Summary
Overview
Work History
Education
Skills
Interests
Achievements
Timeline
Generic
Kgomotso Innocentia Shabalala

Kgomotso Innocentia Shabalala

Team Leader
Windsor West

Summary

Sales Consultant with a banking career built on client relationship management, branch sales growth, and disciplined service delivery. Drove monthly sales from R700 000 to R3 300 000 in four months while supporting a branch that rose from rank 46 to rank 3 nationally. Brings strong financial services knowledge, persuasive client engagement, and commercial focus to convert opportunities into revenue.

Overview

2
2
Languages
22
22
years of professional experience

Work History

Team Leader

First National Bank
05.2018 - 06.2024
  • Developed strategy for team to achieve goals
  • Provide any training that team members need
  • Communicate clear instructions to team members
  • Listen to team members' feedback
  • Monitored team participation in training to assess application and identify additional training needs
  • Manage the flow of day-to-day operations
  • Created reports to inform company of team progress
  • Distribute reports to the appropriate personnel
  • Occupation : Private Banking and Advisory Manager

Branch Manager

African Bank
Hillbrow, Johannesburg, Gauteng
11.2013 - 07.2017
  • Led cross-functional teams to enhance customer service and operational efficiency.
  • Developed training programs to improve staff performance and adherence to policies.
  • Implemented process improvements that streamlined workflows and reduced errors.
  • Analyzed performance metrics to drive strategic decision-making and resource allocation.

Branch Manager

Monystar Financial Service
Johannesburg, Gauteng
07.2012 - 03.2013
  • Reason for leaving: Company was sold and we were retrenched.
  • Directed branch operations to enhance customer service quality and operational efficiency.
  • Implemented strategic marketing initiatives to drive loan portfolio growth and increase market share.
  • Mentored staff on compliance standards, improving adherence to regulatory requirements across all branches.

Branch Manager

Real People
Roodepoort, Gauteng
08.2011 - 06.2012
  • Directed branch operations, ensuring compliance with regulatory standards and company policies.
  • Implemented strategic initiatives to enhance customer service and operational efficiency.
  • Mentored and trained staff on best practices for sales and customer engagement.
  • Analyzed financial reports to identify trends and drive informed decision-making.

Internal sales consultant

Real People
Randburg, Gauteng
06.2007 - 02.2008
  • Reason for leaving : Excessive traveling
  • Developed strong client relationships through effective communication and personalized service delivery.
  • Analyzed customer needs to recommend suitable product solutions, enhancing customer satisfaction.
  • Conducted product demonstrations and presentations to highlight features and benefits to clients.

Receptionist

Selepe, Keet Attorneys
Johannesburg, Gauteng
04.2007 - 07.2007
  • Reason for leaving: Temporary position
  • Managed front desk operations, ensuring efficient handling of incoming calls and visitor inquiries.
  • Coordinated scheduling for attorneys, optimizing appointment management to enhance client service.
  • Maintained accurate filing systems and documentation for legal correspondence and case management.

Financial Advisor / counter representative

Metropolitan Group Schemes
Kimberley
01.2004 - 02.2007
  • Reason for leaving : Relocating to Johannesburg
  • Developed customized financial plans to meet client objectives and risk tolerance.
  • Analyzed market trends to provide informed investment recommendations for clients.
  • Cultivated long-term relationships with clients through regular communication and personalized service.

Sales Consultant

African Bank
Kimberley
01.2002 - 12.2003
  • Reason for leaving : Career growth
  • Developed tailored financial solutions to meet diverse client needs.
  • Facilitated client onboarding processes, ensuring compliance with regulatory standards.
  • Analyzed market trends to identify new sales opportunities and strategies.

