Akosua Bonsu
Accra
Summary
Dynamic Financial Consultant with a proven track record at Metropolitan Insurance Company, excelling in technical analysis and client relations. Demonstrated ability to enhance portfolio performance by identifying market trends and investment opportunities, outperforming benchmarks. Skilled in budgeting expertise and fostering strong client relationships through exceptional service and financial guidance.
Overview
1
1
year of professional experience
Work History
Financial Consultant
Metropolitan Insurance Company
07.2024 - 01.2025
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Education
University of Ghana
AccraSkills
- Technical analysis
- Mutual funds
- Trend analysis
- Budgeting expertise
- Sales expertise
- Client relations
- Process improvement
Timeline
Financial Consultant
Metropolitan Insurance Company
07.2024 - 01.2025
University of Ghana
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