Olutayo O. Email and Phone Number

• Participate in one-on-one meetings by offering market insight and macroeconomic information to clients and prospects which would aid their investment decisions and developing marketing strategies on deposit mobilization for the team• Signing on new high net worth prospects to increase the company’s clientele base• Actively managing existing clients’ funds and total financial portfolio • Proactively maintaining and managing relationships of existing and potential clients, in order… Show more • Participate in one-on-one meetings by offering market insight and macroeconomic information to clients and prospects which would aid their investment decisions and developing marketing strategies on deposit mobilization for the team• Signing on new high net worth prospects to increase the company’s clientele base• Actively managing existing clients’ funds and total financial portfolio • Proactively maintaining and managing relationships of existing and potential clients, in order to facilitate client retention, loyalty and driving business volumes• Presentation and reporting of weekly and monthly reports• Investment presentations with the aim of converting prospects to clients• Monitor and assess the activities of our competitors to proactively satisfy and retain our clients• Provide excellent service to maintain a positive reputation for the business and the company• Resolve any customer complaints promptly and professionally• Grow the business by identifying new sales and business development opportunities• Understand the problems and challenges of clients and identify ways the business could better address those needs• Keeping in touch with customers through personal visits, telephone calls and correspondence. Show less

Work with sales trading and research teams to provide comprehensive client coverage, including fulfilling client requests for market updates and price indicators.Assist in tracking supply and demand by constantly evaluating market developments in order to give clients accurate product information.Daily monitoring of the Nigerian Stock Market and skillfully judge the effect of market factors on equities.Responsible for the Securities, Registrars related issues and… Show more Work with sales trading and research teams to provide comprehensive client coverage, including fulfilling client requests for market updates and price indicators.Assist in tracking supply and demand by constantly evaluating market developments in order to give clients accurate product information.Daily monitoring of the Nigerian Stock Market and skillfully judge the effect of market factors on equities.Responsible for the Securities, Registrars related issues and client's requestSecurities Trading Responsibilities:• Account Opening• Price list upload• Trade log upload• Custodian Trades (follow up on settlement)• Processing of Third Party Brokerage• Inter-member transfer• Processing of client’s proceeds and requests• Trade Variance report• Update of client’s on Business application.• CSCS update on Business application.Certificate Management and Registrar related Responsibilities:• Dematerialization of certificates to settle in client’s CSCS account• Tracking of certificates• Follow up with clients on returned certificates• Revalidation of dividend warrants• Inter-member transfer• Processing of E dividend form, Authority letters etc.Investment Management / Research Responsibilities:• Private Wealth Management/ institutional clients• Updating of all Wealth management/ institutional clients transactions, cash statements.• Market/ Economy research • Processing of treasury bills deals• Processing liquidations or roll overs Show less

Account acquisition and facilitate the Account opening process Explaining credit loan facility options and qualifying criteria to customers.Processing and availing Salary Advance, Max Advance and mortgage loan.Support customers in the completion of credit application information requirements, Accounting opening form, etc.Resolving customers queriesEvaluate customer’s needs and provide advice as required

Vetting and recommendation of application plansSite inspection and interaction with clients.Supervision of Industrial Training (I.T) students