Nelson Ohene

Top producing Mortgage Advisor nationally, primarily covering the Greater Toronto Area. Over 550MM in funding volume to date. -Strengthen market reach by developing a recurring referral network with internal stakeholders and trusted COIs, consistently capturing agreements from high-level corporate clients and industry leaders. -Drive more than $550M in mortgage fundings by building trusted client relationships, mastering complex negotiations, and turning high-volume targets into consistent wins across the Greater Toronto market. -Build deep client loyalty by exceeding expectations and delivering outcomes that align with their financial ambitions, earning a 96% referral rate from clients who strongly endorse my service experience. -Earn client trust and repeat business by securing below-market rates on 92% of funded deals through precise rate negotiation and proactive collaboration with the pricing team. -Partnering with all areas of the Bank including Private Wealth Management, Imperial Service, and Commercial Banking to ensure clients are fully franchised within the Institution. -Safeguard organizational and client interests by ensuring all mortgage transactions comply with evolving lending standards through close collaboration with underwriting and compliance units.

-Directed financial outcomes for 750+ clients (200MM assets under management) by aligning investment and lending options with individual goals, driving progress and client satisfaction. -Transformed complex financial concepts, such as market shifts, inflation, taxes, and retirement planning into actionable insights that guided clients toward sustainable financial growth. -Drove profitability and client trust by designing customized financial arrangements for high-net-worth individuals and entrepreneurs through negotiation and pricing insight. -Orchestrated collaboration among Wealth Management, Estate, and Customer Contact units to reduce response times, simplify processes, and raise client satisfaction benchmarks. -Turned new business opportunities into repeatable growth by developing relationships that converted prospects into top clients. -Designed personalized financial roadmaps by evaluating each client’s income, assets, and goals, helping them stay financially balanced while building long-term retirement security.

Start-up sports training and recruitment agency -Cultivated profitable partnerships through negotiation, bringing in $80K+ in sponsorship deals that expanded brand reach and strengthened financial sustainability. -Finalized partnership contracts that deepened alliances, strengthened brand positioning, and unlocked new joint opportunities. -Turned every partnership into a performance multiplier by maintaining consistent alignment, shared goals, and tangible outcomes that advanced OPSM’s growth strategy.

-Earned client trust through reliability and results, turning first-time engagements into lasting partnerships and steady referrals. -Advised clients on financial products from mortgages and credit lines to GICs, delivering tailored solutions that met individual goals and boosted portfolio performance. -Guided clients through digital banking tools and assisted with onboarding and troubleshooting.

-Recognized as a Top 10 Account Executive for driving high-volume sales across multi-channel products including TV, internet, mobility, and enterprise communication services. -Elevated sales performance by aligning product recommendations with customer priorities, leading to stronger attachment rates. -Captured new revenue streams by selling advanced connectivity and communication solutions to diverse client segments, from enterprises to everyday consumers. -Guided customers through new activations and renewals, tailoring plan options and add-ons to maximize value and satisfaction.

-Activating phones for new and renewing customers while choosing the best plans and add-ons for each account holder -Pricing and completing inventory checks for the department -Selling protection plans and accessories to our valued customers -Building lasting relationships with clients in order to generate recurring business

Marketing a wide variety of products and services to the general public.