Gilles Pone

Client relationship and portfolio management professional with 10 years of experience, including 6 years in portfolio development and strategic account management in high-performance banking environments. Skilled in client acquisition, retention, and advisory on financial products and services through both in-person and remote interactions. Built a portfolio from 0 to over 1,300 active clients, generating more than CAD 576,000 in profit in 2025. Led a process improvement initiative that reduced account opening time by over 4 minutes, generating estimated operational savings of over CAD 4,000 per day. Engineering background with strong analytical and project management skills. Currently preparing for the Canadian Securities Course (CSC) to strengthen expertise in Canadian financial services.

Client Advisor / Financial Analyst / Business Portfolio Manager at Afriland First Bank (2021-10 – 2026-01)

Managed a diversified client portfolio providing strategic financial advice and follow-ups, contributing to over CAD 576,000 in profit in 2025.

• Managed a diversified client portfolio of 1,350+ clients (40% retail, 50% SMEs, 10% large enterprises), providing strategic financial advice and follow-ups, contributing to over CAD 576,000 in profit in 2025.
• Analyzed, structured, and financed corporate projects in healthcare (CAD 3,459,330), construction (CAD 5,609,990), education (CAD 2,430,571), industry (CAD 7,142,857), mining (CAD 587,984), and services/trade (CAD 2,849,009).
• Prepared and monitored business plans to support client growth, cash flow management, and financial performance.
• Led a process improvement initiative reducing account opening time by over 4 minutes, generating operational savings exceeding CAD 4,000/day.
• Drove business development and cross-selling of banking products tailored to client needs.
• Contributed to the branch achieving the top national ranking among 98 branches, recognized for exceptional client portfolio performance.
• Managed SME banking operations, including international import transfers totaling CAD 12,619,048 across 30+ transactions.
• Oversaw daily banking operations, including ATM cash management and issuance of deposit certificates.
• Implemented client retention strategies and optimized CRM processes for enhanced client satisfaction.
• Collaborated with internal teams to ensure high-quality financial services and continuous portfolio growth.

Study Engineer / Project Analyst at Afriland First Bank (2021-04 – 2021-10)

Conducted market and financial studies, including financing analysis and market surveys.

• Conducted market and financial studies, including financing analysis for industrial equipment manufacturers and a market survey on palm oil producers involving 108 stakeholders across various sectors.
• Executed projects such as financial rating of companies based on financial statements, sector activity, revenue, and credit score.
• Developed a queue management system for bank branches to optimize customer flow.

Technical Manager at CAMTRACK (2019-03 – 2021-03)

Supervised and trained a team of technicians, managing GPS module configurations and after-sales service.

• Supervised, trained, and scheduled the work of a team of 17 technicians, leading regular team meetings.
• Conducted competitive analysis to improve customer satisfaction and ensure continuous business growth.
• Configured GPS modules (TELTONIKA and others) for vehicle tracking solutions for individual and corporate clients.
• Managed after-sales service and support for a client portfolio of 320 individuals and 26 companies.
• Researched, tested, and validated equipment prior to deployment in customer installations.

Technician at Servitel (2017-01 – 2019-10)

Provided on-call support for video surveillance systems and RFID access management.

• Provided on-call support for monitoring and control of the video surveillance system at Orange Cameroon.
• Managed employee access by configuring RFID access cards for staff members.

Master's Degree (M.Sc.) in Electronics and Applied Computer Science - Electrical Engineering and Industrial Computing – Institut Universitaire de la Côte (2016 – 2018-07)

Professional Bachelor's Degree in Automation and Industrial Computing – Institut Universitaire de la Côte (2014 – 2016-06)

Banking Certification in BEA (Business Excellent Academic) - Banking Module (Financial Analysis) – PKF Institute of Excellence (2020-10 – 2021-04)