
Blessing Bartholomew
Trainee

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About me
Wealth Manager
Education

Kogi State University
2011 - 2015Bachelor of Science - BS Banking and Finance
Experience

Banking School Of Excellence (Access Bank Plc)
Feb 2018 - Feb 2018Trainee
Access Bank Plc
May 2018 - Jan 2019Relationship Manager* Managing relationships and opening of accounts for new and existing SME customers.* Understanding the SME's in Nigeria and seeking ways to providing their financial needs.* Ensuring effective customer engagement to retain and increase market share of customers' businesses.* Reactivation of dormant accounts and partnering with these customers to drive business growth.

GTI Microfinance Bank LTD.
Jan 2019 - Jul 2020Relationship Officer• Signing on new accounts for new and existing customers.• Make outbound collection calls to defaulting customers.• Manage relationship with debtor customers to ensure compliance with repayment agreements.• Recover past due payments from delinquent customers.• Loan origination.

Coronation Insurance Plc.
Jan 2021 - Feb 2023• Initiated engagement and negotiation strategies that reduced policy termination by 50%.• Commenced continuous automated renewal reminders and follow-ups with customers, increasing policy renewals by 30% and boosting our persistency ratios.• Training of new Retention agents and onboarding colleagues• Hold bi-weekly training sessions with Retail Managers and Agents across the country, educating them on the reduction of policy terminations and analyzing surrender trends.• Report Preparation Show less • Manage all outbound conversations of customers seamlessly via phone calls to authenticate customer information, validate customer details, inform customers of outstanding payments, collate customer feedback and update same on the relationship management tool.• Retrieve Policyholder information and transaction history using database tools like WapX and WapX Connect, while maintaining proper customer service etiquette.• Send bulk SMS to individuals and corporate customers using Infobip.• Educate customers about payment processing support policies and procedures. Show less
Team Lead Renewal Unit
Dec 2022 - Feb 2023Renewal Specialist
Aug 2021 - Dec 2022Telesales Agent
Jan 2021 - Aug 2021

AIICO CAPITAL LIMITED
Feb 2023 - Feb 2024Wealth Manager• Achieve growth in Asset under management (AUM) for AIICO Capital Limited via target sales through investment channels.• Identify, Initiate, and convert leads.• Providing tailored investment advisory to clients according to their risk appetite and financial goals.• Manage HNI’S, Institutional and mutual fund clients.• Client Service Management.

Anchoria Asset Management
Apr 2024 - nowWealth Manager
Licenses & Certifications
- View certificate

Introduction to Capital Markets
Corporate Finance InstituteMay 2023 - View certificate

Customer Service: Call Control Strategies
LinkedInSept 2021
Languages
- enEnglish
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