Overview
Work History
Education
Skills
References
Timeline
Generic

Ihuoma Okereke

Overview

7
7
years of professional experience

Work History

Wealth Manager

Renmoney MFB
05.2022 - Current
  • Built and maintained a strong network of high-net-worth clients and prospects.
  • Managed diverse investment portfolios and provided tailored financial advice.
  • Monitored market trends to enhance fund management decisions.
  • Presented investment opportunities and analyses during in-house and client meetings.
  • Mobilized funds from HNIs, retail, and corporate clients, significantly boosting capital flow.
  • Provided financial advisory services to clients on investment products.

Relationship Manager

Invest Trust Ltd
04.2021 - 04.2022
  • Spearheaded customer acquisition strategies, contributing to a 350% increase in balance sheet growth.
  • Managed a comprehensive database of client relationships and prospects.
  • Assessed customer needs and delivered tailored products and services.
  • Monitored and managed credit portfolios, ensuring adherence to credit risk procedures.
  • Initiated recovery actions for non-performing accounts, resolving customer issues swiftly.

Relationship Manager

Core Capital Ltd
08.2020 - 05.2021
  • Led cash and treasury management sales strategies, resulting in increased market penetration and revenue.
  • Sourced funds for operational needs at competitive rates and optimized fund portfolios for profitability.
  • Provided financial advice and managed fund arrangements for the company.

Business Development Executive

Hallmark Capital Ltd
09.2017 - 09.2019
  • Marketed investment products to a broad range of customers.
  • Managed client accounts and prepared daily activity reports.
  • Sourced funds to meet the company's portfolio needs and maximized market penetration.

Retail Sales Agent

Fidelity Bank PLC
09.2017 - 09.2019
  • Marketed the bank's products and maintained customer relationships.
  • Sourced funds for the company's operational portfolio, contributing to revenue growth.

Marketing Officer

Allco Insurance Company
06.2017 - 09.2017
  • Marketed insurance products and educated customers on their importance.
  • Contributed to market penetration and revenue growth.

Education

Higher National Diploma (HND) - Marketing

Federal Polytechnic, Nekede,
Imo State

Ordinary National Diploma (OND) - Marketing

Institute of Management And Technology
Enugu

Skills

Experienced Relationship Manager with over 5 years of expertise in managing corporate and individual clients, driving business growth, and managing balance sheets of over ₦1 Billion Proven track record in financial advisory, portfolio management, and market expansion strategies, resulting in significant increases in profitability and client acquisition

References

References available upon request.

Timeline

Wealth Manager

Renmoney MFB
05.2022 - Current

Relationship Manager

Invest Trust Ltd
04.2021 - 04.2022

Relationship Manager

Core Capital Ltd
08.2020 - 05.2021

Business Development Executive

Hallmark Capital Ltd
09.2017 - 09.2019

Retail Sales Agent

Fidelity Bank PLC
09.2017 - 09.2019

Marketing Officer

Allco Insurance Company
06.2017 - 09.2017

Higher National Diploma (HND) - Marketing

Federal Polytechnic, Nekede,

Ordinary National Diploma (OND) - Marketing

Institute of Management And Technology

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Ihuoma Okereke