Paul Effah Junior
Accra
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over six years of financial industry experience. Motivated professional . Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Meets tight deadlines. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Databank Asset Management
Accra
01.2022 - Current
- Maintained accurate records of all client interactions within the company's CRM system.
- Developed and implemented improved organizational tools to increase productivity.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Developed strategies to attract new customers while retaining existing ones.
- Established strong client relationships to drive business development.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Analyzed market trends and identified potential new customers through research activities.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
Customer Service Representative
Databank Asset Management
Accra
09.2019 - 12.2021
- Educated customers on special pricing opportunities and company offerings.
- Cross-Sell Databank product and services with the aim of acquiring business.
- Gain customers through out-bound calls (telephone and in-person)
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Resolved complex problems by working with other departments to provide solutions that meet clients needs.
Sales Representative
Databank Asset Management
Accra
09.2018 - 08.2019
- Contacted new and existing customers to outline benefits of products.
- Organized client visits, presentations, product demonstrations and trade shows.
- Identified opportunities for cross-selling additional products and services.
- Used CRM database to track referral and appointment data.
- Developed targeted lists and new business opportunities, accelerating sales process to achieve results.
- Fostered relationships with customers to expand customer base and retain business.
Audit Intern
Asokori Mampong Municipal Assembly
Kunasi
05.2017 - 09.2017
- Wrote reports, authored papers and organized supporting documentation.
- Conducted research into accounting principles and auditing standards.
- Performed analytical review of balance sheet accounts.
- Reviewed petty cash disbursements, purchasing card transactions and travel expense reports for compliance with policies, procedures and internal controls.
- Audited financial statements and business operations to identify control deficiencies and operational challenges.
- Evaluated current policies, procedures, controls, and systems for effectiveness.
- Attended meetings with external auditors to discuss audit strategies and findings.
Machine Operator
Johnson Books Publication Lmt
Accra
03.2013 - 09.2013
- Verified production orders prior to starting set-up.
- Placed finished products on skids and wrapped and transported to warehouse with forklift.
- Inspect finished workpieces to ensure conformance with specifications.
- Set up machines for various jobs to maintain compliance with manufacturing thresholds and waste reduction initiatives.
- Documented daily production data and submitted accurate time logs to keep management up-to-date.
- Load raw materials into machines according to specified measurements.
- Check products for accuracy using measuring instruments such as calipers, micrometers, gauges.
- Promoted efficient operation of production processes through careful control system monitoring
- Adjust machine settings to complete tasks accurately.
Education
Master of Science - Industrial Finance And Investment
Kwame Nkrumah University of Science And Technology
Kumasi03.2024
Bachelor of Science - Accountimg And Finance
University For Development Studies
Tamale07.2018
Some College (No Degree) - Investment Analysis
Ghana Investment And Securities Institute
AccraSome College (No Degree) - Financial Modeling And Valuation Analyst
Corperate Finance Institute
AccraSome College (No Degree) - Investments And Securities
Ghana Stock Exchange
AccraSkills
- Client Acquisition
- Relationship Building and Management
- Service Assistance
- Fluent in English
- New Business Development
- Portfolio Growth
- Customer Portfolio Management
- Sales Reporting
- Customer Relationships
- Relationship Building
- Customer Service
- CRM Tracking
- Sales Proficiency
- Sales Data Analysis
- Team Leadership
- Financial Advising
Affiliations
- Technical skills: Data Analysis, Financial and Equity Valuation, Investment Analysis
- Hobbies: Traveling, Reading, Site Seeing
Languages
English
First Language
English
Proficient (C2)
C2
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Relationship Manager
Databank Asset Management
01.2022 - Current
Customer Service Representative
Databank Asset Management
09.2019 - 12.2021
Sales Representative
Databank Asset Management
09.2018 - 08.2019
Audit Intern
Asokori Mampong Municipal Assembly
05.2017 - 09.2017
Machine Operator
Johnson Books Publication Lmt
03.2013 - 09.2013
Master of Science - Industrial Finance And Investment
Kwame Nkrumah University of Science And Technology
Bachelor of Science - Accountimg And Finance
University For Development Studies
Some College (No Degree) - Investment Analysis
Ghana Investment And Securities Institute
Some College (No Degree) - Financial Modeling And Valuation Analyst
Corperate Finance Institute
Some College (No Degree) - Investments And Securities
Ghana Stock Exchange
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