Adeoti Akinyemi, ACIB, MBA

Experience

• 

  Tusen consulting Limited (former Adecco Nigeria)

  Feb 2009 - Aug 2009

  HR Consultant
• 

  Kakawa Discount House

  Aug 2009 - Oct 2015

  Personal Wealth Officer

  Promoted and ensured retention of the customer base through efficient relationship managementEnsured complete account opening documentation and regular updates of customers detailsConducted Due Diligence on accounts and customers’ transactions•Prepared and presented various managerial reports like monthly report, Asset & Liability Committee (ALCO) report, Quarterly Performance Report (QPR).

• 

  FBNQuest

  Nov 2015 - Jun 2018

  Private Wealth Officer

  Promoted and ensured increased customer acquisition, retention, and development through effective relationship management.Made coordinated and effective marketing calls via visits, telephone, and ensuring proper documentation of all marketing calls.Carried out the review and implementation of business / marketing plans for liability generation.Interacted with Treasury, Portfolio Managers, Corporate Investment Banking and other product units (for cross selling purpose) to provide relevant business solutions for client hence ensuring business retention.Strategic management of customer rates to ensure good margins for budgetary rate attainment.Contributed to the review of existing product programs and development of new products to suit the life style of all customers.Conducted on-going analysis of market conditions and customer requirements.Periodic review of the Wealth Management Group’s Operating Manual. Show less

• 

  EDC Nigeria

  Jun 2018 - now

  Wealth Manager

  Developing and ensuring implementation of marketing and sales strategies on reaching out to the general public, client acquisition, development of effective relationship management plans and coordinating sales call activities using the most effective approach.Providing High Networth Individuals (HNIs) and Ultra High Networth Individuals (UHNIs) with Financial Planning solutions.Availing Intitutional clients with robust business solutionsInteracting with Portfolio Managers and other product units (for cross selling purpose) to provide relevant business solutions for clients. Show less