OVIEN GABRIELLA ORESIRI
Wealth Management
Nigeria
Summary
A pragmatic, analytical and dedicated senior strategist in business development and relationship management professional with over 10 years’ cognate experience. Excellent problem-solving skills, communications skills, people’s management, crisis management skills and marketing skills. Passionate about value-oriented service, leadership, team inclusion and innovation.
Overview
13
13
years of professional experience
Work History
Project Planner
Campus Connect: Poise NG
01.2014
- Contributing immensely to the resource management leading to the fulfilment of tasks in the Campus Connect project to 20 Nigerian Universities with a goal to reach 1000 students in each school
- Protocol: House on the Rock, Lagos
- Guest Welfare (The Experience)
- Managing a 20-man team of individuals who volunteer to manage and cater to both local and international guests for the biggest Gospel Music Concert in Nigeria.
Relationship Manager, Wealth Advisor
ARM Investment Managers
01.2022 - Current
- Develop a good understanding of the products and services to suit different client band
- Develop a financial plan and give financial advice to high-net-worth individuals, financial planning, investment management and generating wealth for such clients
- Advise clients and review portfolio based on economic trends in Nigeria and abroad
- Research to enable me advise client according to investment objectives
- Manage relationships with high-net-worth individuals by generating wealth for ARM and client
- Analyze client’s financial earnings and advise on investment instruments suitable for clients to achieve their investment objectives
- Sell new investment instruments to the general public who have an alternate objective than saving funds with the bank
- Leverage on communique sent within the Asset management industry in advising clients for the purchase of commercial papers, bonds, treasury bills and real estate where necessary.
Business Development Manager
Pensions Alliance Limited
03.2015 - 12.2021
- Management & Sales
- Spearhead a team which delivers on set targets for the year, leveraging on growing income for the business within the
- VI/ LEKKI axis generating to register new clients and maintain Market share
- Collaborate with the team initiating campus connects, NYSC engagements and NextU campaigns to create brand awareness and give financial literacy advice
- Develop a retirement plan for clients who have a set idea of what they want to earn at retirement, by increasing additional voluntary contributions
- Provide financial advice to clients outside the statutory contributions required by the pension Act
- Liaise with employers who have not funded their employees’ pension accounts for a period, making use of mail platforms to reach highlighted client prospects
- Directing clients on choices to make between the life annuity and Programmed withdrawal
- (+234) 7034497805 gabi_ovy@yahoo.com
- No 16b, Ogbunike Street, Off Admiralty
- Lekki Phase, Lagos
- Sale of Micro pensions plan to entrepreneurs and individuals to give a higher return advantage on their savings while contributing towards their retirement
- Collaborated with the branding team to create a platform for mutually beneficial relationship between PAL Pensions and Start-ups
- Manage relationships with Large corporates, Small & Middle-scale enterprises and High net-worth Individuals
- Creating a calendar for different organizations to have a forum where new updates within the pensions industry is given, also economic trends and how it affects clients return on investment
- Creating market maps by collecting relevant performance data on key comparable companies to evaluate the competitive landscape for a target company
- Effectively managed over 3000 personal clients and over 300 Employer clients with a team to consecutively meet target values on expected annual contribution of N3.6bn
- Mentored and trained over 20 new recruits on Marketing and business analysis.
Business Development strategy & Brand Analyst
Pensions Alliance Limited
10.2013 - 03.2015
- Utilizing customer information from CRM data and customer research to understand trends and opportunities within and outside the pension industry
- Developed strategic initiatives that enabled the company to reach the elusive youth market using a series of available social media platforms to engage youth in online campaigns before physical visitations were conducted to collect survey data
- Working with Product Marketing to develop and design customer experience via the PAL App
- Leveraging on market/customer research, trends, and competitor analysis to drive revenue, increase yield, improve market share, and enhance customer loyalty
- Assist in developing marketing communications materials such as brochures, flyers, social media and print advertisements
- Developing marketing campaigns by analyzing clients needs and feedback
- Undertaking market analysis/modelling, portfolio metric reporting, and operational support related to the firm/team’s strategy to drive growth
- Developed products from conceptualization to deployment/public launch in ways that delivers value to Pal Pensions customers thus improving our brand outlook
- Monitored data trends to enable efficient planning and carrying out CSR Initiatives in primary and secondary schools on financial literacy, leading to a series of successful outings
- Collaborated in partnerships with choice brands like Etisalat on university tours across Nigeria leading to improved youth impressions breaching the importance to starting retirement plans early building also on brand recognition.
Pension Service Analyst
Pensions Alliance Limited
10.2012 - 09.2013
- Maintained a renewed response to client query via calls and walk-in clients, replying all mails and letters sent to the organization within 24hr and 48hrs respectively
- Handled documentation of Temporary Access to Retirement Savings Account requests via the Sybase Software improving documentation integration time by 75% compared to results from alternative procedures
- Generated of Retiree Standard Notice of Retirement via the Sybase Platform, utilizing spreadsheet programs to analyze data
- Managed operations relating to the E-Files giving the current status of each client’s application to provide a central information database
- Collaborated with other members of the Corporate Social Responsibility team with the aim of creating Financial
- Literacy awareness in line with the policies of the board serving as the basis for future successful project outings.
Real Estate Client Services Representative
Prime Water View
07.2010 - 10.2012
- Handling the resolution of difficulties in the uncompleted estate buildings proficiently and efficiently reducing conflict resolution time engaging conflict resolution techniques
- Provided relevant information to customers on request in a timely fashion using adapted customer response protocol
- Maintained customer’s satisfaction on all jobs done in the apartment pre/post warranty period
- Liaised with the Engineers on site to create reports which aided the resolution of customer enquiries.
Education
Master of Business Administration - Finance
University of Lagos
BSc. - Biology & Genetics
University of Lagos
Skills
Coreundefined
Affiliations
Customer Service Etiquette 2018
Effective Presentation Skills Training 2019
Pension Service Induction Training 2013
AWARDS AND ACHIEVEMENTS
Employee of the Quarter, Business Development 2018
Winner, PAL Sustainability Challenge 2015
Timeline
Relationship Manager, Wealth Advisor
ARM Investment Managers
01.2022 - Current
Business Development Manager
Pensions Alliance Limited
03.2015 - 12.2021
Project Planner
Campus Connect: Poise NG
01.2014
Business Development strategy & Brand Analyst
Pensions Alliance Limited
10.2013 - 03.2015
Pension Service Analyst
Pensions Alliance Limited
10.2012 - 09.2013
Real Estate Client Services Representative
Prime Water View
07.2010 - 10.2012
Master of Business Administration - Finance
University of Lagos
BSc. - Biology & Genetics
University of Lagos
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