Hi, I’m
Osheiza Abdulsalami
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
14
years of professional experience
1
Certification
Work History
ScotiabankWinkler, MB
Financial Advisor
08.2023 - Current
Job overview
- Proactively discover customer needs by listening attentively and understanding their financial goals.
- Educate customers by providing relevant insights and expert advice on financial matters.
- Develop comprehensive plans for customers using a holistic approach to help them achieve their financial objectives.
- Nurture strong and long-standing relationships with clients to foster trust and loyalty.
- Contribute to the growth of the branch business by achieving individual and team sales goals, ensuring a positive customer experience.
HGS CanadaRemote
Customer Service Representative
02.2023 - 07.2023
Job overview
- Engage with customers via inbound calls, addressing inquiries related to billing, payments, existing and new services, promotional offers, and service upgrades/downgrades.
- Employ active listening to identify customer needs, offering troubleshooting assistance, and providing product recommendations based on individual requirements.
- Take a consultative approach to problem-solving, owning and resolving issues for customers experiencing service-related problems.
- Utilize multiple computer systems to research products, services, and common issues, presenting effective solutions to customers.
- Document customer interactions, needs, and outcomes in the appropriate tool or system, with a focus on creating a "WOW" factor through exceptional communication, ownership, and swift service.
Standard Bank GroupNigeria
Business Development Manager
03.2010 - 09.2022
Job overview
- Guide retired clients in accessing benefits promptly and resolve inquiries on monthly contributions.
- Cultivate relationships with High-Net worth clients, providing fast-track service solutions.
- Respond to member pension inquiries, delivering exceptional customer service and tailoring solutions.
- Organize events to deepen client relationships, review pension applications, and collaborate with compliance.
- Process pension payments, improve payment processes, and ensure accurate account reporting and reconciliation.
Education
Usman Danfodio University, NigeriaNigeria
Master of Science from Economics
Usman Danfodio University, NigeriaNigeria
Bachelor of Science from Economics
Skills
- Client Relations//Engagement
- Product Knowledge
- Pipeline Management
- Problem Solving
- Trend analysis expertise
- Mutual funds
- Investment planning
- Retirement needs
- Financial Planning
- Investment Management
- Sales expertise
Languages
English
Full Professional
Arabic
Elementary
Certification
Canadian Investment Fund Course (CIFC)
Mutual Fund Dealers Association (MFDA)- Submitted Application for registration
Registered Financial and Retirement Advisor Course- Ongoing
Making videos
I love to make youtube videos as a hobby
Timeline
Financial Advisor
Scotiabank
08.2023 - Current
Customer Service Representative
HGS Canada
02.2023 - 07.2023
Business Development Manager
Standard Bank Group
03.2010 - 09.2022
Usman Danfodio University, Nigeria
Master of Science from Economics
Usman Danfodio University, Nigeria
Bachelor of Science from Economics