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Management Customer Service

Location:
Lagos, Nigeria
Posted:
October 20, 2016

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TANIMOWO, WOLE YISA

*, ******* *****, ******* ******,

ESTATE BUS-STOP, COLLEGE ROAD, IFAKO-OGBA,

LAGOS STATE.

Telephone: 080********

Email: acw5ml@r.postjobfree.com

Objectives:

To build an impeccable reputation as a purposeful and result-oriented person, attain a leadership role, serve and lead with sound business ethics for the success of the organization where l work. Key Competencies:

Experience in Business Analysis.

In-depth knowledge of investment banking and pensions.

Understand appropriate technologies, tools and optimization techniques and models.

Have experience in doing excellent documentation on business requirements.

Ability to generate strategic ideas.

Self confidence, commitment and analytical mind.

Ability to take initiatives, work in a fast paced environment and can do spirit. Technical Skills:

Familiar with Sybase application for PFA’s and Infoware, Integral and Zenibal application for stockbrokers.

Sound Knowledge of the Stock broking Business, Portfolio Management and Sales.

Extensive Knowledge of computer applications like MS Word, Excel, Power Point and the internet.

Good managerial skill.

Analytical skill, fast and degree of error very low. Education:

MBA Obafemi Awolowo University (OAU), Ile-Ife

2009 - 2011 (Marketing)

BSC Bachelor of Science (HONS) Economics

1999 - 2004 (Second Class Lower)

Lagos State University (LASU), Ojo

WAEC West African School Certificate

1991 - 1996 Howell’s Memorial Grammar School, Bariga Lagos. Professional Qualifications:

ACIIN Association of Chartered Insurance

2016 Institute of Nigeria (Associate Member)

Training / Seminar Attended with Date:

International Financial Reporting Standard (IFRS) Mar’ 2014

(Organized by Richby Management Consultants)

Pension Administration, Investment Management & Jan’ 2014 Benefits Administration

(Organized by Retirement Benefits Advisory)

Pension Funds Management Oct’ 2013

(Organized by IBFCAgusto Training Limited)

Regulatory Compliance for the Nigerian Pension Industry Sept’ 2013

(Organized by Retirement Benefits Advisory)

Developing And Improving Customer Service Skills April’ 2013

(Organized by Deefrat Consult Limited)

Strategic Advice to New Businesses in their Critical Early Years March’ 2010

(Organized by British Council)

Effective Marketing Tips for Surpassing Income Target / August’ 2010 Building Effective Marketing Plan

(Organized by British Council)

Work Experience

Futureview Financial Services Limited July 2014 – Till Date Plot 22, Oju-Olobun Close,

Off Idejo Street,

Victoria Island,

Lagos.

Head, Investor Relations

Responsibilities:

Development of Strategic Marketing Plan.

Development of Operational Marketing Plan.

Business Development.

Investor’s Relationship Management (High Net worth Clients and Institutional Clients).

Market Research.

Competitor Research.

Marketing of various Products & Services of the Company (Futureview) to existing and prospective clients.

Evaluation of Market Trends / Opportunity.

Handling of other functions assigned by the Group Managing Director. Trustfund Pensions Plc Jan. 2013 – June 2014

Plot 820 / 821, Central Business District,

Labour House, P. M. B. 254, Garki,

Abuja.

Deputy Head, Investment

Responsibilities:

Management of Retirement Saving Account (RSA) Portfolio worth of N200,000,000,000

Management of Retiree Account Portfolio worth of N22,000,000,000

Management of Several Legacy Portfolio’s, among which includes NSITF’ S Funds, NNPC, JIGAWA State, IMO State, NIGER Insurance Plc e.t.c

Constant Portfolio Review of securities held in different Portfolio’s

Monitoring of Corporate Actions by Quoted Companies for Dividend Payment of all the stock held under our management.

Preparing Proposers for Management Investment Committee (MIC) on the opportunities available in the Nigeria Capital Market vis-à-vis the quoted stocks on the Nigerian Stock Exchange, initial public offer, private placement, and rights issue.

Periodic Portfolio Review of each Portfolio held under our management in order to take advantage of market opportunities particularly capital gains on equities.

Monitoring of Bonus Status of the holdings in each Portfolio held under our management.

Liaising with Funds Custodian on any Sale and Purchase Mandates on Equities.

Money Market Desk and Fixed Income Desk.

Nigerian Stockbrokers Limited {NSL} Aug. 2012 – Dec. 2012

(Subsidiary of Sterling Bank Plc)

Knight Frank Building 6th Floor

24, Campbell Street, Lagos.

Operations

Responsibilities:

Ensuring compliance with statutory and professional regulations as regards Registrars duties and other Operational duties.

