Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Opeyemi Odunade

Hull

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Financial planning,investing, debt and credit management, f

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Advisor

CUSTODIAN INVESTMENT PLC.
LAGOS
02.2021 - 08.2022
  • Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.

    ▪Making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.

    ▪Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

    ▪Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs

CREDIT OFFICER

SEEDCAPITAL MICROFINANCE BANK
LAGOS
08.2018 - 01.2021

▪Oversee the development and proper implementation of effective Credit Risk policies and procedures.

▪Ensure the development, modification and testing of models for credit risk measurement.

▪Portfolio monitoring and review, identification of matured and defaulting loans
▪Managing and marketing different financial products, handling money transactions, and providing partnership with clients.

Education

Master of Arts - Business Management

UNIVERSITY OF HULL
HULL
09.2022

Bachelor of Science - ECONOMICS

OBAFEMI AWOLOWO UNIVERSITY
NIGERIA
07.2018

Skills

  • Financial Advisory Services
  • Financial eligibility processes
  • Financial crimes
  • interpersonal skills
  • Financial history assessments
  • Financial document review
  • Financial product knowledge
  • Strategic and financial planning
  • Financial Product Sales
  • Administrative Efficiency
  • Financial leadership
  • Financial advisement

Accomplishments

  • Took responsibility for ensuring the corporate teams management of all programs and divisions.
  • Achieved an average of 87% client satisfaction through effectively helping with relevant product information and signing new customer to the company.

Certification

Certificate course on Anti-Money Laundering and Financial Crimes -Online

Certificate Course on Know Your Customer - Online

Financial Investigator - Online


Timeline

Financial Advisor

CUSTODIAN INVESTMENT PLC.
02.2021 - 08.2022

CREDIT OFFICER

SEEDCAPITAL MICROFINANCE BANK
08.2018 - 01.2021

Master of Arts - Business Management

UNIVERSITY OF HULL

Bachelor of Science - ECONOMICS

OBAFEMI AWOLOWO UNIVERSITY
Opeyemi Odunade