Dynamic Key Account Officer at Kingsban Capital Microfinance Ltd, adept at client account management and financial analysis. Proven track record in enhancing client satisfaction and retention through tailored solutions and strong relationship management. Skilled in project coordination and data-driven decision making, consistently delivering results in fast-paced environments.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Key Account Officer
Kingsban Capital Microfinance Ltd
Accra
03.2025 - Current
Managed client accounts to ensure satisfaction and retention.
Assisted in the development of tailored financial solutions for clients.
Coordinated communication between clients and internal teams effectively.
Managed multiple projects simultaneously while meeting deadlines consistently.
Maintained detailed records of all interactions between key account personnel and customers.
Researched and analyzed competitor activities to identify new opportunities for growth.
Managed day-to-day operations of assigned accounts including onboarding and offboarding processes.
Attended industry events and trade shows in order to network with potential clients.
Established long-term relationships with key account decision makers.
Performed other duties as assigned by management related to key account management.
Ensured compliance with company policies regarding customer service levels and contractual agreements.
Maintained accurate records of client interactions and transactions.
Audit Assistant
Conrad Wilson Consult
Accra
11.2023 - 10.2024
Assisted in conducting detailed financial audits for various clients.
Reviewed financial statements to ensure compliance with regulations.
Prepared audit documentation and reports for management review.
Utilized accounting software to analyze financial data efficiently.
Collaborated with team members to identify discrepancies in accounts.
Communicated findings and recommendations to clients effectively.
Supported senior auditors in planning and executing audit procedures.
Financial Consultant
Metropolitan Life Insurance
Accra
07.2022 - 03.2023
Analyzed client financial needs and provided tailored insurance solutions.
Developed and maintained strong relationships with clients to enhance service delivery.
Assisted clients in understanding policy details and coverage options clearly.
Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
Educated clients on financial concepts related to investing in order to increase their knowledge base.