Brian Erick Munjoma
Finance And Insurance Manager
Summary
A dedicated and customer-oriented professional with a strong passion for delivering exceptional service. Skilled in identifying customer needs, providing relevant solutions, and promoting products with a focus on positive customer experience and satisfaction. Adept at managing customer interactions while optimizing self-service and digital channels to meet organizational goals. Known for ethical conduct, accountability, and commitment to personal and career development.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
7
7
Certifications
Work History
Senior Finance and Insurance Manager
Motus Group
01.2024 - Current
- Consistently provided excellent customer service by identifying and addressing customer needs while promoting product solutions
- Directed customers to appropriate eChannels and self-service solutions, driving digital adoption and increasing channel optimization
- Cross-sold and up-sold products based on individual customer needs, contributing to sales targets
- Adhered to TCF principles, ensuring that customers were treated fairly and ethically throughout all interactions
- Optimized customer interactions to improve efficiency and minimize operational costs
- Met and exceeded customer interaction benchmarks, ensuring a high level of satisfaction and loyalty
- Participated in ongoing training programs to continuously improve product knowledge and customer service skills
- Engaged with customers to understand their needs and recommend appropriate products and solutions
- Promoted the use of eChannels and self-service tools to reduce costs and improve customer convenience
- Provided clear and accurate explanations of products and services to ensure customer understanding
- Worked within the framework of company policies to ensure adherence to legal and regulatory requirements
- Delivered a consistent, high-quality customer experience, building long-term relationships with clients
- Collaborated with team members to improve operational processes and enhance service delivery
Executive Financial Planner
Standard Bank
01.2023 - 12.2024
- Deliver comprehensive wealth management strategies for private wealth clients, focusing on wealth creation, accumulation, and protection tactics
- Provide fiduciary advisory services, including identifying and presenting offshore opportunities and philanthropy solutions to enhance client portfolios
- Conduct client reviews, advise on financial solutions, and market a wide range of banking and investment products to meet diverse client needs
- Build and maintain strong relationships with cross-functional teams to enhance collaboration, work delivery, and innovation across the firm
- Consistently meet and exceed revenue and sales targets by identifying new opportunities and offering tailored financial solutions across an allocated client portfolio
- Drive client retention and entrenchment by delivering personalized financial education and ensuring service excellence aligned with organizational values
- Ensure compliance with all legislative, audit, and regulatory requirements and adhere to company processes and procedures
- Contribute to internal initiatives for process improvement and cost containment, enhancing the overall efficiency and profitability of the business
Education
NQF7 Advanced diploma - undefined
University of Johannesburg
01.2019 - 04.2023
NQF6 Diploma - banking
University of Johannesburg
01.2014 - 04.2018
Matric - undefined
Liberty community School
Skills
Customer Experience & Support
Certification
RE1 Regulatory Examination: FSPs and Key Individuals in all Categories of FSPs, 09/12/22
Personal Information
- ID Number: 9504046480085
- Date of Birth: 04/04/95
Student Number
201422412
Timeline
Senior Finance and Insurance Manager
Motus Group
01.2024 - Current
Executive Financial Planner
Standard Bank
01.2023 - 12.2024
NQF7 Advanced diploma - undefined
University of Johannesburg
01.2019 - 04.2023
NQF6 Diploma - banking
University of Johannesburg
01.2014 - 04.2018
Matric - undefined
Liberty community School
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