Abigail Adutwumwaa
Kumasi
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
5
5
years of professional experience
Work History
FINANCIAL CONSULTANT
Prudential life insurance Ghana
04.2023 - Current
- Identify prospective clients through leads and referrals, schedule clients meetings, perform follow up calls as needed, advises on insurance coverage, conduct periodic policy review, prepare insurance proposals, complete requirements and submit to underwriters.
CASHIER
ipmc university college of technology
05.2022 - 11.2022
- Responsible for all elements of cash handling including collection, disbursement, and banking, keep school account and prepare income and expenditure reports, prepare monthly budget forecast, assist in the preparation of the annual audit, make regular contact with students to ensure payments, review both incoming and outgoing invoices, perform an internal audit of the financial activities as necessary, process accounts payable and receivable depending on the role.
INTERVIEWER
MARKETING SUPPORT CONSULTANCY LIMITED
08.2021 - 04.2022
- Lead a team of interviewers to administer structured questionnaire and collect data, ensure successful completion of the fieldwork, review data collected and write the necessary report, motivate, support and guide the field team to achieve agreed objectives.
Accounting facilitator
Ejisu SHS - National Service
09.2020 - 07.2021
- Planning teaching lessons and curriculum, checking and assessing students’ work, attending seminars.
internship
african primier college & cocoa clinic ksi
06.2019 - 12.2019
- Organize tutorial sessions, students’ assessment and reporting, vetting of documents, assist in the inspection of items before receiving them in stores.
Education
BSc Accounting Studies -
University of Education Winneba - Kumasi
07.2020
Skills
- Proficiency in Accounting Software
- Critical Thinking
- Financial Counseling
- Customer Retention
- Data Analysis
- Time Management
- MS Office Suite
- Excellent Customer Service
- Investment advice
- Insurance sales
References
- Mr. Francis Darko, Operations Manager, Marketing Support Consultancy Limited, 0244415150, 0209988711, darkusfrancis@gmail.com, Ashanti Region
- Mrs. Rosemond Abigail Pinto, Asst. Administrator, IPMC University College, 0246181582, rosiepinto51@gmail.com
- The Director, African Premier College, 0208123037, Asuoyeboah, Kumasi
- Madam Rita Yeboah Owusu, Head of Audit, Cocoa Clinic, 0243670745, Kumasi
Timeline
FINANCIAL CONSULTANT
Prudential life insurance Ghana
04.2023 - Current
CASHIER
ipmc university college of technology
05.2022 - 11.2022
INTERVIEWER
MARKETING SUPPORT CONSULTANCY LIMITED
08.2021 - 04.2022
Accounting facilitator
Ejisu SHS - National Service
09.2020 - 07.2021
internship
african primier college & cocoa clinic ksi
06.2019 - 12.2019
BSc Accounting Studies -
University of Education Winneba - Kumasi
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