Blessing Bartholomew

Blessing Bartholomew

Trainee

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location of Blessing BartholomewLagos State, Nigeria

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  • Timeline

  • About me

    Wealth Manager

  • Education

    • Kogi State University

      2011 - 2015
      Bachelor of Science - BS Banking and Finance
  • Experience

    • Banking School Of Excellence (Access Bank Plc)

      Feb 2018 - Feb 2018
      Trainee
    • Access Bank Plc

      May 2018 - Jan 2019
      Relationship 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 2020
      Relationship 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 2023
      • Renewal Specialist

        Aug 2021 - Dec 2022
      • Telesales Agent

        Jan 2021 - Aug 2021
    • AIICO CAPITAL LIMITED

      Feb 2023 - Feb 2024
      Wealth 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 - now
      Wealth Manager
  • Licenses & Certifications