At Stanbic IBTC Insurance, I advised individual and corporate clients on financial planning, insurance, savings, retirement, and wealth-creation products. I assessed their goals and needs to recommend suitable solutions.
I also generated new business through prospecting, networking, and referrals, and supported clients with applications, documentation, and claims. I conducted client reviews and updated financial plans as their needs changed.
At MCHFXGLOBALCONCEPT, I supported clients and students with trading platforms, financial products, and mentorship programmes. I handled enquiries, helped with onboarding, and set appointments for tutorials and consultations.
Earlier, I supported customers at Olabim Global Resources and Titan Management Limited, addressing order and investment enquiries, resolving complaints, and maintaining CRM records. Across these roles, I worked with clients through phone, email, chat, and WhatsApp.
