Business Development Client Service
Resume:
DAVID NUERTEY TETTEH
Financial & Business Consultant
******************@*****.*** +233********* Greater-Accra (Ghana) Profile
A seasoned business professional with a versatile skill set spanning Marketing, Accounting, Finance, Taxation, Investment, Business Development, Sales, Relationship and Client Service. With a track record of achieving measurable results and driving business growth, I offer a comprehensive blend of financial expertise, strategic vision, and client-focused solutions.
Employment
Relationship & Marketing Officer Jan 2024 - Present ACCESS BANK(GHANA)-BUSINESS BANKING GROUP
Cultivate and maintain strong relationships with existing clients, ensuring high levels of customer satisfaction and loyalty. Prepare detailed reports and presentations on MPR, Commission & Fees, and Key deals to support business development initiatives. Track and report on sales performance metrics to ensure alignment with marketing strategies.
Increased the bank's revenue by 50% with Deposits, FX transactions, NRFF, and Risk Assets.
Calls customers daily to Confirm their Cheques for payment and prepares daily report for Business and Cluster Head. Conducts Transaction & Enhanced Due Diligence for customers to expedite their transaction and work process.
Develop and execute brand positioning strategies to strengthen brand equity and market presence.
Ensure all marketing activities comply with relevant laws and regulations.
Train and mentor junior marketing team members, providing guidance and support for their professional development. Collect and analyze customer feedback to gain insights into client. Personal details
linkedin.com/in/david-
nuertey-tetteh-574b28181
Education
Investment Analysis, Wealth
& Portfolio Management
(LDM)
GHANA INVESTMENT AND
SECURITIES INSTITUTE
Apr 2024 - Present
Master of Business
Administration (MBA)
KWAME NKRUMAH UNIVERSITY
OF SCIENCE & TECHNOLOGY.
(KNUST), GHANA
Oct 2022 - Dec 2024
Chartered Accountant (CA)
Program-Level 2
INSTITUTE OF CHARTERED
ACCOUNTANTS,GHANA
Apr 2023 - Present
Bsc.Administration
(Accounting)
UNIVERSITY OF GHANA
Sep 2016 - Jul 2020
Skills
Microsoft Office Suit
Analytical skills
Accounting and Investment
Software(Tally,Quick books,
and TBIMS)
Financial analysis and
reporting
Financial & Investment Advisor Jan 2022 - Dec 2023 TRUZT VENTURE PARTNERS, GREATER ACCRA
Assessed companies dealing with difficulties to identify possible corrective strategies based on financial and operational data. Managed, tracked, and monitored financial updates, watch lists and business startup files.
Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts. Developed and deepened client relationships to cement profitable partnerships.
Promoted successful investment plans with well-organized and smooth presentations.
Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
Reviewed financial reports and streamlined operations to increase productivity and company profits.
Led meetings with directors to analyze spending and financials Investment Banking Analyst Oct 2020 - Sep 2021
STANDARD CHARTERED BANK, GHANA
Created and maintained precise and accurate models, charts, and reports(EOD,FIFI,SUSPENSE ACCOUNT).
Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses. Maintained close watch on financial and operational performance of different funds(TREASURY BILLS,BONDS) and made proactive adjustments to keep portfolios in conformance with plans. Performed duties in accordance with all applicable standards, policies and regulatory guidelines from Bank of Ghana to promote safe working environment.
Developed and implemented the End of Day CSD REPORT and plans to promote continuous improvement.
Identified issues, analyzed information and provided solutions to problems on Suspense Account.
Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork. Financial statement review
Account Reconciliation
Negotiation
Good listening skills
Team-building
Data Collection & Research
Trading operation
management
Languages
English
References
References available upon
request.
Qualities
Accounting and Finance
Investment
Business Development and
Sales
Client Relationship
Management
Project Management
Market Research
Public Speaker
Adaptability.
Offered friendly and efficient service to all customers, handled challenging situations with ease.
Loading of Deals(TREASURY BILLS AND REDISCOUNTS) in EOPS for Settlement.
Preparing Treasury bill template for booking of deals. Conducted detailed investment analysis, calculations and reports. Business Development Officer Jan 2020 - Dec 2020
HMI MANAGEMENT SERVICES, GREATER ACCRA
Conduct thorough market research to identify potential clients, market trends, and emerging opportunities
Develop an in-depth understanding of the company's products or services to effectively communicate their value proposition to clients. Opened 100 plus Unit trust accounts for individuals, students and stakeholders and provided insight of the product.
Finance Associate Jan 2019 - Dec 2019
DATABANK FINANCIAL SERVICES, GREATER ACCRA
Proficient in Utilizing Databank Suite for Streamlined Cheque Writing and Printing
Expertise in Cash Book Reconciliation and Ghana Revenue Authority Compliance, including Withholding Tax and VAT Return Filings. Proficient in Maintaining Accurate Cash Book and Bank Reconciliation Statements, with a Strong Track Record in Document Filing (DAMSEL, DFS OPS, SHARES) and Facilitating Inter-Fund Transfers (from EDIFUND to MFUND, ARKFUND, BFUND, EPACK)."
Manage relationships with vendors and suppliers, negotiating terms and resolving payment issues when necessary.
Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders. Assisting with the preparation of operating budgets, financial statements, and reports.
Extracurricular activities
National Forum & Programs Director Aug 2023 - Present YOUNG INVESTORS NETWORK, GREATER ACCRA
Organizes a financial and Investment Forum for all SHS and Tertiary students in the Greater Accra, Ashanti, Volta, Central, Eastern, Western, and Northern Regions.
Team Lead Aug 2023 - Present
YIN FUND (IC SECURITIES), GREATER ACCRA
Leads the initiative to facilitate the opening of 100+ investment accounts for every tertiary student in Ghana with IC Securities.
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