Rosemond Fiati
Relationship Manager
Tema
Summary
A seasoned professional with multi-faceted experience in client relations, team management, investment, and financial training and advisory. Leveraging in the usage of communication skills to acquire more value for business growth. Possess exceptional organizational skills while overseeing small and larger administrative teams. Dedicated team player experienced in overseeing operations of individual and multi-unit facilities. Seeking new position with exciting challenges where great skills in interpersonal relations and organizational skills will be valued.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Manager
Petra Trust Company Limited
Airport-Accra
02.2020 - Current
- Supervised the day-to-day operations of Relationship Officers and trained to deliver on company objectives
- Ensured the adherence to policies and regulations by clients
- Planned and coordinated administrative procedures and used system software (CRM & Phoenix) to develop ways to streamline processes
- Effectively facilitated and actively engaged in meetings of the Employer Sponsored Scheme Trust Board, providing insightful presentations on scheme performance, ensuring adherence to compliance requirements, and addressing pertinent matters
- Organized client training seminars and activations on personal finance and retirement planning
- Assumed responsibility for team lead and other relationship managers during their absence, ensuring seamless continuity and maintaining a high level of service delivery.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Negotiated terms for management services and financing to close deals with prospects and retain relationships.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed processes for tracking key performance indicators such as customer retention rates and overall satisfaction scores.
- Provided training sessions for colleagues on best practices related to relationship management.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Relationship Officer
Petra Trust Company Limited
Airport-Accra
08.2016 - 02.2020
- Provided administrative support to relationship manager in performing day-to-day activities
- Built and maintained working relationships with over 150 clients under management
- Maintained and updated client database using CRM software
- Prepared and presented quarterly reports to clients under management
- Delivered presentation and other relevant industry information to key decision makers and offered financial recommendations.
- Organized a filing system for important and confidential company documents using CRM software and SharePoint
- Logged in ticket on client complaints and updating CRM software with client activities and information
- Performed other duties assigned by supervisor and assumed supervisor responsibilities during leave.
- Analyzed client data to identify opportunities for cross-selling products and services.
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
- Organized promotional campaigns targeted at increasing awareness about specific products and services among customers.
Sales Operations Officer
Petra Trust Company Limited
Airport-Accra
09.2015 - 07.2016
- Ensured the completeness of all sales activities by organizing and coordinating information and requirements; planning, arranging meeting schedules and monitoring results
- Promoted effective time management within the team by ensuring that all operational activities are executed within allotted timelines
- Prepared timely reports to inform management decision making strategy
- Updated client database and trackers.
Sales Associate
Petra Trust Company Limited
Airport-Accra
04.2015 - 08.2015
- Assisted Senior Field Officer in all sales activities; winning appointments, provided support during presentations, follow up and closing sales
- Managed prospect database and updated trackers to effectively schedule client meetings, visits, and presentations
- Assisted Senior Field Officer to achieve and exceed financial and operational targets.
Associate
Studio 787 Consultancy
Accra
01.2014 - 10.2014
- Assisted in winning appointments and contracts, providing support during pitch process.
Inventory Manager
Packaging Logistics
Tema
01.2013 - 12.2013
- Maintained high levels of product availability by ensuring timely replenishment of stock.
- Established effective relationships with suppliers to ensure optimal service at competitive prices.
- Developed, implemented and maintained inventory control systems to ensure accurate record keeping.
Education
Master of Business Administration (MBA) -
Kwame Nkrumah University of Science & Technology (Accra Business School)
Spintex, Accra10.2024
Bachelor of Science in Administration - Marketing
University College of Management Studies
Kumasi08.2012
Chartered Institute of Marketing (Level 1) - Marketing
University College of Management Studies
Kumasi06.2010
Skills
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- Presentation skills
- Time management
- Emotional intelligence
- Organizational skills
- Effective Customer Communication
- Written and Verbal Communication
- Analytical Problem Solving
- Financial Advising
- Team Leadership
- Regulatory Compliance
- Attention to Detail
- Client Engagement
- De-Escalation Techniques
- Relationship Building and Management
- Wealth management offerings
Certification
- Certified Mortgage Lender and Advisor Programme, 05/01/23
- Working with Emotional Intelligence, 05/01/19
- Marketing Planning Seminar for SMEs, 06/01/12
References
- Mr. Kennedy Smith, Head, Relationship Management | Petra Trust Company Limited, 026 668 2707, cennedy.smith@gmail.com
- Mr. Okyeame Sarfo, Head of Secretariat, GESOPS, 026 700 7678, sarfokyeame@gmail.com
Languages
Twi
First Language
English
Advanced (C1)
C1
Ga-Adamgbe
Upper Intermediate (B2)
B2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Relationship Manager
Petra Trust Company Limited
02.2020 - Current
Relationship Officer
Petra Trust Company Limited
08.2016 - 02.2020
Sales Operations Officer
Petra Trust Company Limited
09.2015 - 07.2016
Sales Associate
Petra Trust Company Limited
04.2015 - 08.2015
Associate
Studio 787 Consultancy
01.2014 - 10.2014
Inventory Manager
Packaging Logistics
01.2013 - 12.2013
Master of Business Administration (MBA) -
Kwame Nkrumah University of Science & Technology (Accra Business School)
Bachelor of Science in Administration - Marketing
University College of Management Studies
Chartered Institute of Marketing (Level 1) - Marketing
University College of Management Studies
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