments, portfolio changes and annual performance information to clients.
- Recommended investment strategies to meet client financial objectives.
- Reporting to Management Investment Committee on the level of portfolio compliance.
Investment Analyst
Cornerstone Insurance Plc
03.2004 - 09.2006
- Conducted detailed investment analysis, calculations and reports.
- Reviewed periodic rating of banks and non-bank financial institutions for money market placements
- Established key procedures for teams preparing documentation, models, and presentations.
- Analyzed and Structured investment proposals
- Periodically reviewed the investment portfolio to ensure performance.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Relationship Officer
Cornerstone Insurance Plc
09.2001 - 03.2004
- Conducted quarterly portfolio analysis on 30 clients account and carried out monthly risk level assessments on these portfolios.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Maintained and built close relationships with customers through regular contact and visits.
- Retained and grew portfolio of relationships from 30 clients to 42 clients by performing proactive, mobile and value-adding partnership role.
- Facilitated meetings and discussions between clients, sales and delivery teams.
Education
MBA - Finance
Ladoke Akintola University of Technology
Ogbomosho, Oyo State01.2007
Certificate - Graphics Design
Systematics Computer Technology
Lagos State, Lagos State01.2000
Diploma - Software Application
Datamax Computer Learning Center
Akwa Ibom State, Akwa Ibom State01.1999
HND - Banking / Finance
Federal Polytechnic, Oko
Anambra State, Anambra State01.1998
OND - Banking / Finance
Federal Polytechnic, Oko
Anambra State, Anambra State01.1994
Skills
- Training and mentoring
- Quality Assurance
- Service Delivery Optimization
- Information Security
- Report Preparation
- Administrative Support
- Customer Retention
- Continuous Improvement
- Product Knowledge
- Adherence to high customer service standards
- Team Building and Leadership
- Inter-department collaboration
- Meticulous attention to detail
- Decision-Making
- Budgeting and finance
- MS Office expert
- Excellent time management skills
- Customer-focused
Seminars And Courses
- Leadership and Mentoring Programme for Managers 2021
- Transformational Leadership Programme, Lagos, 2018
- Effective Customer Experience Training , Lagos, 2017
- Anti-Money Laundering Program, NAICOM, 2016
- Effective communication Techniques, Lagos, 2015
- London School of Finance, Euromoney Financial Training, London, 2013
- Portfolio Management Course, West African Capital Market School, Ghana 2006
- Accounting for Non-Accountants, Pedabo Associates, 2003
- Investment Appraisal & Monitoring Technique, Manifold Consult, 2002
- Service Excellence Through Customer Care, Tom Associates, 2001
Languages
English
Full Professional
Timeline
Customer Service Manager
Ghosen Insurance Broker Limited
05.2008 - 06.2024
Portfolio Manager
Cornerstone Insurance Plc
09.2006 - 05.2008
Investment Analyst
Cornerstone Insurance Plc
03.2004 - 09.2006
Relationship Officer
Cornerstone Insurance Plc
09.2001 - 03.2004
MBA - Finance
Ladoke Akintola University of Technology
Certificate - Graphics Design
Systematics Computer Technology
Diploma - Software Application
Datamax Computer Learning Center
HND - Banking / Finance
Federal Polytechnic, Oko
OND - Banking / Finance
Federal Polytechnic, Oko
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