Israel Nii Odotei Sowah
Accra
Summary
Persuasive Investment Banker recognized for award-winning results and over eight years in Capital Market industry. Expertise in portfolio management, mutual funds and negotiations and closing. Well-developed leader possessing broad knowledge of financial instruments and complex investment scenarios.
With twelve years of postgraduate experience, Israel has demonstrated proficiency in investment analysis, business growth, strategic management, capital raising, and due diligence. His career path has allowed him to refine his skills in risk assessment, ethical and social responsibility, sustainable and responsible investing. Experienced fund management professional with team-oriented nature and capability to manage assets, promote investor relations and assess fund performance. Talented listener, analyzer and problem-solver with people-first approach. Successful at steering financial plans, building policies and monitoring regulatory issues. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Israel is a member of the AfCFTA Policy Network.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Development Officer, Retail
CAL Asset MANAGEMENT COMPANY LTD (CAMCOL)
09.2022 - Current
- Retail Business Development
- Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
- Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
- Developed new sales strategies to target untapped markets, resulting in increased revenue generation.
- Collaborated with cross-functional teams for the successful execution of business development initiatives.
Financial Consultant
Consultancy
09.2019 - 08.2022
- Corporate Finance, Investment & Business Advisory
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Negotiated favorable terms for clients on various financial products, such as loans or insurance policies.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Negotiated agreements with clients and suppliers to cultivate favorable terms.
- Developed and implemented risk management strategies to minimize financial losses.
- Prepared contracts and related documentation according to strict standards.
Head of Business Development
Mutual Integrity Ltd. (Asset MANAGEMENT COMPANY)
01.2017 - 08.2019
- Responsible for investment advisory to clients
- Increased revenue by developing and implementing strategic business development plans.
- Strengthened client relationships through consistent communication and timely resolution of issues.
- Implemented sales strategies, leading to increased market share and overall growth.
- Enhanced client satisfaction by providing tailored financial advice and personalized investment strategies.
- Managed a diverse range of portfolios, ensuring alignment with clients'' risk tolerance and financial goals.
- Collaborated with internal teams to develop customized investment solutions for institutional clients.
- Complied with established internal controls and policies.
Investment/Marketing Manager
MEDI Ghana Microfinance Ltd (MGML)
09.2015 - 12.2016
- Raised and managed an investment portfolio in excess of Four Million Ghana Cedis
- Created company brand messaging, collateral materials, customer events, promotional strategies, and product commercialization.
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Recruited and hired capable team members to add value and diverse skills set to marketing department.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
- Enhanced client satisfaction by providing tailored financial advice and personalized investment strategies.
- Developed comprehensive financial plans for clients, addressing both short-term and long-term objectives.
- Lead internal training sessions to share knowledge about emerging markets opportunities with colleagues.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Developed strategic plans for day-to-day financial operations.
Credit Analyst/Disbursement Officer
True Life Capital Ltd (TLC)
11.2012 - 09.2015
- Fund mobilization for on-lending
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
- Participated in loan committee meetings to provide input on lending processes.
- Conducted presentations to upper management and executive teams for loan recommendations.
- Negotiated payment plans and loan terms with delinquent customers.
- Identified potential problem loans early on through ongoing monitoring activities, enabling prompt remedial actions when needed.
- Supported the sales team in negotiating favorable terms, balancing business growth and credit risks effectively.
Customer Care Executive
MTN GHANA
08.2011 - 10.2012
- Educated over One Thousand Mobile Money subscribers about the service and made successful sales transactions
- Communicated with customers to identify needs and expectations.
- Kept accurate records of all customer interactions and transactions.
- Provided excellent customer service by efficiently resolving issues and responding to inquiries.
- Resolved concerns with products or services to help with retention and drive sales.
- Increased repeat business, fostering strong relationships with clients through exceptional service delivery.
- Managed a high volume of inbound calls, multitasking effectively to address diverse customer needs simultaneously.
- Exceeded targets consistently by maintaining an unwavering focus on customer satisfaction and service excellence.
Sales Executive
KWATSONS WEST AFRICA LTD
08.2004 - 08.2007
- Responsible for successful sale of Max Mart products to customers
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed and presented valuable sales presentations to potential customers to highlight features and benefits of products.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Listened to customer needs and desires to identify and recommend optimal products.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Developed strong rapport with customers and created positive impression of business.
Education
Master of Science - Development Finance
University of Ghana
01.2024
Certified Strategy Professional - Business Strategy
Nobel International Business School (NiBS)
11.2023
Certificate in Pension Management - Pensions Management
National Pensions Regulatory Authority
11.2023
Master of Science - Industrial Finance & Investment
Kwame Nkrumah University of Science & Technology (KNUST)
Kumasi, Ghana06.2019
BBA - Banking & Finance
Kwame Nkrumah University of Science & Technology (KNUST)
Kumasi, Ghana06.2017
Ghana Securities Industry Certificate - Investments And Securities
Ghana Stock Exchange
09.2016
Bachelor of Science - Mathematics & Statistics
University of Cape Coast
Cape Coast, Ghana05.2011
Skills
- Relationship Building and Rapport
- Performance Goals
- Strategic Planning
- Prospect Targeting
- Time Management
- Product Development
- Decision Making
- Analytical Thinking
- Proposal Writing
- Cost Management
- Problem Solving
- Team Leadership
Language Proficiencies
English (professional proficiency)
Personal Information
- Nationality: Ghanaian
- Marital Status: Married
References
Available upon request
Affiliations
AfCFTA Policy Network
Certification
Certified Strategy Professional
Ghana Securities Industry Certification
- Licensed Investment Advisor
Timeline
Business Development Officer, Retail
CAL Asset MANAGEMENT COMPANY LTD (CAMCOL)
09.2022 - Current
Financial Consultant
Consultancy
09.2019 - 08.2022
Head of Business Development
Mutual Integrity Ltd. (Asset MANAGEMENT COMPANY)
01.2017 - 08.2019
Investment/Marketing Manager
MEDI Ghana Microfinance Ltd (MGML)
09.2015 - 12.2016
Credit Analyst/Disbursement Officer
True Life Capital Ltd (TLC)
11.2012 - 09.2015
Customer Care Executive
MTN GHANA
08.2011 - 10.2012
Sales Executive
KWATSONS WEST AFRICA LTD
08.2004 - 08.2007
Master of Science - Development Finance
University of Ghana
Certified Strategy Professional - Business Strategy
Nobel International Business School (NiBS)
Certificate in Pension Management - Pensions Management
National Pensions Regulatory Authority
Master of Science - Industrial Finance & Investment
Kwame Nkrumah University of Science & Technology (KNUST)
BBA - Banking & Finance
Kwame Nkrumah University of Science & Technology (KNUST)
Ghana Securities Industry Certificate - Investments And Securities
Ghana Stock Exchange
Bachelor of Science - Mathematics & Statistics
University of Cape Coast
Certified Strategy Professional
Ghana Securities Industry Certification
- Licensed Investment Advisor
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