Summary
Overview
Work history
Education
Skills
Certifications, Trainings and Licenses
Voluntary work
Timeline
Generic
OYEWOLA UGOCHI

OYEWOLA UGOCHI

Customer Relations | Sales and Marketing Expert | Business Management and Operations
Lagos

Summary

I am an accomplished professional with a strong background in Customer Service, Sales & Marketing, Investment Advisory, and Business Management. With a proven track record in leadership, training, coaching, and developing teams for improved performance and productivity. Adept at managing employee performance, conducting reviews, and promoting a positive work environment. Experience in handling employee relations and customer escalations effectively. Proficient in presenting KPI performance and action plans to clients, enabling strategic decision-making.

Overview

15
15
years of professional experience

Work history

Investment Officer & Business Manager

Olivermead Investment Ltd
Lagos
01.2022 - Current

Achievements:

• Achieved a 60% increase in the investment portfolio and an 18% improvement in profitability through a proactive sales strategy

and effective oversight of the investment portfolio.

• Successfully secured sustainable finance deals for SMEs committed to Environment, Social, and Governance (ESG) principles.

• Implemented cost-saving measures, reducing departmental expenses by 30% through strategic negotiation of pricing and fees while

maintaining and enhancing service quality.

• Improved client retention by 70% by introducing loyalty programs, feedback and improvement channels.


Tasks:

• Sales, marketing and distribution of products and services.

• Offered valuable insights to enhance Key Performance Indicators (KPIs), leading to improved performance and the successful

attainment of organizational goals.

• Directed, motivated, and upskilled the sales team by organizing training sessions and webinars on sales strategies, business

development, lead generation, networking, and revenue target achievement.

• Managed client onboarding and relations, ensuring a top-notch client experience. Cultivate and maintain strong relationships with

clients, providing them with expert investment advice and personalized solutions.

Investment and Business Operations

UK Dion Group
Lagos
01.2021 - 12.2021

Achievements:

• Led a $400 million, 7-storey building renovation project for the company's headquarters, optimizing costs by 40% through effective

project management.

• Secured 25% (of credit applications) deals for SMEs in the Environment, Social, and Governance (ESG) sector, particularly

promoting and enhancing solar energy utilization in Western Nigeria.

• Established strategic partnerships with key industry players, contributing to a 30% expansion of the company's client base.


Tasks:

• Facilitated communication and collaboration across a large team and various departments, ensuring seamless business operations.

• Developed strategic business plans to establish logistics and real estate subsidiaries.

• Established and managed key partnerships and strategic business relationships by negotiating contracts and successfully resolving

conflicts.

• Contributed to the development of policies and standard operating procedures (SOPs) for efficient planning, implementation, for

the logistics and real estate subsidiaries.

Investment and Business Manager

Unicorn Capital Ltd
Lagos
07.2019 - 01.2021

Achievements

  • Kept operations responsive and agile with proactive troubleshooting and problem-solving of routine and complex concerns
  • Periodically profiled and engaged corporate clients to understand their unique requirements and devise bespoke considerations to rekindle interest in investment options, boosting visibility for the organization.


Tasks:

  • Strengthened business lines with the potential to generate high income for the client and the organization
  • Regularly communicate with clients to update them on investment performance, market insights, and portfolio adjustments
  • Recommend and implement strategies to improve business efficiency, productivity, and profitability
  • Collaborate with stakeholders to define business goals and key performance indicators (KPIs), ensuring alignment with the company's mission and vision
  • Conduct market research and competitive analysis to identify market trends, consumer preferences, and areas for potential growth.

Head, Wealth Management

Kedari Capital Ltd
Lagos
06.2015 - 06.2019

Achievements:

• Conducted thorough analysis of past sales data and team performance, leading to the development of realistic sales goals.

• Implemented highly effective sales strategies throughout the sales cycle, significantly boosting revenue and closing deals.

• Successfully led the sales and distribution team, contributing to increased product and service uptake.


Tasks:

• Executed effective sales strategies at various stages of the sales cycle, ultimately driving revenue growth and achieving sales targets.

• Led the sales and distribution team, promoting product and service offerings to achieve organizational goals.

• Recommend and execute trades and transactions in various financial instruments such as stocks, bonds, and alternative

investments.

• Address client concerns, inquiries, and requests in a timely and professional manner.

Head, Investments and Project

New Prudential Mortgage Bank
Lagos
06.2014 - 05.2015

Achievements:

• Successfully collaborated with the sales and marketing departments, providing comprehensive support for project rollouts while

effectively supervising ongoing projects.

• Identified and capitalized on strategic business opportunities, significantly increasing company revenue and improving profitability.

Facilitated vital business connections between the organization and real estate developers.

• Efficiently allocated and managed funds to contractors for property construction, ensuring optimal resource utilization and

effective project oversight.


Tasks:

• Collaborated closely with sales and marketing departments to support project rollouts and supervise ongoing projects.

• Identified strategic business opportunities and fostered relationships with real estate developers to enhance revenue and

profitability.

