Kayode Elegunde

Kayode Elegunde

Retail Operations Associate

Followers of Kayode Elegunde368 followers
location of Kayode ElegundeLagos State, Nigeria

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  • Timeline

  • About me

    Wealth Manager | Relationship Manager | Client Associate | Portfolio Manager | Investment Advisor | Private Wealth Advisor

  • Education

    • Lagos State University

      2009 - 2014
      Bachelor's degree Industrial Relations and Personnel Management
    • Lagos State University

      2020 - 2022
      Master's degree Business Administration and Management, General
  • Experience

    • Access Bank Plc

      Jul 2016 - Jul 2018
      Retail Operations Associate

      • Leveraged excellent interpersonal and customer service skills to maintain and improve customer relations, resulting in a 95% customer satisfaction rating• Developed and maintained a strong working relationship with existing clients at key levels to optimize the utilization of approved facilities. • Maintained and demonstrated the ability to process transactions quickly and accurately in a face-paced environment by recording 100+ transactions daily, which involved logging checks and preparing transaction reports. • Providing high-quality customer service and leveraging analytic, excellent communication, negotiation and creative problem-solving skills to resolve client issues. Show less

    • Keystone Bank Limited

      Jul 2019 - now
      Team Member (Wealth Management)

      • Providing comprehensive investment and financial guidance to High-Net-Worth Individuals, focusing on deepening the clients’ relationship and retention for the company.• Assisting with onboarding new clients, including setting up accounts, recurring money movements, online access, and maintaining existing customer relationships.• Performing general administrative duties, processing local and foreign exchange transactions, including answering phones, filing, processing mail, scheduling meetings, and supporting the team.• Handling client service requests, including processing name and address changes, account applications, bank authorisations, and answering client questions via telephone, email, and face-to-face.• Collaborating with cross-functional teams in generating customers’ reports, proposals, projections, and analyses for investment recommendations using company-specific software on a weekly, bi-weekly monthly and quarterly basis.Implementing and maintaining complete control aspect in financial analysis of the statement of account, documentation and periodic client visit reports Show less

  • Licenses & Certifications

    • Associate Member

      Institute of Strategic Management, Nigeria ISMN (Official LinkedIn Account)