Lucky Onyeaghor Email and Phone Number

• Assessing client financial situation.• Understanding client's need.• Develop Personalized plan.• Giving clients strategic guidance to make profitable and secure decision.• Oversea the day to day activities of the company.• Assign duties to staffs and ensure they understand expectations.• Give advice on range of financial products.• Monitor the sales and performance of the company

1. Creation of awareness of the bank's products and services.2. Identifying potential prospects and following up to ensure these prospects are converted to becomecustomers of the bank.3. Individual and corporate account opening4. Manage selling of the bank's product in a professional manner.5. Monitor customers query and ensure timely response to all issues.6. Identifying the needs of customers.7. Profiling of customers within focus segments.8. Maintain knowledge on all the bank's products and services.9. Managing of new and existing customers to ensure customers are satisfied with the bank services.10. Participate in tactical sales/marketing activities.11. Collation of reports from other team members.12. Following up with members of the team and ensuring they deliver timely on the set target.13. Carrying out EDD on high risk customers.14. Conducting KYC for prospective and already existing customers when required.15. Assisting customers with fixed deposit, bond and other investment booking.16. Assisting customers with loan processing.17. Getting feedback from customers as regards the bank's products, services, and processes andcommunicating these feedbacks to the appropriate channel for prompt resolution.