• Managed the allocation of funds to contractors, overseeing property construction projects to ensure efficient resource utilization

and project success.

• Address client concerns, inquiries, and requests in a timely and professional manner.

Investment Officer

UT Financial Services Nigeria Ltd
Lagos
05.2013 - 05.2014

Achievements:

• Managed UT’s market borrowing portfolio, increasing its size by an impressive 70%.

• Successfully sourced cost-effective market borrowing funds, strategically investing in high-yield products.

• Effectively oversaw the sales and distribution team, contributing to improved operational efficiency and productivity.


Tasks:

• Managed the market borrowing portfolio, expanding its size by 70% and optimizing investment opportunities.

• Provided valuable oversight to the sales and distribution team, improving operational efficiency and enhancing productivity.

• Collaborate with stakeholders to define business goals and key performance indicators (KPIs), ensuring alignment with the

company's mission and vision.

Marketing/ Sales Executive

Kedari Capital Ltd
Lagos
02.2011 - 04.2013

Achievements:

• Conducted thorough analysis of past sales data and team performance, leading to the development of realistic sales goals.

• Implemented highly effective sales strategies throughout the sales cycle, significantly boosting revenue and closing deals.

• Successfully led the sales and distribution team, contributing to increased product and service uptake.


Tasks:

• Analyzed historical sales data and team performance to develop actionable and realistic sales goals.

• Executed effective sales strategies at various stages of the sales cycle, ultimately driving revenue growth and achieving sales targets.

• Led the sales and distribution team, promoting product and service offerings to achieve organizational goals.

• Recommend and execute trades and transactions in various financial instruments such as stocks, bonds, and alternative

investments.

• Regularly communicate with clients to update them on investment performance, market insights, and portfolio adjustments.

Sales Analyst

BGL Securities Ltd
Lagos
09.2008 - 01.2011

Achievements:

• Applied advanced sales forecasting techniques and strategic planning, validating sales and profitability of products, lines, and

services.

• Gathered, organized, and analyzed data to enhance operational efficiency, resolving discrepancies and modeling information

effectively.


Tasks:

• Applied advanced sales forecasting techniques and strategic planning to verify sales and profitability of products, lines, and services.

• Gathered, organized, and analyzed data to improve operational efficiency and enhance sales team productivity, resolving

discrepancies and modeling information accurately.

• Recommend and execute trades and transactions in various financial

Education

Post Graduate Diploma - Information Engineering

Robert Gordon University
Aberdeen, United Kingdom
09.2005 - 09.2008

Bachelor of Science (BSc) - Maths Computer Science

University of Port Harcourt
Rivers State, Nigeria
10.1997 - 04.2004

Skills

  • Negotiation and deal closing
  • KPI and Metrics Optimization
  • Proven client management
  • Business development
  • Cross-functional communication
  • Strong communication
  • Operations management
  • Customer relationship management
  • Time management and organization
  • Employee relations
  • Team leadership, motivation and team collaboration
  • Performance management
  • Strong analytical, research and proven strategy
  • Goal oriented mindset


Certifications, Trainings and Licenses

  • Scrum Master 1 (Agile) In view
  • Licensed Nigerian Capital Market Operator
  • ESG Professional CESG Pro Associate
  • Business Analysis Fundamentals ECBA, CCBA, CBAP Endorsed
  • Introduction to Business Analysis Using Spreadsheet
  • Fundamentals of Financial Market Training
  • Sales Coaching Program- Psychology of Sales
  • Entry Level Investment Training Programme

Voluntary work


  • University Demonstration Secondary School: Class of 98 Alumni: Head Board of Trustees 2017- 2022
  • University Demonstration Secondary School: Class of 98 Alumni: Chairman Election Committee 2019
  • Joint Medical Lifesavers Foundation (nonprofit organization): Financial Advisor, Mentorship 2012- Date
  • Manuella Missions (nonprofit organization): Mentorship and Leadership 2016- Date
  • Robert Gordon University, Aberdeen, Scotland: Student Representative 2005/2006

Timeline

Investment Officer & Business Manager

Olivermead Investment Ltd
01.2022 - Current

Investment and Business Operations

UK Dion Group
01.2021 - 12.2021

Investment and Business Manager

Unicorn Capital Ltd
07.2019 - 01.2021

Head, Wealth Management

Kedari Capital Ltd
06.2015 - 06.2019

Head, Investments and Project

New Prudential Mortgage Bank
06.2014 - 05.2015

Investment Officer

UT Financial Services Nigeria Ltd
05.2013 - 05.2014

Marketing/ Sales Executive

Kedari Capital Ltd
02.2011 - 04.2013

Sales Analyst

BGL Securities Ltd
09.2008 - 01.2011

Post Graduate Diploma - Information Engineering

Robert Gordon University
09.2005 - 09.2008

Bachelor of Science (BSc) - Maths Computer Science

University of Port Harcourt
10.1997 - 04.2004
OYEWOLA UGOCHICustomer Relations | Sales and Marketing Expert | Business Management and Operations