Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
Generic

SARAH NAA KORKOI ARYEE

ACCRA

Summary

Team Leader with relevant work experience spanning almost a decade in business development, client relationship management and churning value for business owners. Excellent interpersonal and communication skills brought to bear in team management. Big picture focus, analytical and results oriented- all qualities that have served me in whichever role I have been assigned. Focused on excelling in a long term career in business development, client acquisitions and success.

Overview

11
11
years of professional experience

Work History

Team Lead, External Relations Success

Petra Trust Company Limited
08.2021 - Current
  • Relationships Success- Relationship Management, Created and implemented strategy to accelerate growth and retention for high-net-worth clients with a total Assets Under Management (AUM) of GHS 6 bn
  • Achieved annual new client inflow target of GHS 40,000,000 through a team of 5
  • Recruited and trained a 3 new members to the team to move AUM of current employers from GHS 850 million GHS to 1.7billion Ghana within 5 years
  • Reviewing client activity, anticipating client needs, and improving client satisfaction
  • Establishing new revenue lines for the company through the aggressive sales of new product offerings such as payroll, mortgage, loans and mutual funds
  • Creating sales, product penetration reports and providing feedback to the leadership team at company meetings
  • Establishing and maintaining key client relationships
  • Monitoring the market and competitor products and activities and providing detailed sales forecasting
  • Ensuring achievement of team and personal target, aligning with company sales policies and strategies
  • Ensuring compliance with internal and external rules, policies, and procedures as well as regulatory requirements
  • Provided input into strategic marketing activities for new products and enhancements to existing products based on client and customer needs
  • Coached team members in techniques necessary to complete job tasks.

Relationship Manager

Petra Trust Company Limited
07.2015 - 08.2021
  • Managed and maintained a portfolio of 300 high net worth (HNW) clients with GHS 200,000,000 in total assets through the following activities:
  • Keeping in touch with the client through regular visits, phone calls and other cost effective yet impactful methods
  • Scheduling and attending quarterly performance reviews with the client’s management team to discuss the performance of their pensions contributions
  • Keeping an up-to-date database on clients: client information, client concerns, new businesses won, modes and frequency of contacting of clients
  • Organizing events for clients to foster strong relations between the client and Petra Trust
  • Organizing relevant staff education exercises for clients to keep them up to date with information from the Pensions industry
  • Supervised the Relationship Officer and Junior Relationship Officer to achieve set departmental targets and any other roles as directed by the Head of Relationship Management in the performance of their key roles
  • Ensured excellent client satisfaction and client retention
  • Cultivated effective business relationships with executive decision makers in key accounts
  • Worked with corporate institutions to address and respond to client and partnership management issues
  • Provided feedback to management regarding business trends which leads to developing new services and products and selling approach
  • Using knowledge of the market and competitors, identified and developed the company’s unique selling propositions and differentiators.

Business Development Officer

Petra Trust Company Limited
01.2014 - 02.2016
  • Identifying sales opportunities and managing a prospect diary to effectively schedule client meetings, visits and presentations
  • Developing business relationships, proactively calling out and meeting existing clients and prospects
  • Supervising sales operation officers to provide substantive employee interactions to build relationships, and sign on new customers
  • Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements
  • Partnered with Operations, Customer Service and Implementation teams on lead generation activities and the on-boarding of new customers
  • Generating new leads for the team to increase prospect base
  • Prospecting for new clients
  • Telephone sales; includes selling and closing businesses over the phone without having to physically meet the prospect
  • Attending scheduled meetings and presentations to pitch for new clients
  • Scheduling meetings for the sales team
  • Maintaining and developing relationships with existing clients to expand the client base and explore new business opportunities
  • Managing the sales database for the business development team with the use of excel spreadsheets
  • This task involves updating the list with new information, analyzing sales trends and making deductive judgments
  • Preparing comprehensive reports with inputs from team mates to be presented to management weekly
  • Preparing monthly compliance reports on behalf of the company to the pensions regulator, the NPRA
  • Processing and storing information on new clients using Maximizer (CRM Software)

Relationship Officer

Petra Trust Company Limited
07.2014 - 07.2015
  • Managing and maintaining an assigned client portfolio
  • Keeping in touch with the client through regular phone calls, emails and visits
  • Keeping an up-to-date database on clients: client information, client concerns, new businesses won, modes and frequency of contacting of clients
  • Attending events hosted by clients to foster strong relations between the client and Petra Trust
  • Organizing relevant staff education exercises for clients to keep them up to date with information from the Pensions industry
  • Scheduling meetings, staff trainings and quarterly performance reviews for relationship managers
  • Preparing quarterly review reports, staff training presentations and any other supporting documents relationship managers would require
  • Attending client meetings as directed by the relationship manager
  • Performing any other duties as assigned by the relationship manager
  • Ensuring excellent client satisfaction

Education

Master of Business Administration - Finance

University of Ghana
2018

Bachelor of Science - Administration, Banking and Finance

University of Ghana
2013

Senior School Certificate - undefined

St. Mary’s Senior High School West African
2008

Skills

  • Communication: Strong writing, oral and public speaking skills count as one of my strong points, honed by my involvement in debating clubs, poetry, and presentations
  • Proven leadership skills and ability to motivate
  • Excellent interpersonal skills and easily adaptive to new environments
  • Proficient with the computer (MS Word, Excel, Power point, Internet, etc)
  • Trustworthy and very organized

Languages

English

Additional Information

Referees

Available on request

Timeline

Team Lead, External Relations Success

Petra Trust Company Limited
08.2021 - Current

Relationship Manager

Petra Trust Company Limited
07.2015 - 08.2021

Relationship Officer

Petra Trust Company Limited
07.2014 - 07.2015

Business Development Officer

Petra Trust Company Limited
01.2014 - 02.2016

Master of Business Administration - Finance

University of Ghana

Bachelor of Science - Administration, Banking and Finance

University of Ghana

Senior School Certificate - undefined

St. Mary’s Senior High School West African

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