OLABODE SHAHEYI

SENIOR FINANCIAL ADVISOR

AIICO INSURANCE PLC

03.2009 - Current

Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
Assisted clients with financial planning to meet financial goals.
Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
Mentored junior advisors to enhance team performance and drive overall success within the firm.
Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
Assisted clients during major life events such as retirement planning or college funding preparations.
Managed client portfolios on consistent basis and contacted clients to provide details on investments.
Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
Generated new business leads through extensive networking, referrals, and strategic partnerships.
Increased overall clientele satisfaction rates by resolving issues promptly and ensuring transparent communication throughout transactions.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Recommended specific investments to help clients meet financial goals.
Helped clients make informed decisions about financial future.
Advised clients on investments, retirement and estate planning.