Team Lead- Private Trust Services
at FCMB trustees Limited
January 2019 - at Present
• Report to the Managing Director in the performance of her duties as set forth hereinafter. • To discharge necessary responsibilities always with professional competence and integrity and in a manner designed to promote the best interests of FCMB Trustees and that of its subsidiaries and affiliates. • Achievement of Sales Targets • Timely submission of weekly reports - Sales & Variances • Development and Facilitation of Prospects Proposals and Presentation • Conduct marketing presentations on when necessary. • Client Relationship Management • To develop or help in the development of product(s), process or technology solution (otherwise an “innovation”) in connection and digitize the Private Trust process, revamp the Company’s website, e-portal and other technology solutions. • To develop and implement competitive pricing strategies, marketing knowledge, competitor analysis and identify/ develop unique selling strategies in marketing its products and services.
at Kedari capital Limited
May 2016 - May 2017
● New client acquisition, building new relationships and increasing in-depth existing relationships with clients. ● Develop and initiate transactions between Institutional and high net-worth investors. ● Periodic monitoring and Portfolio rebalancing and evaluation of clients’ portfolios. ● Initiate buying and selling of unlisted securities and fixed income products. ● Market and recommend existing company’s products to clients. ● Develop, initiate and manage prospects/meetings with institutional investors and consultants. ● Execute business strategy targeting firms and that position the firm to attract and retain institutional clients. ● Manage clients/prospects needs, requests/mandates from a total account management perspective, by leveraging resources appropriately, collaborating with business partners and accurately articulating the value proposition for the customer.
Unit – Retail Business Unit - Local Institutional Sales Consultant
at CSL STOCKBROKERS LIMITED (FCMB GROUP PLC)
May 2008 - January 2016
● Develop and initiate transactions between Institutional and high net-worth investors in Securities and Fixed Income Products. ● Managing day-to-day project coordination by developing and maintaining relationships with Corporate and individual clients/ managers and other brokers to promote voluntary products for benefit packages: provide proposals, pricing and product information. ● Responsible for new client acquisition, business development, building new relationships and increasing depth in existing relationships with clients and consultant relations.. ● Develop, initiate and manage prospects/meetings with institutional investors and consultants, also attend industry conferences and networking. ● Provide competitive analysis, updates on product strategies, trends in the marketplace, product profiles, client/ prospective profiles, conference presentations, and other related materials to members of the team to assist in the sales process.
SEC Sponsored Individual
2019 - 2019 (1 year) Lagos State
at Lagos State University
2010 - 2012 (2 years) Lagos State
Bachelor of Arts - English
at Ambrose Alli University Ekpoma, Edo State
1996 - 2000 (4 years) Edo
at AUnty Ayo Girls High School, Ikoyi
1991 - 1996 (5 years) Lagos State