Summary
Overview
Work History
Skills
Affiliations
Websites
Educationandcredentials
Executivemanagement
Timeline
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CHARITY INSAIDOO

ACCRA

Summary

Expert leadership in customer-driven marketing and finance platforms. 0208195654 insaidoocharity25@gmail.com www.linkedin.com/in charityinsaidoo EXECUTIVE MANAGEMENT Strategic Planning Product Marketing & Management Global Operations Product-orientated Chief Marketing Officer with more than 10 years of deep technical experience developing, implementing, and supporting complex marketing and investment infrastructures for fast growing startups in the Marketing and Financial sphere. A strategic advisor for top growing startups and their clients that generated 50% growth in revenue for their business. Accomplished Executive with vast experience in operations, P&L, multichannel product distribution and marketing involving both start-up and growth organizations. Result-oriented, decisive leader with proven success in new market identification and strategic positioning for multimillion-dollar business. Track record of increasing sales and growing bottom line while spearheading operational improvements to drive productivity and reduce costs. Ensuring compliance to regulator dashboard, Excel in dynamic, demanding environments while remaining pragmatic and focused. CORE COMPETENCIES Visionary Leadership High-stake Negotiations Global Strategic Alliance Key Partnership Development Tactical Market Planning Budget/Sales Forecasting Organizational Restructuring Risk Management/Compliance Public and Media Relations

Overview

9
9
years of professional experience

Work History

Head, Banking & Investment Operations

FUTURE LEADERS’ INVESTMENT MICROFINANCE LIMITED
Accra- Kaneshie
10.2014 - 01.2016
  • Spearheaded vision, strategy, and execution of global business operations
  • Oversaw staffing, strategic directive and training of marketing teams
  • Developed and implemented strategic marketing and investment plans, established sales, marketing and investment objectives and prepared company wide sales forecasts
  • Conducted gap analysis and recommending the necessary structures, policies and procedures, staffing requirements, IT infrastructure and office set-up necessary for day-to-day Banking Operations of FLIM
  • Built and managed the institution’s deposit provided by segments of clients as established in the institution’s business plan
  • Sourced for strategic investors and investment, Led, and managed a staff of 82 employees across the country
  • Directed project teams through due diligence, prioritization, and development
  • Participated in research and development of new products and marketing technologies
  • Established performance drive to achieve and exceed expectations
  • Reported to the CEO.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.
  • Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
  • Updated and maintained databases with current information.

Supervisor, Operations & Financial Services

FUTURE LEADERS’ INVESTMENT (MF) LIMITED
ACCRA
01.2012 - 05.2012
  • Planned and effectively drive business operations, office management and activities of credit and risk
  • Prepares and submits relevant reports on branch operations to management
  • Ensured that targets agreed with management are achieved and exceeded
  • Plans and controls the liquidity of the branch
  • Ensured key operation reconciliations are carried out continuously and efficiently
  • Chairs the branch credit committee and participates in evaluating, approving, or rejecting loans according to level of discretion
  • Planned personnel capacity, selecting new staff and evaluating existing staff in accordance with management
  • Ensured branch staffs maintain very high morale and adequate training
  • Developed good customer relationships and maintains personal contact with them to ensure customer satisfaction
  • Planned and initiated promotional measures within target markets of the branch
  • Scouts for new business opportunities within target markets and recommends specific product for such markets
  • Championed the deposit mobilization efforts within the branch’s catchment area
  • Performed independent balancing of all records
  • Managed branch facility effectively
  • Changed the organization outlook by adopting a new brand image
  • Adopted a new paradigm shift which resulted in 200% growth of assets and liabilities of the company.

Manager, Sales/Marketing & Client Services

HOME STUDIOS
Tema
06.2009 - 11.2011
  • Developing strategies to beat the market, developing new products, conducting market intelligence, and surveys, excessive marketing of products, writing reports, identifying new and potential markets for the Graphic design institutions.

Team Manager

BOND FINANCIAL SERVICES
Tema
12.2008 - 06.2009
  • Mobilized deposits (liabilities) of GH¢ 500,000 per week through a team of direct sales agents
  • Developed strategies to achieve set targets, developed new products
  • Led and helped the team achieve its set targets
  • Negotiated with customers for bank rates
  • Ensured and maintained good customer relationship
  • Liaised between Bond Financial and the public for product sales
  • Conducted market intelligence and surveys, excessive marketing of products, writing reports
  • Identified new and potential markets for the financial institution.

