Okechukwu Chioma Faith
Sydney,NS
Summary
Accomplished Financial Advisor with a proven track record at United Bank for Africa, specializing in small business financial analysis and client relationship management. Expert in leveraging banking software to optimize portfolio management and investment strategies, ensuring maximum client satisfaction and retention. Demonstrated ability to grow assets and foster strong community ties through strategic financial planning and exceptional communication skills.
Overview
6
6
years of professional experience
Work History
Banking Advisor
Sterling bank
Lagos
11.2022 - 08.2023
- Developed strategies to attract new customers while retaining existing ones.
- Oversaw portfolio of small business clients, ensuring retention through exceptional management.
- Built strong connections with multiple Centres of Influence to enhance community presence.
- Consulted actively with clients to deliver strategic financial guidance.
- Partnered with colleagues to create a customer-focused atmosphere, boosting client satisfaction and loyalty.
Banking Advisor
Fidelity bank plc
Lagos
09.2019 - 10.2022
- Facilitated creation of new bank accounts tailored for individuals and businesses.
- Guaranteed customer satisfaction while resolving complaints swiftly.
- Acquired and retained customers.
- Managed sales and facilitated channel activation.
- Cultivated strong relationships with community members to boost the bank's presence.
- Negotiated with product providers to secure optimal terms and conditions for clients.
- Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
- Participated in training sessions to stay up-to-date on changes in banking policies and procedures.
Financial Advisor
United bank for africa
Lagos
07.2017 - 08.2019
- Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Grew assets under management through referrals and new business opportunities.
- Evaluated earnings performance to provide clients with in-depth ratings.
- Provided ethical, objective and holistic financial planning advice to clients.
Education
Post-Baccalaureate Diploma - Business Management
Cape Breton University
Sydney05-2025
Bachelor of Arts - English
Chukwuemeka Odumegwu Ojukwu University
Nigeria06-2017
Skills
Proficient in Small Business Financial Analysis
Client Relationship Management
Strong Verbal and Written Communication
Strong Organizational Skills
Business Adaptability
- Banking software proficiency
- Portfolio management
- Financial planning
- Investment strategies
Phone
7825033058
Timeline
Banking Advisor
Sterling bank
11.2022 - 08.2023
Banking Advisor
Fidelity bank plc
09.2019 - 10.2022
Financial Advisor
United bank for africa
07.2017 - 08.2019
Post-Baccalaureate Diploma - Business Management
Cape Breton University
Bachelor of Arts - English
Chukwuemeka Odumegwu Ojukwu University
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