DAVID TOLU-ADAMU
LAGOS,Nigeria
Summary
Accomplished professional with a strong focus on sales and results, leveraging expertise in wealth management strategies and proactive client advising. Demonstrates exceptional decision-making, relationship-building, and interpersonal communication skills. Proven track record in portfolio revenue growth, client acquisition, and retention through effective customer service excellence and needs analysis. Adept at managing premium clients and assets with attention to detail and critical-thinking. Career goal includes further enhancing skills in pipeline management and public speaking while contributing to organisational success through training and coaching initiatives.
Experienced Relationship Manager with knack for building and nurturing client relationships that drive business growth. Known for transforming client feedback into actionable strategies, leading to improved satisfaction and loyalty. Proven in facilitating partnerships that result in increased revenue and long-term client retention.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
Providus Bank
Port Harcourt, Nigeria
07.2023 - Current
- Provided expert guidance on financial products and services, enhancing client understanding.
- Delivered excellent customer service and proactively sought innovative ways to enhance service quality.
- Analysed risk across client assets, maintaining investment security.
- Assessed client asset portfolios to maximise return on investment.
- Established strong client relationships by providing exceptional customer service.
- Assessed clients' financial requirements to devise bespoke investment plans.
- Delivered tailored solutions creating positive client experiences.
- Increased client retention, fostered trust and loyalty by resolving complaints efficiently.
- Developed new business opportunities for enhanced revenue generation.
- Supported clients in setting clear financial goals with plans to achieve them.
- Built lasting relationships with key stakeholders through consistent engagement activities.
- Coordinated with cross-functional teams, ensured smooth project execution.
- Led cross-functional teams to implement client projects and initiatives.
- Built effective networks across business areas, fostering relationships based on mutual trust and encouraging collaboration.
- Conducted proactive credit risk assessments and customer due diligence reviews for comprehensive understanding of clients.
- Advised clients on financial strategies and tailored solutions to meet unique needs.
- Drove sales initiatives that resulted in increased market share.
- Maintained up-to-date knowledge of legislation and policy changes.
- Organised team meetings, facilitated effective communication among members.
- Developed marketing campaigns to attract new clients.
- Developed profound understanding of clients' businesses and industries, enriching conversations and achieving fair outcomes.
- Identified and developed new business opportunities, expanding existing client bases.
- Provided training to junior staff enhancing their performance metrics.
- Achieved high customer satisfaction with regular follow-ups and updates.
- Managed long-term customer relationships to increase revenue.
- Prepared engaging presentations to clients, showcasing value propositions and solutions.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Reviewed customer history to recommend appropriate products and services.
Private Banker
Access Bank Plc
Port-Harcourt, Nigeria
09.2017 - 06.2023
- Advised affluent individuals on wealth management strategies whilst considering their unique goals.
- Conducted proactive credit risk assessments and customer due diligence reviews for comprehensive understanding of clients.
- Evaluated financial statements, presenting key findings to stakeholders.
- Established trust with clients through proficient handling of confidential information.
- Renewed contracts promptly to maintain high-value client bases.
- Played a pivotal role in resolving complex customer queries swiftly, ensuring customer satisfaction.
- Secured favourable terms and agreements for clients through effective negotiation.
- Sourced new business through strategic networking to maximise investment opportunities.
- Coordinated with various departments to facilitate seamless transaction processing.
- Advised clients on relevant insurance for maximised investment security.
- Developed profound understanding of clients' businesses and industries, enriching conversations and achieving fair outcomes.
- Fostered long-term relationships with clients, leading to increased loyalty and retention.
- Tailored investment strategies according to individual client needs.
- Maintained solid relationships with existing customers by delivering exceptional service.
- Mitigated risk through diligent compliance with banking regulations and policies.
- Built and carefully managed loyal, profitable client bases.
- Expanded business sustainably by identifying opportunities to grow the portfolio and enhancing client relationships within network.
- Updated clients on new financial products for improved investment possibilities.
- Delivered excellent customer service and proactively sought innovative ways to enhance service quality.
- Enhanced customer satisfaction by providing personalised banking solutions.
- Increased revenue by upselling and recommending products.
- Successfully delivered on tasks within tight deadlines.
- Supported team by demonstrating respect and willingness to help.
- Applied positive customer service approach to increase satisfaction levels.
IT Instructor
Living Fountain International School
Abuja, Nigeria
11.2015 - 10.2016
- Instilled coding proficiency in students through hands-on projects, enhancing IT skills across diverse age groups.
- Implemented behaviour management strategies for optimised learning environment.
- Engaged students with lesson materials by building positive rapport.
- Used varied resources and technologies to maximise student engagement and understanding.
- Conducted standardised assessments to evaluate student needs and skill levels.
- Planned and supervised educational excursions for enhanced student engagement.
- Liaised with parents regarding pupil's progress, ensuring transparency and cooperation,.
- Marked student work thoroughly in line with school policy.
- Used relevant data to monitor progress, set targets and plan subsequent lessons.
- Demonstrated positive attitudes and values for role modelling and inspiring students.
- Performed regular maintenance on classroom computer equipment reducing downtime during lessons,.
- Assessed students' performance through regular tests and assignments ensuring continuous improvement.
- Modified educational courses to account for exam and curricula changes.
- Kept detailed records of student progress and completed reports to parents and carers.
- Encouraged critical thinking in problem-solving tasks, developing independent learners.
IT Officer
Background Check International Ltd
Lagos, Nigeria
05.2015 - 10.2015
- Analysed system and software requirements to meet operational needs.
- Conducted rigorous testing to assure quality of applications before deployment.
- Liaised with service users and business managers to meet computing requirements
- Upgraded obsolete systems in line with the latest technological trends.
- Devised and integrated solutions to manage and improve end user devices.
- Managed technology resources within department budgets.
- Upgraded hardware and software regularly for optimised systems performance.
- Strengthened IT infrastructure with regular system updates and patches.
- Achieved smoother operations by conducting regular maintenance on servers and databases.
- Provided user training to ensure optimal system utilisation.
- Installed new technologies without disrupting workflow.
Education
Bachelor of Science - Computer Science
Babcock University
Ilishan-Remo, Ogun State, Nigeria 08.2011 - 04.2015
Skills
- Decision making
- Relationship-building
- Sales and results-focused
- Emotional intelligence
- Wealth management strategies
- Salesforce
- Interpersonal communication
- Initiative taking
- Portfolio revenue growth
- Critical-thinking
- Proactive client advising
- Stress tolerance
- Savings accounts
- Customer service excellence
- Client needs analysis
- Customer service orientation
- Customer retention strategies
- Personal finance advising
- Premium client management
- Pipeline Management
- Attention to Detail
- Client acquisition
- Asset allocation
- Client Relationship Management
- Public speaking
- Training and coaching
Languages
English
Fluent
Certification
Associate, Chartered Institute of Bankers, Nigeria (ACIB)
Graduate Member, Computer Professionals of Nigeria (GMCPN)
Timeline
Relationship Manager
Providus Bank
07.2023 - Current
Private Banker
Access Bank Plc
09.2017 - 06.2023
IT Instructor
Living Fountain International School
11.2015 - 10.2016
IT Officer
Background Check International Ltd
05.2015 - 10.2015
Bachelor of Science - Computer Science
Babcock University
08.2011 - 04.2015
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