Akwasi Peprah
The Bronx,NY
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Financial Advisor
New York Life Insurance Co
02.2024 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Hub Manager
Fidelity Bank Ghana Ltd
07.2011 - 12.2023
- Managed hub operations and personnel, including recruiting, training, scheduling, and performance management.
- Developed and implemented operational procedures for efficient workflow.
- Conducted regular staff meetings to ensure team members were informed of changes in policies and procedures.
- Created monthly reports on hub performance metrics such as customer satisfaction scores, delivery times, and order accuracy.
- Resolved customer complaints promptly and professionally.
- Maintained inventory levels by forecasting demand and ordering supplies accordingly.
- Identified opportunities for cost reduction initiatives while maintaining a high level of customer service.
- Collaborated with other departments to coordinate promotional activities that drive sales growth.
- Assisted in developing marketing campaigns targeted at potential customers in the area.
- Inspected work areas and operating equipment and confirmed cleanliness and maintenance.
- Provided leadership support to motivate employees during peak periods of activity.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Created marketing materials and presentations for prospective clients.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Participated in industry events such as conferences and tradeshows to build brand awareness among prospects.
Loan Officer
First Allied Savings & Loans Ltd
02.2007 - 05.2011
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Counseled clients on debt management and repayment plans.
- Negotiated terms and conditions of loan contracts.
- Verified accuracy of loan documents prior to approval.
- Assisted in the development of new products and services for loan customers.
Education
MBA - Finance
Kwame Nkrumah University Of Science And Technology
Ghana, West Africa 08-2018
Bachelor of Arts - Economics And Sociology
Kwame Nkrumah University Of Science And Technology
Ghana, West Africa 06-2006
Skills
- Relationship Management
- Stakeholder Management
- Brand Promotion
- Operations Management
- Team Collaboration
- Decision-Making
- Interpersonal Communication
- Customer Service
- Meetings and Reservations
- Product Sales
Certification
- Department of Financial Services License (NYC) - 2024
- Moody's Commercial Credit Mastery Certification
- Retail Banking 1 Certification
- Certificate of Participation "A New Global Engagement" Delaware State University
Timeline
Financial Advisor
New York Life Insurance Co
02.2024 - Current
Hub Manager
Fidelity Bank Ghana Ltd
07.2011 - 12.2023
Loan Officer
First Allied Savings & Loans Ltd
02.2007 - 05.2011
MBA - Finance
Kwame Nkrumah University Of Science And Technology
Bachelor of Arts - Economics And Sociology
Kwame Nkrumah University Of Science And Technology