Education

Bachelor of Commerce Honours (NQF Level 8) -

Regent Business School
Durban, South Africa
12-2018

Bachelor Business Administration Honours (NQF Level 8) -

Management College of Southern Africa
Durban, South Africa
12-2017

Bachelor Business Administration (NQF Level 7) -

Management College of Southern Africa
Durban, South Africa
12-2016

Further Education and Training Certificate in Banking -

Bank Seta
Johannesburg, South Africa
01-2016

Higher Certificate in Business Management -

Regenesys Business College
Rosebank, South Africa
01-2015

National Certificate: Financial Services (Wealth Management) (NQF Level 4) -

Damelin
Kimberley, South Africa
01-2006

Grade 12 - English, Afrikaans, Geography, History and Biology

William Pescod High School
Kimberley
01-2001

Skills

Branch operations management

Team performance monitoring

Staff training

Sales target tracking

Performance reporting

Client relationship management

Customer escalation handling

Sales coaching

Workforce scheduling

Stakeholder communication

KPI dashboard reporting

P&L management

Budget forecasting

Anti-money laundering compliance

FICA compliance

Know your customer procedures

Fraud risk assessment

Credit policy adherence

Service recovery planning

Pipeline forecasting

Performance appraisal

Succession planning

Interests

Reading, Listening to Music and Watching Soccer

Achievements

  • African Bank, (August 2003) Promoted to a silver consultant position based on performance., Metropolitan Group schemes, (December 2004) Best newcomer within the Northern Cape/ Free State region., (April 2005) Metropolitan S.A hero of the month., (December 2005) I was rated second best within the Northern Cape / Free State region., (February 2006) Metropolitan S.A hero of the month., (December 2006) I was rated fourth best within the region., Real People, (August 2007) I was rated top consultant within the country., (September 2007) I was rated top consultant within the country., (July 2007 – December 2007) I was top consultant in the branch., Tumi Luggage Store, (September 2008) Second best consultant, (October 2008) Top Consultant, (November 2008) Top consultant, (December 2008) Second best consultant, (January 2008) Second best consultant, Old Mutual Finance, (October 2009) Top consultant in the country, November 2009) Top consultant in the country, December 2009) Top consultant in the country, Real People
  • 3rd top branch manager in the country for the 2011 / 2012 financial year.
  • Top 5 branch in terms of managing expenses in the 2011 / 2012 financial year.
  • Increased branch PBT by more than 65%, African Bank, Rated 1st in our Region from December 2013 until August 2014, Rated 1st in our Region from Dec 2014 until November 2015, Rated first in our Region for the month of Feb 2015, Branch moved from a R700k sales branch to 2.8 million branch in 2015, 2014 and 2015 highest ranked branch in terms of combating fraud., Oct 2015 Branch upgraded from small to medium branch, Oct 2015 Branch has the lowest Risk in the Region, Oct 2015 Branch rated first in the region and 2nd in the country for reaching and its yearly sales targets., The Methodist Church of Southern African., 2015 Appointed as the Methodist Church of Southern Africa Pimville Circuit Treasurer.

Timeline

Team Leader

First National Bank
05.2018 - 06.2024

Branch Manager

African Bank
11.2013 - 07.2017

Branch Manager

Monystar Financial Service
07.2012 - 03.2013

Branch Manager

Real People
08.2011 - 06.2012

Internal sales consultant

Real People
06.2007 - 02.2008

Receptionist

Selepe, Keet Attorneys
04.2007 - 07.2007

Financial Advisor / counter representative

Metropolitan Group Schemes
01.2004 - 02.2007

Sales Consultant

African Bank
01.2002 - 12.2003

Grade 12 - English, Afrikaans, Geography, History and Biology

William Pescod High School

Bachelor of Commerce Honours (NQF Level 8) -

Regent Business School

Bachelor Business Administration Honours (NQF Level 8) -

Management College of Southern Africa

Bachelor Business Administration (NQF Level 7) -

Management College of Southern Africa

Further Education and Training Certificate in Banking -

Bank Seta

Higher Certificate in Business Management -

Regenesys Business College

National Certificate: Financial Services (Wealth Management) (NQF Level 4) -

Damelin
Kgomotso Innocentia ShabalalaTeam Leader