Summary
Overview
Work History
Education
Skills
Languages
Timeline
Receptionist

Olukoya Ayanwale

Summary

Enthusiastic financial services professional with a proven track record of effectively working with clients from diverse backgrounds and at all levels. Offers a fresh perspective and unwavering commitment to delivering high-quality results and achieving success. Possesses versatile skills in relationship management, agricultural business, problem-solving, and loan structuring. Recognized for reliability and adaptability, with a swift capacity to learn and apply new skills.

Overview

19
19
years of professional experience

Work History

Financial Advisor (Retail Banking)

CIBC
06.2022 - Current
  • Developed new client relationships through business development activities, leveraging client referrals and lead calls.
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
  • Managed relationships by fully understanding clients' goals, purpose, and business status
  • Created new loans and investment portfolios through leads and client relationship management
  • Utilized credit and investment planning tools to ascertain the optimal portfolio for clients.
  • Leveraged technology to help clients better manage their banking needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Presented financial plans and investment recommendations to clients.

Business Development Manager

Polaris Bank
07.2018 - 03.2022
  • Credit Management: credit initiation, approval, and monitoring
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Managed accounts to retain existing relationships and grow share of business.
  • New business acquisition and development through referrals from existing customers.
  • Identified and handled existing and prospective customers with complex needs
  • Financial statement reviews and analysis
  • Promoted products cross-selling and value-chain management.
  • Increased client base by identifying new business opportunities and cultivating strong relationships with key decision-makers.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.

Relationship Manager - Corporate Banking Group

Skye Bank Plc, Nigeria
- 06.2018
  • Account/Relationship Management: managed key Large Corporate clients, especially in the Steel and Manufacturing, FMCG and Agric sectors.
  • Established collections & payment solutions for corporate clients with a focus on value chain development.
  • Facility structuring and renewals of relevant credit facilities.
  • Financed import/export trading activities (Letters of credit/Bills for Collections).
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Managed loan portfolio covering multiple credit facilities; overdraft, project & object finance, term loan, lease finance, line of credit, and international trade lines.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Scheduled review of the team's credit portfolio to ensure all books are clean and facilities well monitored and managed.
  • Achieved goals for the sale of bank products and services and exceeded performance metrics.
  • Complied with established internal controls and policies.
  • Collaborated with International Trade and Treasury departments to facilitate communication and deliver personalized solutions to customers.

Account Manager - Corporate Banking Group

Skye Bank Plc, Nigeria
01.2006 - 08.2010
  • Financial statement reviews and analysis.
  • Ensured proper documentation and filing of new and existing accounts in the Group.
  • Ensured all terms and pre-conditions for disbursement of approved credit facilities are met before funding.
  • Timely disbursement of various structured credit facilities for Corporate Banking customers.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Maintained smooth and cordial relationships with both internal and external stakeholders.
  • Ensured strict monitoring of customers' credit facilities for regular repayment to ensure timely liquidation of availed loans.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing the potential loss of valuable clients while maintaining positive relationships with all parties involved.

Agric Business Start-up (Part-time)

3-Neetee Farms Ltd, Nigeria
01.2012 - 02.2022
  • Procured a 4-acre land and developed a 10,000-capacity battery cage poultry business.
  • Developed a 5,000-capacity nursery pen facility for day-old chicks and breeders.
  • Drove product development from concept to launch, ensuring alignment with customer needs.
  • Daily production of poultry eggs and planned seasonal production of broilers for meat.
  • Boosted product sales by demonstrating product features and benefits during promotional events.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Streamlined operations to reduce costs and improve overall efficiency.
  • Increased company growth by developing and implementing innovative business strategies.


Education

Certificate in Commercial Credit -

Moody's Analytics
11.2024

Business & Financial Modeling -

Wharton, University of Pennsylvania
04.2024

Canadian Securities Course (MFDA) -

Canadian Securities Institute
02.2022

MBA -

Lagos Business School, Pan-African University
Lagos, Nigeria
12.2011

Bachelor of Science - Electrical/Electronics Engineering

University of Ibadan
Nigeria
02.1998

Skills

    Financial Review and Analysis

    Loan Application and Management

    Financial modelling and valuation

    Problem-Solving

    Relationship building and management

    Financial Advising & Services

    Mutual Funds

    Sales expertise

    Leadership

    Dashboard Development (Tableau)

    Agric Business Development

Languages

English
Full Professional

Timeline

Financial Advisor (Retail Banking)

CIBC
06.2022 - Current

Business Development Manager

Polaris Bank
07.2018 - 03.2022

Agric Business Start-up (Part-time)

3-Neetee Farms Ltd, Nigeria
01.2012 - 02.2022

Account Manager - Corporate Banking Group

Skye Bank Plc, Nigeria
01.2006 - 08.2010

Relationship Manager - Corporate Banking Group

Skye Bank Plc, Nigeria
- 06.2018

Certificate in Commercial Credit -

Moody's Analytics

Business & Financial Modeling -

Wharton, University of Pennsylvania

Canadian Securities Course (MFDA) -

Canadian Securities Institute

MBA -

Lagos Business School, Pan-African University

Bachelor of Science - Electrical/Electronics Engineering

University of Ibadan

Similar Profiles

CREATE PROFILE
Olukoya Ayanwale