Finance/Research officer Financial Control Department

United Bank for Africa (UBA)
03.2008 - 12.2008
  • Regulatory reporting to Bank of Ghana – prepared Net Open Positions of Foreign Assets (N.O.P.)
  • Prepared Liquidity Returns (BSDI) of the banks
  • Financial Reporting, Prepared BSD2, prepared GAP analysis, and analyzed financial statements
  • Used Banking Software- FINACLE to access analyzed and input various financial statements from stakeholders and others
  • Developed strategies, developed new products, conducted market intelligence and surveys and feasibility studies, excessive marketing of products.

Direct Sales/ Marketing Advisor

BARCLAYS BANK, GHANA LIMITED
02.2007 - 02.2008
  • Running Loan portfolio on customers /Age analysis of Debtors/Credit assessment of Customers
  • Opening current accounts, savings products, packaging loan products, card products and ensuring all accounts opened are KYC, AML, Health & Safety compliant
  • Conducting presentation on banks products to High-Net-Worth customers and follow -ups
  • Proactively establishing and maintaining excellent customer relationship with the aim of developing significant sales and new businesses, introducing customers to appropriate product segment
  • Identifying potential sales opportunities, conducting, and analyzing customer surveys
  • Undertaking in/out-branch marketing, special campaigns, promotions, and presentations
  • Maintaining sales statistics and monitor progress of target reporting
  • Ensuring proper inventory control and daily records management
  • Used Banking Software- E- BOX and FOS to access, analyze and input details on customers’ accounts
  • Worked to achieve sales and team/service targets, liaised with personal lending/credit scoring team, aggressively seek and retained new and old customers.

Chief Executive Officer

PENT ASSET AND WEALTH MANAGEMENT COMPANY LTD
ACCRA
08.2016
  • Provided executive leadership for this start-up business with a clientele base of zero and net field profit of GHS 2million at the end of first year
  • Lead operations and strategic direction with full responsibility for bottom-line factors, including long range planning, product development and management, Provided cross functional management: directed CFO, COO and other Managers and general oversight of 17 employees
  • Directed and recruited all staff of the start-up business Directed all operations and service provision for growth, redefined organizational structure, oversee pricing decisions and perform monthly financial evaluation of company results
  • Managed corporate relationships and alliances for effective operations
  • Built a robust brand to stand test of time.

Head, Customer, and Investor Relations

FUTURE LEADERS’ INVESTMENT MICROFINANCE LIMITED
ACCRA
06.2012
  • Directed product and regional marketing operations
  • Designed and implemented strategy for customer and investor relations
  • Negotiated and established investor relationships
  • Led and participated in development of new products that resulted in 28% sales growth.

Skills

  • Strategic Planning
  • Product Marketing & Management
  • Global Operations
  • Visionary Leadership
  • High-stake Negotiations
  • Global Strategic Alliance
  • Key Partnership Development
  • Tactical Market Planning
  • Budget/Sales Forecasting
  • Organizational Restructuring
  • Risk Management/Compliance
  • Public and Media Relations

Affiliations

Chartered Institute of Bankers (2010-Present)

Educationandcredentials

Master of Business Administration (MBA) Marketing - University of Cape Coast, Cape Coast, Bachelor of Education (Agriculture) B.Ed. - University of Education, Mampong, Chartered Institute of Bankers- ACIB, Global Professional Human Resource Certification - PHRI

Executivemanagement

True, True, True

Timeline

Chief Executive Officer

PENT ASSET AND WEALTH MANAGEMENT COMPANY LTD
08.2016

Head, Banking & Investment Operations

FUTURE LEADERS’ INVESTMENT MICROFINANCE LIMITED
10.2014 - 01.2016

Head, Customer, and Investor Relations

FUTURE LEADERS’ INVESTMENT MICROFINANCE LIMITED
06.2012

Supervisor, Operations & Financial Services

FUTURE LEADERS’ INVESTMENT (MF) LIMITED
01.2012 - 05.2012

Manager, Sales/Marketing & Client Services

HOME STUDIOS
06.2009 - 11.2011

Team Manager

BOND FINANCIAL SERVICES
12.2008 - 06.2009

Finance/Research officer Financial Control Department

United Bank for Africa (UBA)
03.2008 - 12.2008

Direct Sales/ Marketing Advisor

BARCLAYS BANK, GHANA LIMITED
02.2007 - 02.2008
CHARITY INSAIDOO