Experience

Rand Mutual - RMA

• South Africa
• Insurance
• 300 - 400 Employee

• Business Development Manager

  • Sep 2022 - Present



RMB - Rand Merchant Bank

• South Africa
• Banking
• 700 & Above Employee

• Private Wealth Support Banker

  • Aug 2019 - Sep 2022

  Continuously assess own performance, seek timely and clear feedback and request training where appropriate -Assist with profit growth for the business through sales and acquisition of new clients -Support sales through analysis of client portfolio and pro-active client engagement -Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth -Identify sales opportunities and ensure effective management of the leads pipeline -Report on transactional and process activities within set guidelines to provide timely information for decision making -Comply with relevant statutory, legislative, policy and governance requirements -Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information -Address customer needs in order to meet or exceed customer expectations -Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base -Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service -Achieve expected financial targets and uphold associated service levels Show less



Old Mutual South Africa

• South Africa
• Financial Services
• 700 & Above Employee

• OMF Financial Consultant

  • Jan 2019 - Jul 2019

  Resolve all customer queries and request received via voice, email and any other digital platforms efficiently and within agreed Perform Service Standards. Execute First Contact Resolution service approach with every customer interactionEnsure all communications with customers are professional, accurate and via the approved business platformsAccurately record and document all customer interaction on the relevant operating systemsEnsure escalations to the relevant areas are done timeously and customer are kept updated on progress.Achieve KPIs are achieved according to the Service Standards. Ensure an easy, simple and accessible customer experience through educating customers on alternative self-service options available.Ensure expert knowledge of all product features and Standard Operating procedures and processes are relevant and up to date.Manage own development to increase own competencies. Show less

• Senior Financial Advisor

  • Jan 2016 - Jul 2019

  Responsible for the procurement of new businessExpand sales of products and services with existing customers