Regina Ali
Worcester
Summary
Analytical and results-driven finance professional with a strong foundation in Pension funds management, financial analysis, and strategic decision-making. Proven ability to build and maintain client relationships, conduct financial modeling, and assess investment opportunities. Currently pursuing an MBA in Analytics at Worcester Polytechnic Institute, with a focus on integrating data-driven insights into investment strategies. Adept at working under pressure, managing multiple tasks, and delivering high-quality financial solutions.
Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Overview
9
9
years of professional experience
Work History
Corporation Relationship Manager
Axis Pension Trust
09.2021 - 01.2025
- Implemented client engagement strategies, conducted regular check-ins, and organized informative workshops on pension planning enhancing client engagement and retention in a competitive market and increasing client overall satisfaction
- Conducted thorough portfolio reviews, identified areas for improvement, and recommended strategic adjustments aligned with clients' financial goals to outperform the market benchmarks
- Implemented a robust compliance management system and ensured strict adherence to regulatory compliance standards in pension fund management
- Initiated regular cross-functional meetings, fostering open communication between departments, and introduced a client feedback mechanism to address concerns promptly and reduce response time for client inquiries
- Developed and implemented financial education programs, including seminars, to empower clients with a better understanding of their pension plans and investment options
- Identified risks and conducted risk assessments, implemented risk mitigation strategies and ensured proactive communication with clients regarding potential market fluctuations
Pension Advisor
Axis Pension Trust
02.2018 - 08.2021
- Conducted in-depth client consultations to understand their financial goals and retirement aspirations
- Provided expert guidance on retirement planning, emphasizing optimal investment strategies aligned with clients' risk tolerance and financial objectives
- Educated clients on investment options within their pension plans, facilitating informed decision-making for long-term financial security
- Kept clients informed about regulatory changes impacting their pension plans and implemented adjustments to maintain compliance
- Conducted educational seminars and workshops to enhance clients' understanding of pension benefits, investment options, and retirement planning strategies
- Addressed client inquiries promptly and provided effective solutions to concerns related to pension plans or investment portfolios
Teaching Assistant
University for Development, School of Business
02.2016 - 08.2017
- Conducted tutorial sessions, providing additional support to students to reinforce lecture materials
- Facilitated discussions, answered student queries, and offered clarifications to ensure a comprehensive understanding of course content
- Provided constructive feedback to students, identifying areas of improvement and recognizing strong performance
- Assisted faculty in research projects, conducting literature reviews, data analysis, and other research related tasks
- Supervised students research projects, guiding their methodology, data collection, and project analysis
Education
MBA - Analytics
Worcester Polytechnic Institute
Worcester, MA12-2026
MPhil. - Finance
Kwame Nkrumah University of Science And Technology
Kumasi, Ghana11-2019
BSc. - Commerce (Finance)
University For Development Studies
Wa, Ghana07.2016
Skills
- Proficient with Microsoft Office suite
- Interpersonal skills
- Communication skills
- Customer service
- Ability to work under less supervision
- Analytical skills
- Ability to meet deadlines
- Fast learner
- Data Analysis
- SQL (Beginner)
Timeline
Corporation Relationship Manager
Axis Pension Trust
09.2021 - 01.2025
Pension Advisor
Axis Pension Trust
02.2018 - 08.2021
Teaching Assistant
University for Development, School of Business
02.2016 - 08.2017
MBA - Analytics
Worcester Polytechnic Institute
MPhil. - Finance
Kwame Nkrumah University of Science And Technology
BSc. - Commerce (Finance)
University For Development Studies
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