Experienced Investment Executive with a demonstrated history of working in the financial industry. Skilled in Analytical Skills, Sales, Customer Relationship Management (CRM), Team Building, and Management. Strong finance professional with a Bachelor’s Degree focused in Public Administration from University of Ghana.
Overview
22
22
years of professional experience
Work History
Financial Co-Ordinator
deVere Group
02.2021 - 06.2023
Handling financial operations of my institution, including payroll, financial campaigns, and progress on financial goals
Managed payroll data entry and processing for employees to comply with predetermined company guidelines.
Completed bi-weekly payroll for employees.
Senior Investment Executive
Capstone Capital Limited
02.2016 - 04.2018
Drive the Marketing Team, Sign up, maintain and provide financial comfort to both individual and corporate clients,
Expand existing markets and help entry into new market segments, Provide investment advice to Asset Management clients and prospects,
Provide pro-active communication to clients, Handle customer complaints and requests,
Portfolio structuring, monitoring and re-balancing, Help in product development,
Maintain intelligent market information about competitors and competing products,
Assist in fund management assignments,
Prepare and make presentation to individual and corporate prospects,
Sign up, maintain and provide financial comfort to both individual and corporate clients,
Expand existing markets and help entry into new market segments,
Provide investment advice to Asset Management clients and prospects,
Provide pro-active communication to clients, Handle customer complaints and requests,
Portfolio structuring, monitoring and re-balancing, Help in product development,
Maintain intelligent market information about competitors and competing products,
Assist in fund management assignments,
Prepare and make presentation to individual and corporate prospects,
Applied effective time management techniques to meet tight deadlines.
Paid attention to detail while completing assignments.
Developed strong organizational and communication skills through coursework and volunteer activities.
Managed time efficiently in order to complete all tasks within deadlines.
Branch Head
Diamond Capital Investment Limited
04.2013 - 01.2016
Setting a process which will drive sales & business development of Abossey Okai branch,
Developing & implementing plans for various alternate channels to improve performance of team,
Effective co-ordination between sales team & clients to carry out all activities in smooth manner,
Analyzing latest marketing trends and tracking competitors' activities and providing valuable inputs for fine tuning sales & marketing strategies,
Plan and carry out sales activities to achieve numbers and value targets of Banking and Financial Products,
Working as an effective Leader for fulfilling business objective and achieve assigned targets,
Attending inquiries to utmost satisfaction of prospect to optimize sales chances,
Strategize on business target and ensure healthy relation between bank and customers
HR/Marketing Officer
Maridav Ghana Ltd
08.2011 - 08.2012
Working closely with departments, increasingly in a consultancy role,
Recruiting staff, Advising on pay and other remuneration issues, Dealing with grievances and implementing disciplinary procedures,
Developing HR planning strategies with line managers,
Analyzing training needs in conjunction with departmental managers,
Assist with the implementation of the marketing strategy with specific objectives and targets as agreed,
Manage and maintain positive relationships with venue staff and media partners,
Support the overall marketing objectives of company both externally and internally,
Take responsibility for originating and planning campaigns in conjunction with the Marketing,
Develop promotional opportunities and ideas from conception through to delivery,
Supply sufficient information to the marketing manager to enable effective budgetary control of specific areas of activity,
Maintain liaison with external and internal suppliers, assisting in commissioning and delivery of marketing material
Supervisor and Admin. Officer
Maridav Ghana Ltd
01.2007 - 01.2010
Restructuring of manufacturing processes,
Stock-taking of raw materials, semi-finished and finished goods,
Planning of Production Schedule, T
raining of junior staff,
Recruitment of workers for the factory,
Conducting appraisals for workers twice a year (Mid year and end of year),
Acting as liaison between the Factory at Tema and the Head Office at Accra
Sales Personnel
Maridav Ghana Ltd
01.2004 - 01.2007
Presenting and selling company products to current and potential clients,
Follow up on new leads and referral from field activities,
Identifying sales prospects and bringing them on board,
Develop and maintain sales materials and current product knowledge,
Establishing and maintaining current client and potential client relationship,
Identifying and resolving client concerns,
Communicate new product opportunities, special development, information or feedback gathered through field activity to appropriate company staff,
Coordinate company staff to accomplish work required to close sales,
Preparation and filing of daily, weekly and monthly sales report,
Check up on logistics (Shipment of raw materials and feed additives), Data entries for sales and sales activities
Technician
Phyto-Riker (Gihoc) Pharm. Ltd
01.2001 - 01.2004
Training of new in-takes in the In-Process Control,
Acting as a tour guide to both International visitors to the factories and tertiary students visiting the Plant,
Running of tests on products – granules, tablets and capsules,
Documentation of results obtained from tests,
Computing of results obtained,
Making sure products conform to cGMP (current Good Manufacturing Practice) standard, Preparing documents for internal and external auditors,
Receipt of granules from Granulation Department, Transfer of granules to the Compression Department for tabletting or filling,
Transfer of Compressed or Encapsulated product to the Packaging Department
Education
Bachelor of Science - Public Administration
University of Ghana
Legon, Accra
05.2011
GED -
Alliance Francaise
Accra
05.2005
Skills
Schedule Management
Vendor Management
Marketing
Brand activation
Interpersonal Skills
Team builder and player
Ability to work without supervision
Ability to work under stress
Whatsapp Number
0558384744, 0265492058
References
On request
Timeline
Financial Co-Ordinator
deVere Group
02.2021 - 06.2023
Senior Investment Executive
Capstone Capital Limited
02.2016 - 04.2018
Branch Head
Diamond Capital Investment Limited
04.2013 - 01.2016
HR/Marketing Officer
Maridav Ghana Ltd
08.2011 - 08.2012
Supervisor and Admin. Officer
Maridav Ghana Ltd
01.2007 - 01.2010
Sales Personnel
Maridav Ghana Ltd
01.2004 - 01.2007
Technician
Phyto-Riker (Gihoc) Pharm. Ltd
01.2001 - 01.2004
Bachelor of Science - Public Administration
University of Ghana
GED -
Alliance Francaise
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