Customer Experience Specialist & Account Manager verified_user
Verified experience
EDC Investments Limited
Aug 2016 - May 2019 (2 years 10 months)
- The successful distribution and execution of GHS 11.5m for MTN Ghana’s Initial Public Offering in 2018.
- Assisting clients with financial knowledge and expertise to construct personalized plans to help them achieve financial goals
- I provided B2C support which included but was not limited to, conducting due diligence on mandates, sales, investment advisory and account management
- I also interacted with individual and institutional clients to ensure the quality of trade settlements