UCHENNA OKEZUONU
Plymouth,UK
Summary
Adaptable Financial Consultant is skilled in delivering targeted financial restructures in commercial, client-focused settings. Led detailed financial and business analysis to recognize challenges and address opportunities. Achieved high-quality deliverables within agreed time frames for exceptional project progress.
Overview
14
14
years of professional experience
5
5
years of post-secondary education
Work History
Investment Advisor
UT Financial Services Limited
05.2017 - 02.2023
- Prepared and reviewed financial models using financial databases.
- Provided capital expenditure recommendations to boost client sales.
- Maintain an up to date knowledge of investment products
- Follow through on the investment action approved by clients
- Determine the risk tolerance of clients
- Develop personally tailored investment solutions for clients
- Educate clients regarding the range of applicable investment options available to them.
- Maintain a proper documentation of investment action taken on behalf of clients.
- Identified financial outcomes and potential returns to strengthen robustness of financial planning.
- Developed proposals to support business development processes, securing contract wins per year.
- Demonstrated strong interest in financial planning, current affairs and financial markets.
- Acted as first point of contact for clients to deliver outstanding customer experience.
Customer Service Representative
Hayat Kimya Limited
01.2015 - 03.2016
- Answered customer telephone calls promptly and improved on-hold wait times.
- Assisted customers with varying questions using product knowledge and service expertise.
- Handled customer complaints, providing appropriate solutions to guarantee positive outcomes.
- Assisted customers with additional retail services, including alterations, special orders and item loans.
- Maintained customer happiness with forward-thinking strategies focused on addressing needs and resolving concerns.
- Processed inbound customer calls, providing information on service or product upgrades
Health care customer services agent
Maayoit Healthcare Limited
09.2008 - 09.2011
- Assist in online billing and account management , including eligibility verification claim submission and claim status
- work with external service providers to resolve claim issues and create positive customer relationships
- Answer incoming customer inquiries regarding coverage benefits, billing and escalate issues to appropriate personnel.
- Provide hands on customer services including customer transactions, prior authorizations, denial and case inquiries
- Managed over 50 customer calls per day .
- Increased sales by 10%
Education
Bachelor of Science - Economics
Enugu State University of Science And Technology
Enugu Nigeria 09.2009 - 11.2012
High School Diploma - Marketing
Institute of Management And Technology
Enugu Nigeria 07.2005 - 08.2007
Skills
- Financial services regulations
- Investment strategies
- Customer profiling techniques
- Computer proficiency
- Client recruiting and retention
- Problem solving ability
- High levels of empathy
- Willingness to listen
- Ability to think on my feet
- Wealth Management
- Interpersonal Communication
- Risk and management consulting
Languages
English
Advanced
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Investment Advisor
UT Financial Services Limited
05.2017 - 02.2023
Customer Service Representative
Hayat Kimya Limited
01.2015 - 03.2016
Bachelor of Science - Economics
Enugu State University of Science And Technology
09.2009 - 11.2012
Health care customer services agent
Maayoit Healthcare Limited
09.2008 - 09.2011
High School Diploma - Marketing
Institute of Management And Technology
07.2005 - 08.2007
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