THERESA APPIAH-KUBI
ACCRA
Summary
A self-motivated, fast learner, and result-oriented individual. My overall goal is to contribute to the employer’s profitability through a determination to succeed in the Work environment
An energetic team player, able to communicate effectively internally and externally, work collaboratively to resolve problems and motivate team members to achieve organizational objectives
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SCHEDULE (Relationship Manager)
ALLTIME CAPITAL LIMITED
08.2014 - 08.2019
- Marketing and Business Development).
- Analyze market and industry information, using internal and external data to inform strategy.
- Compile and present findings to executive audiences, answer questions, and provide written reports.
- Identify, document, and maintain data sources for high quality market intelligence.
- Identify, track, and communicate market and existing company and competitor trends.
- Identify, assess, and prioritize potential business development opportunities that align with the company's vision and strategy.
- Collect and interpret data and information that support understanding of targeted opportunities including stakeholder maps and financial statement analysis.
- Purchase and Value of Mutual Funds.
- Collect, organize, and disseminate important documents, knowledge, and intelligence across the deal teams and ensure appropriate knowledge management.
Finance /Marketing Analyst
NATIONAL SERVICE, ALL-TIME CAPITAL LIMITED
09.2013 - 07.2014
- Client and customer service management.
- Assisting back office administrative work.
- Purchasing and Valuation of mutual funds.
- Give financial/ Investment advisory service Attachment
National Service Officer
All-Time Capital Limited
01.2013 - 01.2014
- Analyst for Marketing and Business Development, MY marketing target of GHS 5 million at All-time Capital Limited during the end-of-year appraisal was exceeded.
- As Relationship Manager, I advise clients on investment and financial trends.
- As a Relationship manager,sign up more clients in addition to the existing clients.
- In 2015, I played an active role in a four-member team to develop a corporate Social Responsibility plan for the Company and we donated books to deprived schools.
- I exceeded my target and helped grow All-Time Capital’s Mutual fund.
- Within the period 2011-2012 as an attachment personnel, I was able to add new clients to, (Obuasi Branch) in addition to their existing client
Barclays Bank Limited, OBUASI
06.2012 - 08.2012
- Opening of Accounts.
- Checking Balance and General Operations.
Graduate Trainee
Barclays Bank Limited, OBUASI
07.2011 - 08.2011
- Opening of Accounts.
- Checking Balance and General Operations.
- Supported project teams with thorough research, contributing valuable insights that informed decision-making processes.
- Evaluated customer needs and feedback to drive product and service improvements.
- Organized and maintained records.
- Used company reports to analyze sales, gross profit, and inventory activity.
Graduate Trainee
AngloGold Ashanti Limited
06.2011 - 07.2011
- Monitoring production.
- Analyzing the production of Gold on a daily basis.
- Organized and detail-oriented with a strong work ethic.
- Resolved problems, improved operations, and provided exceptional service.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Education
Master of Science - Development Finance
UNIVERSITY OF GHANA
ACCRA06.2017
Some College (No Degree) - Investments And Securities
GHANA SECURITIES AND EXCHANGE COMMISSION
ACCRAB.A - Social Sciences (Economics And Sociology)
UNIVERSITY OF CAPE COAST
CAPE COAST05.2013
Skills
- Microsoft Office (Word, Excel, Outlook)
- Administrative
- Analyst
- Business Development
- Financial statement analysis
- Marketing
- Effective customer communication
- Time management
Accomplishments
- Customer KYC (Know Your Customer) /Anti money Laundering,
- Accounting for non-Accounting Staff.
- Master Class Intensive: Next Level Leadership.
Certification
Accounting for non-accounting staff
Timeline
SCHEDULE (Relationship Manager)
ALLTIME CAPITAL LIMITED
08.2014 - 08.2019
Finance /Marketing Analyst
NATIONAL SERVICE, ALL-TIME CAPITAL LIMITED
09.2013 - 07.2014
National Service Officer
All-Time Capital Limited
01.2013 - 01.2014
Barclays Bank Limited, OBUASI
06.2012 - 08.2012
Graduate Trainee
Barclays Bank Limited, OBUASI
07.2011 - 08.2011
Graduate Trainee
AngloGold Ashanti Limited
06.2011 - 07.2011
Master of Science - Development Finance
UNIVERSITY OF GHANA
Some College (No Degree) - Investments And Securities
GHANA SECURITIES AND EXCHANGE COMMISSION
B.A - Social Sciences (Economics And Sociology)
UNIVERSITY OF CAPE COAST
Accounting for non-accounting staff
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