George Hill

• Deliver exceptional experience and education to Private Wealth and RMB clients on wealth creation, accumulation, and protection tactics
• Identify local and offshore fiduciary opportunities and advise on client philanthropy
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation
• Identify and utilize opportunities for revenue growth to deliver on sales targets
• Provide appropriate banking and financial solutions across an allocated portfolio of clients
• Develop, encourage, and nurture collaborative relationships across the First Rand Group (FRG)
• Ensure compliance with legislative and audit requirements and adherence to relevant processes
• Conduct client reviews within the context of client engagements and market all financial services solutions within the relevant business offering
• Deliver customer experience excellence aligned to organizational values and service standards
• Prevent wastage and identify process improvements to contain and reduce costs
• Achieve revenue and profit targets by growing portfolio base and providing independent holistic advice and solutions
• Assist with profit growth for the business through effective management of the leads pipeline
• Produce consistently high-quality outputs within agreed deadlines

Achievements:

• Achieved revenue targets consistently, contributing to the overall profitability of the business
• Successfully managed a portfolio of high-net-worth clients, ensuring high levels of client satisfaction and retention
• Identified and closed significant fiduciary opportunities, enhancing client relationships and trust
• Service Award for most youth accounts sold for Q1 2025
• Projected 4.14 out of 5 on the annual scorecard for 2025
• Surpassed annual target for Fusion accounts, Spousal accounts, youth accounts, and residential lending by 120% or more

• Proactively grew the balance sheets of clients by delivering exceptional financial advice and integrated solutions to clients on their wealth creation, accumulation, and overall protection needs
• Conduct Financial Needs Analyses: Understand clients' financial situations, goals, and risk tolerance to develop tailored financial plans
• Provide Financial Planning Advice: Offer guidance on investments, insurance, retirement planning, and other financial matters
• Recommend Products and Services: Suggest appropriate Liberty Life products and services to meet clients' needs
• Build and Maintain Client Relationships: Establish strong, long-term relationships with clients based on trust and mutual respect
• Achieve Sales Targets: Meet and exceed sales targets set by Liberty Life
• Prospect for New Business: Identify and generate leads to secure new clients
• Stay Updated: Keep abreast of industry trends, product knowledge, and regulatory changes

Achievements:

• Maintained high client retention rates through excellent relationship management and service delivery

• As a part of the station's Management Committee, the role entailed drafting and implementing the station's sales strategy and participating in the management of the operational aspects of the station in addition to being responsible for achieving the net income return for the local commercial radio station from advertising sales and sponsorship
• Drafted and implemented the station's sales strategy
• Managed operational aspects and achieved net income targets from advertising sales and sponsorship
• Conducted on-campus events and activations for corporate clients

Achievements:

• Signed three of the largest student accommodation providers for activations during the University of Pretoria’s registration week, resulting in high client satisfaction and repeat business
• Exceeded monthly sales targets for the period January to March 2023, accounting for 45% of the individual annual sales target

• Responsible for selling memberships and marketing products, facilities, and services to the public by achieving a specific monthly new member sales target as well as supporting general member satisfaction and retention
• Sold memberships and marketed products, facilities, and services
• Conducted outreach events and promotions
• Achieved and exceeded sales targets

Achievements:

• Promoted to Senior Sales Consultant within the first four months due to consistently exceeding individual sales targets by 120%

• Ensured that individual (minimum of 40 new members achieved) and club sales goals, share of budget, are achieved monthly by promoting and marketing
• Promoted and marketed Virgin Active services
• Generated new leads and achieved sales targets
• Conducted service calls to increase sales referrals

Achievements:

• Met 100% post-lockdown sales targets despite challenging market conditions and weak consumer demand

• Company Overview: Founded HCS Refrigeration, the company specializes in the maintenance and installation of refrigeration and air-conditioning systems in the Gauteng area
• Specialized in the maintenance and installation of refrigeration and air conditioning systems
• Managed daily operations, sales, and customer retention
• Founded HCS Refrigeration, the company specializes in the maintenance and installation of refrigeration and air-conditioning systems in the Gauteng area

Achievements:

• Successfully established and grew the business, securing a steady client base and maintaining high service standards

• Co-managed a portfolio of 300 households of affluent & high-net-worth clients with an average net worth of R50 million
• Responsible for identifying cross-selling opportunities and closing them via email or telephonically
• Closed sales of new-to-bank walk-in clients
• Consulted with clients regarding financial requirements and recommended products and services based upon concluding their needs analysis
• Develop new business by interacting with external resources and informing about changing market conditions
• Prepare customer base by servicing existing clients and cross-selling products such as Offshore Banking and Forex solutions
• Evaluate financial information and provide financial advice (financial and estate planning, investments transactional solutions for both personal and business means) and credit needs of all customers
• Supervise bank operations suitably to include personal banking relations, client service operations, and problem resolution

Achievements:

• Consistently identified and closed cross-selling opportunities, contributing to the growth of the client portfolio
• Maintained high levels of client satisfaction through personalized financial advice and solutions

• Duties consisted of cold calling and selling ABSA credit card products, with a target of 8 credit applications per day and achieved 10
• Participated in the team that launched the Avios and British Airways credit cards in 2013
• Assisted business analysts with systems testing for upgrades to online application systems

Achievements:

• Played a key role in the successful launch of Avios and British Airways credit cards, achieving 108% of the sales target
• Consistently exceeded daily credit application targets

• Tasked with taking approximately 100 inbound calls per day and assisting clients with various queries, ranging from statement requests, reconciliations, and interest calculations, debit order disputes as well as the retention of clients wanting to close their accounts
• Assisted customers with general inquiries relating to credit card products and services
• Updated amendments and completed fields on the CAMS computer system
• Submitted transactions and confirmed receipt thereof for adjustments to be made, and transferal of credit balances on upgraded accounts
• Assisted in monitoring the progress of disputed transactions by the prescribed time frame

Achievements:

• Passed 100% of audits related to call quality and client satisfaction surveys with an average score of 98 points out of 100

• Responsible for processing 100 payments for claimants and panel attorneys as well as assessors, medical and actuarial experts
• Processed claims payments and prepared authorization reports
• Ensured accuracy and completeness of documentation for payments

Achievements:

• Passed 100% of audits related to call quality and client satisfaction surveys with an average score of 98 out of 100