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Folashade Usman is listed as Financial Advisory | Investment Representative | Relationship Management | International Trade Practitioner at RBC Direct Investing, a company with 242 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Folashade Usman.
Folashade Usman previously worked as Investment Representative at Rbc Direct Investing and Senior Financial Advisor at Page Financials. Folashade Usman holds Postgraduate Degree, International Business Management from Seneca College.
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Customer relationship and client advisory professional with over $1 Million in sales figures and 5+ years experience in the financial industry.Hello I am Folashade, I connect with people and offer them personal and business solutions to meet their financial needs. Over the years, I have demonstrated excellence in telemarketing, direct sales, prospecting and customer onboarding in selling over 500 million Naira (1$ Million+) in loans, savings and investments to over 2500 customers. As a financial advisor, I utilized persuasive communication and positive disposition, powered by technology in the form of custom built CRMs and data to profile, pitch and convince leads. In terms of relationship management, I have experience managing high ticket transactions and clients, offering bespoke and luxury fit customer relationship management to onboard and retain some of the best performing portfolios my employer ever had. I am always on the search for a new challenge with particular interest in deepening customer experience by offering sales, business development or customer relationship management in the areas of wealth management, banking (fintech or traditional) or insurance sectors. Bringing me into your team or project means you get to work with an exceptional leader who understands the importance of leveraging people's strengths, technology, data and communication in achieving and exceeding long-term business objectives. When not busy, you'll most likely meet me cooking or eating (yes, I am a foodie). We have the world to conquer, so shoot me a message. Let's connect and do great things together.
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A career timeline built from the work history available for this profile.
Greater Toronto Area, Canada
Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.Actively promote the capability and functionality of the RBC Direct Investing website and mobile capabilities, proactively identifying self-service opportunities.
Nigeria
Successfully sold no less than 300 Million Naira in loan figures to over 700 customers. Oversee a team that consistently exceeded monthly targets by an average of 4.5% in both loan volume and client onboarding. Built and sustained valuable business relationships with existing and potential high ticket/value customers. Developed forecasting tools to analyze.
Lagos, Nigeria
Supervised daily operations of the customer service department to ensure quality service delivery. Developed and implemented sales strategies that increase market share & achieve long-term business objectives. Achieved over 88% of monthly sales target.Conducted quarterly market research to analyze patterns and telemarketing performance data to segmentation.
Lagos, Nigeria
Analyzed applicant’s financial status, bank statements, and property evaluations to determine the feasibility of granting loans. Created payment plans and monitored loan repayment following repayment schedule to achieve the lowest loan repayment defaultment rate out of over 300 sales officers. Collaborated with Marketing department to ensure successful.
Lagos, Nigeria
Prepared and delivered effective sales pitches to prospective customers to purchase the company’s products/services directly, over the phone, and at events. Supplied in-depth information of the business offerings to old & new customers to aid in the decision-making process. Developed and maintained cordial business relationships with all prospects.
Norman Williams Street, Lagos, Lagos
Demonstrated product knowledge by informing clients of new products and assisting clients improve their financial standing through financial and debt management strategies. Acted as the first contact to customer’s inquires, questions, and requests via phone calls, and emails. Received and interviewed prospects, ensure proper profiling before attempting to.
Other employees you can reach at rbcdirectinvesting.com. View company contacts for 242 employees →
Tasneem Ayub
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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Simon Ha
Colleague at Rbc Direct Investing
Toronto, Ontario, Canada, Canada
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Zeel Thakkar
Colleague at Rbc Direct Investing
Kitchener, Ontario, Canada, Canada
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Jyoti Singh
Colleague at Rbc Direct Investing
Greater Toronto Area, Canada, Canada
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Alex Salvatore
Colleague at Rbc Direct Investing
Montreal, Quebec, Canada, Canada
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Damilola Daramola
Colleague at Rbc Direct Investing
Canada, Canada
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Doug Deston
Colleague at Rbc Direct Investing
Waubaushene, Ontario, Canada, Canada
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Sonia Rustom, Mba, Ms
Colleague at Rbc Direct Investing
Scarborough, Ontario, Canada, Canada
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Sonya Khatter
Colleague at Rbc Direct Investing
Greater Toronto Area, Canada, Canada
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Yonghan (Hank) Xu
Colleague at Rbc Direct Investing
Greater Toronto Area, Canada, Canada
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Quick answers generated from the profile data available on this page.
Folashade Usman works for RBC Direct Investing.
Folashade Usman is listed as Financial Advisory | Investment Representative | Relationship Management | International Trade Practitioner at RBC Direct Investing.
Folashade Usman is based in Toronto, Ontario, Canada while working with RBC Direct Investing.
Folashade Usman has worked for Rbc Direct Investing and Page Financials.
Folashade Usman's colleagues at RBC Direct Investing include Tasneem Ayub, Simon Ha, Zeel Thakkar, Jyoti Singh, and Alex Salvatore.
You can use AeroLeads to view verified contact signals for Folashade Usman at RBC Direct Investing, including work email, phone, and LinkedIn data when available.
Folashade Usman holds Postgraduate Degree, International Business Management from Seneca College.
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