ALFRED EDINAM ZORMELO

Consultant - Project Coordinator's Office

• Receivership of assets and liabilities of 44 resolved Fund Management companies.
• Liquidation of 44 Resolved Fund Management Companies.
• Recoveries of loans and assets of the defunct Fund Management companies.
• Redemption of investments for clients of defunct Fund Management companies.
• Compiled and tracked task-assigned reports weekly, monthly, and quarterly.
• Reviewed and assessed documents related to client claims.
• Compiled and delivered detailed quarterly asset realization reports to the SEC.
• Conducted bank reconciliations with pay-in slips, cash at hand, and assets.

Consultant - Project Coordinator's Office

• Resolution of Defunct Fund Management Companies.
• Perusal of customers' accounts on the fund managers' system.
• Recommendation and approval for payment to customers.
• Reconciliation and analysis of clients' accounts and supporting documents

• Spearheaded the licensing and registration of Setpat Micro credit services from Micro credit association of Ghana (MCAG) and the Registrar General's Dept.(RGD)
• Conducted thorough research to identify potential loan candidates.
• Appraised and reviewed the eligibility criteria for loan applicants using credit risk parameters.
• Collaborated with other departments to ensure that all areas of risk were addressed in a timely manner.
• Escalation of successful application to management for approval and disbursement.
• Obtained Lending insurance and Collateral security for loans and registered them at BOG as a protection against default.
• Followed up on payment plan and ensured schedule was adhered to as agreed on term sheet.
• Performed regular audits of processes and procedures involving financial transactions and investments.
• Worked closely with external auditors during reviews and in the preparation of quarterly annual reports, and forwarded to MCAG for approval
• Participated in Annual MCAG conferences to update and build capacity of colleagues and I, through briefing on current trends and amendment to the Lending Act.

• Conducted market research to identify potential clients and new business opportunities for onboarding.
• Established and maintained KYC and CRM databases, ensuring data accuracy and compliance.
• Implemented changes based on feedback from customers regarding banking products or services offered.
• Participated in Monthly performance reviews, training and conferences to improve client acquisition and retention.
• Managed client relationships through proactive communication via email, phone calls or face-to-face meetings.
• Helped customers open accounts, make deposits, update information, and carry out range of other routine actions to strengthen client relationship and encourage retention.

• Responsible for managing customer ledger accounts within my territory
• Conducted regular and sporadic checks on service stations within territory
• Perused daily, weekly and monthly reports of service station managers within territory
• Presented and submitted quarterly and annual reports of territory to management at board meetings
• Marketed and sold fuel products to corporate bodies and transport companies
• Managed challenges and issues within territory and reverted them to management for earnest resolution
• Supervised and sold fuel products at Circle and Pokuase service stations