Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Ditopa Mahloko

Johannesburg

Summary

Seasoned and results-driven Affluent Business Development Manager with over 10 years of distinguished experience in fostering long-term partnerships with high-net-worth individuals. Proven track record in delivering exceptional private banking services while consistently surpassing revenue targets. Adept at cultivating and managing key client relationships to ensure personalized financial solutions that align with diverse wealth management goals. Demonstrated proficiency in leading cross-functional teams, implementing strategic business development initiatives, and driving operational efficiency.

Overview

18
18
years of professional experience
3
3
Languages

Work History

Regional Business Development Manager

First National Bank (FNB)
09.2022 - Current
  • Develop and execute a comprehensive business development strategy to identify and acquire affluent clients in the region, in alignment with the overall business objectives and targets
  • Managed a team of 75 private advisers, private bankers, analysts and financial planners and ensured adequate training in sales, product knowledge, client communication and systems
  • Conducted thorough market research and analysis to identify opportunities for growth within the affluent client segment and stayed updated on industry trends, competitor activities, and changing client preferences
  • Ensured all client interactions and business development activities comply with regulatory standards and internal risk management policies
  • Prepared regular reports and presentations on key performance indicators for senior management, highlighting progress, challenges, and proposed solutions.

Private Banker/ Private Advisor

First National Bank (FNB)
09.2018 - 08.2022
  • Offered high net-worth client's strategic advice across multiple financial products and services, including structured lending, fiduciary services, and investments
  • Increased investments with polished talks to current and potential investors, skillfully highlighting performance statistics and risk mitigation strategies acquiring investments under management of R30million
  • Stayed within acceptable risk levels by structuring complex and vanilla lending applications furthering the bank's lending portfolio by R40million
  • Leveraged relationship profile activities by collaborating with fiduciary services, wealth management and advisory to ensure clients were adequately solutioned
  • Stayed on top of industry trends, proactively evaluating new product development and potential market impacts.

Priority Banker

ABSA
07.2017 - 08.2018
  • Cultivated and maintained strong, trust-based relationships with affluent clients understanding their financial goals, risk tolerance, and investment preferences
  • Collaborated with internal teams to leverage the bank's products and services to meet clients' financial needs
  • Maintained accurate and up-to-date client records and documentation in accordance with regulatory and bank standards
  • Identified opportunities to cross-sell banking products and services such as credit facilities, mortgage loans, and other financial products that align with clients' financial needs and objectives
  • Educated clients about complex financial products, investment strategies, and market trends to enable them to make informed decisions about their financial future.

Branch Manager

Metropolitan Life
02.2017 - 06.2017
  • Developed and implemented strategies to increase sales and market share within the branch's target area
  • Fostered a customer-centric culture within the branch, ensuring that clients' needs are met effectively and efficiently
  • Monitored the branch's financial performance, including budgeting, revenue targets, and expense management
  • Whilst analyzing financial reports and implementing strategies to improve profitability and cost-effectiveness
  • Identify training needs within the branch and provide or organize relevant training programs for employees to enhance their skills and knowledge
  • Conducted regular performance evaluations for employees, providing constructive feedback and setting performance goals.

Financial Planner

Liberty Life
07.2013 - 01.2017

Service Consultant

Discovery Life
05.2006 - 08.2010

Education

Certification - CFA Level 3 Candidate

CFA Institute
Johannesburg, South Africa

Certification - Advanced Certificate in Financial Planning (NQF6)

Moonstone Business School of Excellence
Johannesburg, South Africa

Bachelor of Commerce (BCom) - Transport Economics

University of South Africa
Johannesburg, South Africa

Certification - Higher Certificate in Wealth Management

Moonstone Business School of Excellence
Johannesburg, South Africa

Certification - Regulatory Examination (RE5)

Financial Planning Institute of Southern Africa
Johannesburg, South Africa

Certification - National Senior Certificate (Matric)

Knowledge Is Virtue Academy
Johannesburg, South Africa

Skills

Business Development

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Accomplishments

Productivity and Time Management.

Private Equity Certificate.

Business, Management and Leadership Fundamentals.

Effective communication skills for business.


Timeline

Regional Business Development Manager

First National Bank (FNB)
09.2022 - Current

Private Banker/ Private Advisor

First National Bank (FNB)
09.2018 - 08.2022

Priority Banker

ABSA
07.2017 - 08.2018

Branch Manager

Metropolitan Life
02.2017 - 06.2017

Financial Planner

Liberty Life
07.2013 - 01.2017

Service Consultant

Discovery Life
05.2006 - 08.2010

Certification - CFA Level 3 Candidate

CFA Institute

Certification - Advanced Certificate in Financial Planning (NQF6)

Moonstone Business School of Excellence

Bachelor of Commerce (BCom) - Transport Economics

University of South Africa

Certification - Higher Certificate in Wealth Management

Moonstone Business School of Excellence

Certification - Regulatory Examination (RE5)

Financial Planning Institute of Southern Africa

Certification - National Senior Certificate (Matric)

Knowledge Is Virtue Academy

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