Summary
Overview
Work History
Education
Skills
Websites
References
Timeline
Generic

Osita Chris Udeze

Lagos

Summary

Service-oriented and self driven business analyst skilled at developing new business models, relationships and partnerships, servicing account and boosting profits. Great communicator with excellent time management skills. A Strategic and analytical ability with motivational leadership style and expertise in building new network connections, promoting products and expanding territories.

Overview

10
10
years of professional experience

Work History

Manager - Private Client Service

Stanbic IBTC
Victoria Island
08.2022 - Current
  • Driving and Coordinating 100% excellent service delivery amongst PCS/HNI (Private Client Service/ High net worth individual) clients in the region.
  • Implementation of information technology-based initiatives to increase turn around time and satisfaction amongst PCS/HNI (Private Client Service/ High net worth individual) clients.
  • Visit to new and existing PCS clients within the region, place calls to PCS clients and key contacts in the region.
  • Ensures priority treatment on processing of pension benefit applications and payment.
  • Ensures that all service level agreements are strictly adhered to in all business locations.
  • Assist HNI Clients to resolve e-channels related issues and encourage them to adopt e-channels.

Relationship Manager

Pension Alliance Limited(PAL Pension)
Victoria Island
01.2019 - 07.2022
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Generate new business and referral clients in partnership with financial advisor and branch team.
  • Manage portfolio of 400 high net worth of (HNW) Client in with N50B in total asset.
  • Utilize prospecting techniques to identify potential financial goal.
  • Educate client on available technologies tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Built and maintained relationship with new and existing client while providing high level of expertise.
  • Communicate regularly with clients to understand needs evaluate current product use and cross well new products.
  • Used effective sales strategies to convince clients to accept proposal resulting to in increase of more than N300M in New business per year.

Relationship Manager

ARM Pension
Ikoyi
05.2016 - 12.2018
  • Strategized with sale team to prospect and qualify potential customers within assigned geographical territories.
  • Negotiate and closed long term agreement with new client in assigned territory.
  • Generate new business with marketing initiatives and strategic plan.
  • Research and identified opportunities for account growth account penetration and market expansion.
  • Collaborated with sales and marketing departments to support business objectives and client acquisition.

Education

MBA - Business Administration( Finance)

University of Lagos
Lagos. Nigeria
10-2022

Bachelor of Science - Political Science (2nd Class Upper)

University of Nigeria
Nsukka, Nigeria
08-2014

NIM - Management

Nigeria Institute of Management
Nigeria

Skills

  • Client relationship management
  • Service delivery optimization
  • Data analysis techniques
  • Strategic business development
  • Portfolio management
  • Problem solving
  • Effective communication
  • Team collaboration
  • Sales strategy development
  • E-channel implementation

References

UPON REQUEST

Timeline

Manager - Private Client Service

Stanbic IBTC
08.2022 - Current

Relationship Manager

Pension Alliance Limited(PAL Pension)
01.2019 - 07.2022

Relationship Manager

ARM Pension
05.2016 - 12.2018

MBA - Business Administration( Finance)

University of Lagos

Bachelor of Science - Political Science (2nd Class Upper)

University of Nigeria

NIM - Management

Nigeria Institute of Management
Osita Chris Udeze