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Customer Relations Financial Services

Location:
Accra, Greater Accra, Ghana
Posted:
December 12, 2023

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Resume:

DZIDEFO YAO BANSAH

(MARKETING, CUSTOMER RELATIONS, AND ACCOUNTING)

PROFILE

A self-motivated person with over 10 years of demonstrated experience in Direct Sales, Customer Relations, Data Collection and Entry, and Marketing Coordination. Skilled at multitasking, teamwork, and target- oriented, always capable of meeting expectations. Currently seeking an opportunity to leverage qualifications, experience, and skills in current global marketing trends and strategy, customer relations, finance/investment analysis, and drive business productivity. WORK EXPERIENCE

2018 M.S.M.E Development Team Member

To Date Ministry of Trade and Industry – Ghana

• Drafted Memos, Organized stakeholder meetings, and takes minutes.

• Wrote reports/speeches organized and presented at meetings and workshops.

• Collected data on MSMEs to inform policy.

• Developed PowerPoints presentations on the various subject matter.

• Monitoring and Evaluation of BRCs, MSMEs, and other projects.

• Performed any other duties assigned by the Team Leader. 2016 to Financial Services Officer & Supervisor

2018 The BEIGE Bank (Now CBG Ghana Ltd.)

• Achieved more than 80% of monthly target by prospecting potential clients for account opening, investment, and insurance.

• Handled customer complaints thereby ensuring 100% satisfaction.

• Convinced potential customers through marketing and excellent presentation of financial services products.

• Mobilized daily deposit (DDs) and fixed-term deposits (FTDs), achieving target (80% and above).

Aug - Nov Field Sales Officer/Customer Services Officer 2016 Direct Savings and Loans Ltd.

• Met target through marketing and sales of financial services (Loans and Investment).

• Processed loan requests for customers and ensured their satisfaction.

• Conducted customer visits and educated them on company's products and services to their understanding.

2015 to Assistant Consultant

2016 DEQ Consult Ltd. (Account, Audit, and Taxation)

• Reconciled financial accounts and maintained spreadsheets daily.

• Received and processed all invoices, expense forms, and requested payment.

• Managed daily emails and ensured standards are met, leading to excellent customer service delivery.

• Verified calculations workings with the accounting system (Pastel Accounting), thereby minimizing possible mistakes in the final report.

• Managed petty cash transactions and prepared payment advice to the client on SSNIT, PAYEE, Income tax, and Withholding Tax, leading to on-time delivery of customer requests.

• Processed SSNIT, PAYEE, Income tax, and Withholding Tax of client. Jan - June Account Officer

2015 Wilkason’s Group of Companies

• Account Bookkeeping controlled and managed all Wilkason’s business bank accounts.

CONTACT

TEL:

+233*********

+233*********

EMAIL:

• courageyaobansah@y

ahoo.com

• saintban2201@gmaiil

.com

LOCATION:

• Accra – Ghana

CONTACT ADDRESS:

C/O Berean Baptist Church

P.O. Box AN 6799 Accra-

North.

EDUCATION

2023-2024 – In Progress

• MSc. International

Business

University of Ghana

Business School (UGBS)

Legon-Accra

2005 - 2009

• BSc. in Marketing

University of Professional

Studies Accra (UPSA)-

Ghana

2002 – 2004

• S.S.C.E Certificate

in Business

Ebenezer Senior High

School Dansoman

OTHER EDUCATIONAL

AND PROFESSIONAL

CERTIFICATION

September 2017

• Diploma in

Accounting and

Business

Association of Certified

Chartered Accountants

(ACCA) - UK

Dec-2010 and Jan-2021

• Ghana Stock

Exchange Securities

Certification

Participated in and passed

the following courses:

. Introduction to Investment

. Corporate Finance

. Investment Analysis and

Portfolio Management

. Fundamentals of Finance

and Financial Market

• Mobilized funds from debtors as per target for each month, ensuring that at least 100% of the target is achieved

• Prepared financial statements and submitted a report to the Executive Director on time.

• Prepared office payroll structure and workings.

June - Dec Market Entry Associate Intern

2014 L.B.C Africa Consult Ltd.

• Researched on company's products and services and submitted a detailed report on time.

• Verified market data collected and coordinated travel arrangements for the client.

• Prepared appointments and agendas for expatriate businesspersons who visit.

• Scheduled an appointment for the client with targeted companies and prepared their detailed agendas.

2011 Shift Manager and Marketing Coordinator

2014 Masco Foods Limited (KFC Restaurant)

• Managed restaurant (in charge of cashiers and back office, cash tales, stock taking, and service delivery), ensuring 100% sales target at the end of each period.

• Managed the cash impress system, prepared, and finalized daily reports to head office on time.

• Ensured excellent customer satisfaction by promptly attending to a customer complaint.

• Managed promotion strategy and product development (product pricing, development, and distribution of broachers and fliers, organizing marketing campaigns).

• Ensured product is prepared and delivered to the client on time 2009 National Service-Teacher (Social Studies, Math & English) 2010 S.D.A Junior High School (Apesika - Brong Ahafo Region)

• Tutored students in Social Studies, English, and Mathematics.

• Ensured pupils develop an interest in learning Social Studies and English subjects.

REFEREES

Mr. Rockson Opare-Boateng

Assistant Registrar

Rev. Samuel Frank Odonkor

Pastor – Berean Baptist Church

University of Professional Studies Accra

P.O. Box LG 149, Legon-Accra

Email: ad1wro@r.postjobfree.com

P. O. Box AN 6799, Accra/North

Email: ad1wro@r.postjobfree.com

Tel: +233 – 024*******/

Tel: +233 – 026******* 023*******

Mr. Daniel Kofi Quampah - Managing Partner Brio Chartered Accountants P. O. Box GP 8939, GH Accra-North Kaneshie Industrial Area Email: ad1wro@r.postjobfree.com

Tel: +233 - 020*******/054*******

I Bansah Yao Dzidefo certify that the information provided above is correct to the best of my knowledge.

Dated August 2023

. Securities Trading &

Invenstment Advisory

Techniques

. Legal & Regulatory

Framework and Supervision

SKILLS

• Microsoft Office Suite

• Report and Minutes

writing

• Coordinating

Meetings

• Handling

Correspondence

• License Driver

EXPERTISE

• Marketing

• Customer Services

• Direct Sales

• Teamwork

CONFERENCES AND

WORKSHOPS

. Professionalism and

Excellence in Banking

Training – The BEIGE

Bank, Sep-Nov 2018

. Safety at the workplace

L’AINE Office complex

Training - 29th July 2011

. Understanding the Basics

of Investment, a SIFE-

IPS/Databank Investment

Forum - 18th May 2006

. Standard practical first aid

Ghana Red Cross Society

Training - 5th Aug 2011

LANGUAGE

English, Ewe, Twi, Ga

INTEREST

• Football

• Reading News

• Music

• Movies



Contact this candidate