ADEYEMI MORUF SALISU
Relationship Manager
Lagos
Summary
Dynamic and results-driven individual with 6+ years’ progressive experience in Pension Industry. Great acumen in business ethics, project management, creativity, time management and operations management. Proven track record of maximizing customer service opportunities. Demonstrated ownership in identifying and capturing opportunities to accelerate expansion and improve profit contributions. Excellent communicator: leverages relationship and great interpersonal skills to communicate effectively with stakeholders and respective teams.
Overview
7
7
years of professional experience
Work History
Relationship Manager
ARM Pensions
02.2018 - Current
- Build and maintain strategic relationships with employers by having a deeply rooted relationship with liaison officers, HR Managers, Union executives and top executives
- Encourage and foster new business ideas and innovations, Business Intelligence functions around existing clients and key industries and aggressively grow the market share in value (FUM) & numbers (RSA PINs)
- Develop a robust understanding of the various employers and their relevant industries, with the aim of providing excellent tailored services unique to them
- Track consistent monthly remittance of pension deductions by employers
- Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g
- Changes in clients’ needs and values, competitor activities, regulatory changes
- Accurately assessing the risk profile, suitability, and appropriateness of clients when marketing Pension products and services by maintaining an accurate and up to date call report, KYC database
- Work with supervisor to arrange formal introductions to Employers that will be assigned by sending letters to clients and arranging appointments
- Developing behavioural analytics metrics and tools to monitor and predict client patterns to aid decision making
- Organize periodic interactive sessions and presentations through physical visit and other communication channels
- Preparation of Financial Plan for clients under management
- Continuous update of skills (marketing, investment management, analytical, relationship management and communication) through self-study, financial journals/magazines, internet, and formal training programmes
- Report weekly to supervisor on updates on achievements/ goals set on the score card
- Any duties or responsibility that may be assigned by the Supervisor
- Continuous monitoring of developments in the macro-economic environment in general and in the financial service sector with a view to taking advantage of the emerging opportunities and minimize the potential threats to our business e.g
- Changes in clients’ needs and values, competitor activities, regulatory changes
- Monthly preparation of refund, state and PENCOM report
- Organize periodic sessions on Unfunded accounts across the business
- Prepare and analyse Unfunded accounts resolution and performance for the Unfunded committee
Contribution Processing Officer
ARM Pensions
11.2015 - 01.2018
- Crediting of client’s pension remittance into Retirement Savings Account
- Processing of discovered pins
- Preparing of daily fund report
- Reviewing unprocessed monies and daily review of exception reports
- Ensuring confidentiality, integrity, and availability of client’s records
- Managing Exception Report (MER)
Education
Master of Science - Actuarial science
University of Lagos
Lagos, Nigeria 06.2019 - 06.2019
Bachelor of Science - Mathematics
Olabisi Onabanjo University
Ago-Iwoye, Ogun State 06.2011 - 06.2011
Skills
Proficiency in Microsoft Office tools
Proficiency in CRM Dynamics Critical Observer and Self SupervisingProficiency in Microsoft Dynamics NAV 2017
Collaboration skillsResearch skillsAbility to come up with result-oriented financial business solutionsCustomer portfolio management
Investment and Wealth Planning
Relationship building and management
Timeline
Master of Science - Actuarial science
University of Lagos
06.2019 - 06.2019
Relationship Manager
ARM Pensions
02.2018 - Current
Contribution Processing Officer
ARM Pensions
11.2015 - 01.2018
Bachelor of Science - Mathematics
Olabisi Onabanjo University
06.2011 - 06.2011