Sales
Augustus Umoette
Financial Services Expert, Customer Relationship Officer, Sales Expert, Business And Data Analyst Enthusiast And SME Banking
4KK Dasilva Street, Lekki Scheme 2, Lagos,Lagos
Summary
Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with BOFAI regulations. Exhibits exceptional analytical skills and to conceptualize proposals and provide viable solutions.
Overview
4
4
years of professional experience
10
10
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Relationship Officer
United Bank for Africa
Lekki Phase 1, Lagos
2018.11 - Current
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Worked several departments in the bank to facilitate communication and deliver personalized solutions to customers.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Maintained and built close relationships with customers through regular contact and visits.
Direct Sales Executive
Diamond Bank Plc
Lekki, Lagos
2018.08 - 2018.10
- Drove team revenue totals by bringing in top sales numbers.
- Conferred with customers to understand needs and make targeted products and services recommendations.
- Built diverse and consistent sales portfolio.
- Built and cultivated long-term quality relationships with over 200 clients by addressing needs and providing superior customer service.
Data Entry Intern/National Service
PGM Nigeria Limited
Abuja, Federal Capital Territory
2017.04 - 2018.05
- Scanned documents and saved in database to keep records of essential organizational information.
- Entered numerical data into databases with speed and accuracy using 10-key pad.
- Compiled monthly budget reports, financial spreadsheets and organizational charts to support business operations and improve office organization.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
Education
Bachelor of Science - Banking And Financial Support Services
Rivers State University of Science And Technology
Rivers State, Nigeria 2012.08 - 2016.08
High School Diploma -
Federal Government College
Rivers State, Nigeria 2004.09 - 2010.09
Skills
Financial planning processes
Customer portfolio management
Fluent in English
Business relationship cultivation
Wealth management offerings
Equity and Fixed Income Markets
Banking
Service support
New business generation
Relationship building and management
Investment and Wealth Planning
Business Development
Sales expertise
Written and verbal communication
Data Analytics
Risk management
Accomplishments
- Resolved product issue through consumer testing.
- Supervised team of 5 staff members.
- Achieved result by completing loan initiation, processing and disbursement with accuracy and efficiency.
Certification
Certificate in banking Operations
Interests
Business Analytics
Data Analytics
Timeline
Relationship Officer
United Bank for Africa
2018.11 - Current
Certificate in banking Operations
2018-11
Direct Sales Executive
Diamond Bank Plc
2018.08 - 2018.10
Data Entry Intern/National Service
PGM Nigeria Limited
2017.04 - 2018.05
Bachelor of Science - Banking And Financial Support Services
Rivers State University of Science And Technology
2012.08 - 2016.08
High School Diploma -
Federal Government College
2004.09 - 2010.09