CV Profile No.52223

Experience in the following industries :

• Advice, audit, accounting
• Banking, insurance, finance
• Marketing, communication, media

Professional experience

• GENERAL OPERATIONS MANAGER
• GEO MULTI MICRO FINANCE LTD, TARKWA, W/R
• 10.2011 - 10.2013
• - Led my team in building a new Tier2 Multi-finance Corporation to attain breakeven point in one year, expanded total worth by over 400% in 2 years and increased clientele base by an average of 140% per annum (1,250 retail clients in 2 years) - Supervised all departmental operations (Credit, Accounts, Marketing & CS, Investments) - Prepared short to long term Budget & Investment Plan for short and long term Banking Operations - Implemented and enforced banking operational policies - Prepared and reported prudential returns to the Bank of Ghana (BOG) - Prepared and filed monthly, quarterly and annual portfolio reports to Ghana Association of Microfinance Companies (GAMC) - Developed and marketed new Savings, Loan and Investment products to close new clientele - Served on Credit Approval Committee in approving individual and corporate loans - Recruitment and training of staff

• BRANCH MANAGER (REGIONAL)
• McOTTLEY CAPITAL LTD (INVESTMENT BANKING)
• 11.2013 - 03.2015
• - Pioneered and managed a new Regional Branch for the investment bank, raised over GhS12 million (US$3.4 Million) as Funds Under Management (FUM) in 16months. - Developed and managed an investment portfolio for the Western Region of Ghana. - Developed Sales Territory Plan to ensure achievement of branch sales targets and profitability - Worked with Head office to develop a money market product for the geographical region of my branch domain. - Actively participated in customer service delivery through client investment advisory activities - Worked with team to develop proposals that speaks to the client’s needs, concerns, and objectives. - Supervised and managed staff of branch. - Identified training needs and recommend programs for staff capacity building. - Ensured compliance to adopted and established work policies and procedures.

• HEAD OF BUSINESS DEVELOPMENT
• DELTA CAPITAL LTD. (INVESTMENT BANKING), ACCRA
• 04.2015 - 05.2018
• - Pioneered and developed a new market base with asset portfolio of over GhS100 Million (US$24 Million) in Funds Under Management (FUM) and average client retention rate of 89% p.a, Built a Pension Fund Portfolio of GhS 90Million (US$21 Million) in 3 years. - Developed and executed short, medium and long-term strategic market development programs, built key customer relationships to propagate desired expansion objectives. - Structured investment portfolio models for private wealth management clients and funds held in Trust through recommendations and engagement with investment committees & Directors. - Developed and executed sustainable customer retention strategies and programs, to maintained high customer service delivery and output. - Worked with team to develop proposals that speak to client needs, concerns, and objectives - Supervised and managed the Business Development and Marketing Department to achieve set targets on Mobilization, Customer Retention and profitability - Built and mentored a team of Investment Advisors, Business Development Executives and Marketers, identified training needs and recommended programs for staff capacity building - Served on various Management Committees (Investment Committee, Budget Committees, etc)

• MANAGING PARTNER (GHANA)
• CORPORATE CITY SOLUTIONS LTD
• Since 04.2018
• - Advise and structure investment portfolios for high net worth Corporate & Individual Clients - Advise and coordinate activities of foreign partners & companies for Foreign Direct Investments (FDI) and initial setup & operations in Ghana. - Consult for Business Development and Market Development strategy formulation. - Training of workforce in the Financial, Retail, Transportation, Energy, Health, Educational, Public and the Informal sectors. - Forex Market Trading and Treasury management - Manage operations and staff in Ghana office to develop tailor-made solutions to meet client needs whilst ensuring premium customer service delivery.