Business Relationship Manager
Moniepoint Group
Nov 2023 - Oct 2024 (1 year)
Attracted and retained high-value clients, such as corporate clients/ high-net-worth individuals.
Developed a deep understanding of clients' financial goals, risk tolerance, and business needs.
Offered customized financial solutions, products, and services (payment processing, lending, investments, etc).
Managed client accounts, ensured seamless onboarding, and resolved issues promptly.
Identified cross-selling and upselling opportunities, and collaborated with sales teams.
Fostered strategic partnerships with banks, financial institutions, and fintech companies.
Ensured adherence to regulatory requirements, anti-money laundering (AML), and know-your-customer (KYC) policies.
Leveraged data analytics to enhance client relationships, i