Koketso Mphotho
Business Development - Retail Investments Specialist at Liberty Life Botswana- Claim this Profile
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Experience
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Liberty Life Botswana
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Botswana
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Insurance
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1 - 100 Employee
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Business Development - Retail Investments Specialist
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Jun 2023 - Present
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Botswana Life
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Botswana
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Insurance
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200 - 300 Employee
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Wealth Manager - Affluent Markets Division
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Apr 2016 - Jun 2023
• Consult clients to qualify them through data collection and fact finding. • Evaluation client’s current. • Recommend financial products solutions offered by Botswana Life i.e. o Advise clients on Sanlam Offshore products. o Advice clients on personal and private life insurance o Advice clients on Buy and sell, key-man assurance and Liability insurance. o Advise clients on Group life assurance products. o Providing tax planning services and long-term retirement annuities. • Review customer financial plans to keep up with ever changing customer needs. Show less
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Fine Brands Botswana
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Botswana
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Food & Beverages
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1 - 100 Employee
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Sales Representative
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Feb 2014 - Mar 2016
• Negotiating rebates with retail clients.• Adhere to call cycles to strengthen existing key account relationships.• Present sales management plans and forecasts.• Do in-store promotions and new products activations.
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Marketing Intern
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Dec 2013 - Jan 2014
• Collecting data and calculate market share • Managing the social media accounts• Website content management• In-store promotions and brand activations • Drawing and updating annual calendar events• Presenting all promotions reports to management • Managing promotional items and stock
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University of Botswana_official
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Botswana
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Higher Education
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100 - 200 Employee
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Research Assistant
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Aug 2013 - Sep 2013
• Going around the country collecting data used to ascertain the level of entrepreneurship activity, and reporting the findings to Global Entrepreneurship based in the U.S.A for inclusion in their global report on entrepreneurship activity which is released every year. • Utilizing the SPSS statistical software for data analysis and reporting • Going around the country collecting data used to ascertain the level of entrepreneurship activity, and reporting the findings to Global Entrepreneurship based in the U.S.A for inclusion in their global report on entrepreneurship activity which is released every year. • Utilizing the SPSS statistical software for data analysis and reporting
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Education
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Google Analytics Academy
Advanced Google Analytics, Data Artificial Intelligence -
Google Analytics Academy
Google Analytics for Beginners, Intelligent Data Collection and Analysis -
University of Florida
Personal and Family Financial Planning, Financial Planning and Services -
SANLAM ACADEMY
DIPLOMA, WEALTH MANAGEMENT -
Botswana Institute of Bankers
Associate Diploma, Banking -
Insurance Academy of Learning
Certificate of Proficiency -
University of Botswana
Bachelor of Business Administration (B.B.A.), Marketing