Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

OLUWAROTIMI OSENI

Whitby,Canada

Summary

Experienced Relationship Manager/Financial Consultant adept at financial planning, portfolio management, and client relations. Proven track record of developing comprehensive strategies to achieve short and long-term financial goals. Skilled in analytical thinking, strategic planning, and fostering strong interpersonal relationships. Previous roles resulted in streamlined operations, heightened client satisfaction, and increased revenue growth.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Financial Consultant/Human Resources Executive

Culturepreneur Clusters Limited
Abuja, Nigeria
03.2022 - Current
  • Provides ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques
  • Manages a diverse range of client portfolios, consistently outperforming benchmark indices
  • Prepares detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders
  • Negotiates favourable terms with vendors, reducing costs for the firm and its clientele
  • Educates clients on various financial matters and provides professional recommendations on investment opportunities, products, and services based on each client's needs
  • Directs hiring and onboarding programs for new employees
  • Optimizes payroll processes for increased accuracy and timely compensation delivery to employees
  • Streamlines recruitment processes for increased efficiency and reduced time-to-hire

Relationship Manager, core Staff

GUARANTY TRUST BANK PLC
ABUJA, Nigeria
12.2019 - 07.2024
  • Greeted and assisted customers with banking inquiries and transactions
  • Researched complex customer issues to identify solutions or provide appropriate referrals
  • Performed daily reconciliation of accounts to ensure the accuracy of records
  • Supporting end-to-end credit management process, submitted complete loan documentation, and supported credit originations for credit compliance
  • Developed strong relationships with customers by providing excellent service and advice
  • Generated reports on client's financial status, progress, and other information as needed
  • Identified opportunities to cross-sell additional products and services to existing customers
  • Collaborated with other departments within the organization to resolve customer complaints or issues
  • Conducted regular reviews of credit policies and procedures to ensure compliance with regulations
  • Delivered presentations to key decision-makers and offered financial recommendations
  • Performed a complete audit of each mutual fund to identify the highest possible results
  • Managed a total customer base of over 8,000 with assets and liability of over N8 billion

Account Officer

GUARANTY TRUST BANK PLC
ABUJA, Nigeria
08.2014 - 12.2019
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details, and signing up for new services
  • Planned portfolio solutions after carefully analyzing clients' financial health and future requirements
  • Increased customer satisfaction by over 90% by displaying empathy and proactiveness in requests and issues
  • Helped SME team achieve at least 85% of Revenue target year-on-year
  • With proficiency in MS Office packages and Numeracy skills, I was appointed to prepare and consolidate Team/Divisional financial performance reports weekly, monthly, quarterly, and yearly budgets

Education

ACCA -

Toronto School of Management
11.2025

Bachelor of Science - Physics

Federal University of Abeokuta
Abeokuta, Ogun State
07.2011

Skills

  • Budgeting expertise
  • Credit analysis
  • Investment advice
  • Portfolio Management
  • Business Development
  • Banking
  • Relationship building and management
  • Financial Advising
  • Customer experience
  • Sales and Marketing

Certification

ACCA Diploma in Accounting and Business (RQF Lev: Accounting and Finance), The Association of Chartered Certified Accountants, United Kingdom, 05/2021

Timeline

Financial Consultant/Human Resources Executive

Culturepreneur Clusters Limited
03.2022 - Current

Relationship Manager, core Staff

GUARANTY TRUST BANK PLC
12.2019 - 07.2024

Account Officer

GUARANTY TRUST BANK PLC
08.2014 - 12.2019

ACCA -

Toronto School of Management

Bachelor of Science - Physics

Federal University of Abeokuta

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OLUWAROTIMI OSENI