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
2035
2035
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
Postgraduate Diploma in Business Administration
University of Witwatersrand
Johannesburg NQF6 Diploma - banking
University of Johannesburg
01.2014 - 04.2018
NQF7 Advanced diploma - undefined
University of Johannesburg
01.2019 - 04.2023
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
Postgraduate Diploma in Business Administration
University of Witwatersrand