Open to opportunities

Joshua Anaman

@joshuaanaman

Financial sales executive specializing in cross-border client acquisition, CRM pipeline management, and high-net-worth relationship growth.

Ghana

Message

What I'm looking for

I’m looking for a target-driven financial sales role where I can lead cross-border client acquisition, manage CRM pipelines, and strengthen long-term relationships—using strong KYC discipline and personalized financial reviews to consistently exceed revenue targets.

I’m a target-driven financial sales professional with nearly 3 years of experience specializing in cross-border client acquisition, CRM pipeline management, and long-term relationship management. I adapt quickly to volatile market conditions, build problem-solving financial environments, and consistently work to exceed revenue targets.

In my current role as a Direct Sales Executive at Fidelity Bank Ghana Limited, I identify new viable businesses for onboarding and sell bank products (accounts, cards, and bancassurance policies) to 30+ high-net-worth individuals. Previously at Prudential Life Insurance Ghana, I recommended and sold insurance policies to 40+ customers, and I supported performance through strong client retention and personalized financial reviews—backed by 98% adherence to KYC compliance frameworks while onboarding 50+ prestige customers.

Experience

Work history, roles, and key accomplishments

Current

Direct Sales Executive

Current

Fidelity Bank Ghana Limited

Aug 2025 - Present (10 months)

Identified and onboarded viable businesses and managed ¢10M AUM, selling Fidelity Bank products (accounts, cards, bancassurance) to 30+ HNWIs. Maintained 98% KYC compliance while onboarding 50+ prestige customers.

Client Acquisition KYC Compliance Wealth Management Sales Bancassurance Relationship Management

Financial Consultant

Prudential Life Insurance Ghana

Nov 2023 - May 2025 (1 year 6 months)

Recommended and sold insurance policies (farewell and investment) to 40+ customers through tailored financial advice. Sustained a 97% client retention rate across a ¢1M portfolio via personalized financial reviews and proactive asset allocation.

Insurance Sales Financial Advisory Customer Relationship Management CRM Management Client Retention Financial Planning Asset Allocation KYC Compliance

Service Personnel

Ada College of Education

Nov 2022 - Sep 2023 (10 months)

Taught and graded coursework for 200+ undergraduates, including tests and exams. Organized workshops with colleagues on making disinfectants and sanitizer for student learning.

Teaching Lesson planning Workshop Facilitation Student Support Exam Preparation