OGUNBIYI OLAYEMI TUNBOSUN
Summary
PROFILE SUMMARY A purpose driven relationship manager focused on deepening client relationships by providing superior service, support and always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting corporate and high net-worth individual clients with financial planning processes, investment decisions and assessing financial data by offering dynamic collaboration and decision-making skills. Recognized for achieving giant strides as Team Leader. Solid knowledge of financial sector regulations and compliance matters; adhere to security and compliance procedures against inherent risk. Possess effective work ethic with highly improved operational and performance management I always pursue a dynamic and challenging career that gives room for advancement and makes career progression a function of performance.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
Work History
Sales Representative/Customer service
- Achievements
- FUM:40 million naira
- Client Base:150 Clientele
- Sold five Motor Insurance businesses despite not working with the Insurance subsidiary.
Humanitarian Volunteer
Class Teacher
Saapade Grammar School Remo
- Raise money to buy books for pupils/students who their parents could not afford to buy them books
- Compiled and packaged school supplies for communities
- Planning lesson note, teaching and facilitate students' understanding and application of mathematical concepts.
Team Lead: Financial Advisory and Customer Service Officer
Resource Management Company Limited
06.2014 - Current
Account Executive
Formal & Informal Market
05.2014 - 06.2016
- Explored key market targets for the branch and delivered key solutions to both existing and prospective clients including financial planning for the board of directors of our corporate clients
- Supervised and effectively achieved key account acquisition and managed customers’ corporate and management staff- CEO’s and MD’s accounts within the team’s portfolio
- Developed team’s strategies, work plans and networks to achieve set targets such as risk asset creation and liability generation
- Represents the unit/branch at meetings i.e
- Monthly Profitability Report meetings, Budget sessions
- Supervised and monitored individual team member’s performance to ensure their KPI and assigned target were met as and when due
- Responsible for budgeting, enforcing cost control policies, organizing staff training, staff evaluation and appraisal
- Develops marketing plans, business strategies and operational models channelled at offering superior customer satisfaction
- Ensures strict adherence to sound business ethics and best practices within the branch
- Effectively facilitates new trainees of the organization on “Understanding MPR”
- Daily/weekly monitoring and analysis of financial performance indicators which is a platform to create a more efficient delivery of financial services and products to clients
- Achieve a nil exception customer complaints
- Daily preparation of Call Memo on One Drive
- Achievements
- Managed the Investment Unit with a consolidated FUM size of over N1Billlion
- Involved in various negotiations relating to Investment & redemptions
- Recovered over N100 million redemptions within a month
- Performed oversight functions – managing presentations on financial planning at secondary Schools ,tertiary Institutions, churches & mosque.
Business Development Manager
Royal Exchange Finance & Investment Limited
07.2012 - 05.2014
Marketing Officer
Standard Alliance Plc
01.2011 - 07.2011
Education
HND - Finance
The Polytechnic
01.2006 - 01.2008
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National, Government College Ibadan
01.1999 - 01.2000
Skills
SKILL HIGHLIGHTGood communication and presentation skills Ability to think fast and resolve problemsPossess effective leadership skills, superior analytical skills, team management, result-oriented and interpersonal skillAbility to conduct Investment appraisals, recommendation and ensuring self-risk management complianceSkilled at financial reporting and documentation including performance review to facilitate executive-level decisionsStrong team collaboration skills Works closely with team members to achieve goalsSkilled at time/people management
Accomplishments
- Sales Effectiveness and Customer Experience Management
- (pb2 Global Consult) 2018
- Effective Selling and CRM(Selling Skills Support Services) 2015
- Powerful Presentation and Communication Skills for Improved Productivity (Brilliant Performance Solutions) 2012,
- 1 billion Net Retained Funds Under Management till date
- Clientele Base:2000 (Both HNIs & Institutions.)
- Managed an Employee Savings Scheme of 200 staff since 2017 till date
- Achieved 200% increase in revenue line for the team through fee-based transaction, sales and Cross marketing of products to new and existing clients
- Company Representative on Radio Naija FM 102.7: (NEVER GET BROKE).
Timeline
Team Lead: Financial Advisory and Customer Service Officer
Resource Management Company Limited
06.2014 - Current
Account Executive
Formal & Informal Market
05.2014 - 06.2016
Business Development Manager
Royal Exchange Finance & Investment Limited
07.2012 - 05.2014
Marketing Officer
Standard Alliance Plc
01.2011 - 07.2011
HND - Finance
The Polytechnic
01.2006 - 01.2008
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National, Government College Ibadan
01.1999 - 01.2000
Sales Representative/Customer service
Humanitarian Volunteer
Class Teacher
Saapade Grammar School Remo