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.
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