Relationship manager

To work for a world class company, and contribute my expertise to make such a company the only choice.

APRIL 2008-AUGUST 2008 Lloyds TSB Group (Scottish Widows)

Position Client Service Representative

Duties
„X Cancellation of pension scheme as requested by pension holder or death of policy holder.
„X Settlement of benefit from AVC scheme.
„X Setting up of annuities
„X Processing and payment of tax free cash.
„X Generation of relevant letter to IFA, Trustees and Pension holders of course of action taken, with regards to request made.
„X Provision of relevant and required information on all workflows for proper audit trail and documentation processes, in line with Data Protection Act
„X Provision of daily updates on status of Pension cancellation, and where possible, speeds up the process of cancellation through performance of administrative function
„X Liaise with IFA to follow up with Clients for any outstanding documentation such as declaration/Transfer forms, Discharge forms, CA1554 forms and other required information needed by the transferring or receiving scheme

2003 - Present ZENITH BANK PLC

Position Banking Officer (Marketing Unit)

Duties
„X Performing credit analysis and management of relationships for a portfolio of clients, including completion of annual reviews and due diligence for new transactions.
„X Monitoring exposures against agreed credit line, ensuring all deals are completed in compliance with the credit mandates. This includes close involvement with the Letter of Credit, and Treasury functions
„X Reviewing documentation and checking conditions precedent to disbursement of new loan facilities and monitoring financial and non-financial covenant compliance
„X Working with client relationship managers to develop high-value credit proposals for presentation to Credit Committee
„X Manage own portfolio of clients
„X Proactively cross sell and deepen existing client portfolios.
„X Generate revenue by acquiring new customers through referrals and direct sales.
„X Acquire and apply product knowledge to satisfy client financial and investment needs.
„X Act in accordance with internal and external compliance regulations in managing clients effectively and professionally
„X Achievement of individual goals by managing revenues targets for the own portfolio
„X Handling of branch treasury operations.

MBA University of Benin (In View)

12/2000 University of Benin, Benin city, Nigeria
BSc Computer Science (2:2)

12/1997 University of Benin, Benin city, Nigeria
Diploma in Data processing (Merit)

08/08 Project Management
(Prince2 Foundation Qualification, United Kingdom)

07/08 International Certificate In Financial Advice (ICFA)
(Securities & Investment Institute, United Kingdom)

06/08 Certificate in IT in Investment Operations
(Securities & Investment Institute, IAQ Programme