Verification of Share certificates.

Liaising with the CSCS and the Stock Exchange.

Marketing of various Products & Services of the Company.

Relationship Management (Handling of clients).

Nigerian Stockbrokers Limited {NSL} Jan. 2010 – July 2012

(Subsidiary of Sterling Bank Plc)

Knight Frank Building 6th Floor

24, Campbell Street, Lagos.

Team Member, Wealth Management

Responsibilities:

Preparing Deal Sheet for the Dealing Clerk.

Management of Axholme Nominees Portfolio worth of N1,435,000,000.00

Provision of Investment Advice to all clients under Axholme Nominees Limited.

Constant portfolio review of securities held by High Networth Individuals (HNI) under Axholme Nominees Limited.

Monitoring, Collection and Payment into Banks of Dividend (Final, Special and Interim) Warrants declared by Companies, on behalf of clients under Axholme Nominees Limited.

Preparing Valuation Report and reconciling the shareholdings for High Networth Individuals under Axholme Nominees Limited on a quarterly basis.

Advising clients under Axholme Nominees Limited on the opportunities available in initial public offer, private placement, rights issue and public offer.

Visiting Registrars to resolve problems on Clients’ Account.

Periodic portfolio review of each account held under Axholme Nominees Limited in order to take advantage of market opportunities.

Monitoring of Dividend / Bonus Status of the holdings in each account for each client held under Axholme Nominees Limited.

Collection of all Dividend / Bonus shares accrued on the holdings in each client account under Axholme Nominees Limited.

Nigerian Stockbrokers Limited {NSL} June 2010 – Dec. 2010

(Subsidiary of Sterling Bank Plc)

Sterling Bank Plc (Nnewi Building)

1-3, Creek Road, Apapa, Lagos.

Head Branch Co-Ordinator / Business Development

Responsibilities:

Marketing of various Products & Services of the Company (NSL) to existing and prospective clients.

Relationship Management / Client Services (which includes Institutional Investors).

Investment Advisory Officer.

Handling of other functions assigned by the Managing Director and my Line Manager. Nigerian Stockbrokers Limited {NSL} July 2007 - May 2010

(Subsidiary of Sterling Bank Plc)

Knight Frank Building 6th Floor

24, Campbell Street, Lagos.

Client Services

Responsibilities:

Marketing of Products & Services.

Business Development.

Liaison with Registrars in order to solve various customers’ problems.

Relationship Management(Institutional Clients)

Kakawa Asset Management Ltd

Kakawa Discount House Ltd

Consolidated Discount House Ltd

Sterling Bank Plc

Sterling Capital Markets Limited

Associated Discount House

Law Union & Rock Insurance

Sterling Asset Mgt & Trustees Ltd

Unico Pensions

Continental Reinsurance Plc

Aquifer Capital Mgt Ltd

Ess-ay Investment Ltd

Kogi United Company Limited

Euro-Afro Financial Holdings Limited

Manufacturers Association of Nigeria

Nem Insurance Plc

Crusader Sterling Pensions Limited

Crystalife Assurance Limited

Investment Advisory Officer.

Handling Change of client Address at the Registrars and Central Security Clearing System(CSCS)

Handling of clients Complaints.

Verification of Share Certificates(Institutional Clients)

Legal Department of Sterling Bank Plc.

Kakawa Asset Management Ltd.

Kakawa Discount House Ltd.

Sterling Capital Markets Limited

Sterling Asset Management & Trustees Ltd.

Continental Reinsurance Plc.

Aquifer Capital Management Ltd.

Gulf Insurance Brokers Limited Feb. 2007 - June 2007 28, Afolabi Aina Street, Ikeja, Lagos, Nigeria

Client Services

Responsibilities:

Marketing of Specialized Products & Services.

Business Development.

Relationship Management.

Collation of Market Information.

Evaluation of Market Trends / Opportunity.

National Youth Service Corps Feb. 2006 – Jan. 2007 Girls Secondary School/Nnewi South LGA, Ezenifite, Anambra State.

Teaching Economics for Senior Class.

Pre – NYSC July, 2005 – Jan. 2006

Gulf Insurance Brokers Limited

28, Afolabi Aina Street, Ikeja, Lagos, Nigeria

Operations

Responsibilities:

Underwriting all insurance business.

Credit Control.

Allocating business to various Underwriters.

Supervising Subordinate.

Reporting directly to the Managing Director.

Claim Administrations.

Personal Data

Sex: Male

Date of Birth: 30th May, 1978

Marital Status: Married

State of Origin: Ondo State

Nationality: Nigerian



Contact this candidate