Jameel Jappie
Business Banker
Johannesburg
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in Sales, Marketing and Financial Planning.
Overview
16
16
years of professional experience
Work History
Business Banker
FNB BankCity
01.2023 - Current
- Maximized revenue generation through careful assessment of loan applications and diligent follow-up on delinquent accounts.
- Facilitated communication between clients and bank personnel, resolving issues quickly while maintaining client trust.
- Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Offered competitive commercial banking solutions and retail financing options.
- Negotiated favorable loan terms on behalf of clients, contributing to increased client satisfaction rates.
Insurance Sales Consultant
FNB Life BankCity
01.2018 - 01.2023
- Negotiated favorable premium rates with carriers on behalf of clients while maintaining adherence to regulatory guidelines.
- Created customized reports detailing policy features, premium pricing, and coverage comparisons for prospective clients.
- Enhanced team performance through regular collaboration, sharing best practices, and providing constructive feedback to colleagues.
- Assisted clients in navigating policy options based on their individual needs while adhering to company guidelines.
- Conducted thorough risk assessments for clients to ensure appropriate coverage solutions were recommended and implemented.
- Maintained accurate records of all client interactions, policies sold, and commissions earned using CRM software systems.
Professional Services Consultant
PPS
12.2014 - 10.2015
- Assisting clients, Policy knowledge, Process improvement, Systems knowledge, Training of new staff on system use and process, Policy info and client liaising, Face to face consulting, Stakeholder engagement, Review New business pipeline, Issuing of quotations, Dealing with queries and providing information on service issues, Liaising with internal departments on processing issues, Building relationships with internal departments to ensure superior service is offered to clients, Keeping up-to-date with competitor product and service offering and industry developments, Participating in proactive sales and marketing initiatives, Assist Advisors and AM’s with information required regarding policies and benefit explanations, Assist financial advisors with application updates (i.e
- Further information required from clients), Assisting with Advisor Entity Changes, Log escalations to other departments for resolution, Assist back office teams with queries
Financial Advisor
Liberty
08.2014 - 11.2014
- Assisting clients with wealth management and financial planning, Prospect for clients, Conduct a professional FNA, Achieve sales targets as set out by Liberty, Build relationships with clients, Knowledge of products and policy information, Sales and marketing, Advisory and consulting
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
Financial Advisor
Platinum Life
04.2014 - 06.2014
- Assisting clients with wealth management and financial planning, Prospect for clients, Conduct a professional FNA, Achieve sales targets, Build relationships with clients, Knowledge of products and policy information, Sales and marketing, Advisory and consulting
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
Insurance Consultant
Discovery Insure
11.2011 - 03.2013
- Assisting clients with new claims and advising on the claims process, Policy knowledge, Process improvement, Systems navigation, Training of new staff on system use, Policy info and client liaising, Vehicle repair management process experience: sourcing parts from suppliers and making sure vehicles are repaired in time by the company & clients standards, Liaising with team and management heads, Assist with process re-engineering and improvement, 95% adherence to Service Level, % of leads actioned within agreed SLA, Average outbound talk time for the team, Conversion rate per campaign, Customer score for the department, First Call Resolution, Maintains outbound unit service levels, Ensures quality and effectiveness of calls, Ensure all “interested responses” are routed to the relevant team, Ensures all leads are actioned timeously, Develops work schedules and ensure adherence to work schedules, Ensures sufficient capacity to deal with volume of leads, Continuously identifying opportunities to improve the performance of the team
Customer Services Consultant
Neotel (Bytes Technology Group Outsourcing Division)
03.2010 - 10.2011
- Customer service, Billing and Accounts, Log requests for customer queries, Maintain client relationships, provide support to customers regarding products and contracts: Neotel Product knowledge, Neotel policy/contract knowledge, Data base knowledge, Systems operation and accurate data recording, Clear communication and professional approach to customers, Issue resolution, administration and co-ordination, Answering inbound calls timeously, Be professional and polite at all times, Listening attentively to the customers query, Responding to the customers queries, Ensure that quality standards are met, Familiarize oneself with products and procedures, Answer inbound calls from Subscribers, Provide relevant information to ensure First Call Resolution, Resolve queries, Escalate faults that cannot be concluded on first contact, Excellent Communication Skills in English, Customer Orientated, Willingness to help
Insurance/Client Services Consultant
Red I Solutions
04.2008 - 01.2010
- Administration of Insurance claims pertaining to Nedbank's Home Owners Insurance Policy, Experience with quality engineering, process improvement, and operational excellence, Liaising with clients and suppliers to ensure that claims are logged accurately and ensure processes are followed through, Manage information through Incident Management System (IMS), Customer service orientated role that requires efficiency, Excellent communication skills, Assess each query according to policy terms, Ensure customer satisfaction and provide high service level in a timeous manner, Reporting on a weekly basis, Data capturing and knowledge of systems in line with process and policy terms, Ability to communicate vision and drive execution and work seamlessly with both technical teams and business teams, Attracting and developing the best talent, Stays connected to the details of the business, Adapt quickly to a growing organization, Experience in working in a cross-functional capacity
Education
Matric Exemption Secondary/High School Grade 12/Matric -
Bechet Secondary School
Bachelor of Social Science Degree: Media& Communications and Industrial, Organisational and Labour Studies - Advertising and MarketingTelevision StudiesLabour,Capital & State in contemporary SALabour and GlobalisationAdvanced Cultural StudiesNew Media StudiesOrganisational Restructuring & ChangeDiversity & Equity in the Workplace
University of Kwa-Zulu Natal
RE 5 Exam Complete / FAIS Compliant - Financial Planning And Services
FPI Financial Plan Institute
Johannesburg, South Africa09.2016
Skills
- Trend analysis expertise
- Client Relations
- Insurance decisions
- Financial Advising
- Sales expertise
- Financial Services
- Banking
- Sales and Marketing
- Risk Assessment
- Relationship building and management
- Investment Consulting and Planning
- Investment Management
- Insurance sales
- Business Development
- Retirement needs
Cover Note
My work experience has prepared me to meet client expectations, deadlines and uphold company values whilst providing service of a high standard. I have gained excellent communication skills and can confidently liaise with all levels in business. Communicating with people is where my passion is. I believe I have the potential and character to excel at this position and I am seeking a career opportunity that will allow me to develop and grow, and which allows me to be challenged. I am a hard working individual who works methodically at all tasks and I believe that I have a good work ethic. I am also efficient, reliable, autonomous and also enjoy working in teams. I believe that this role would be an excellent opportunity for me to expand my knowledge, whilst I add value through my current skillset. I have extensive knowledge and experience in the following: Customer Service Management, maintaining client relationships, stakeholder engagement, Consulting, administration and coordination, Business Analysis, Financial Advisory, Insurance processes and policy consultation, issue resolution, call centre supervision, training content development, training facilitation, communication, data management, Short Term and Long Term claims management. RE Complete / FAIS Compliant.
Skills Summary
- CRM, 5 to 10 years
- Problem solving and Analytical skills, 5 to 10 years
- Organisational and BA, 5 to 10 years
- Client relationship management, 5 to 10 years
- Contact Centre process improvement and design, 5 to 10 years
- Data Management Systems, 5 to 10 years
- Consulting, 5 to 10 years
- Customer services, 5 to 10 years
- Retail Sales, 5 to 10 years
- Insurance Claims Management, 5 to 10 years
- Administration, 5 to 10 years
- Microsoft Office, 5 to 10 years
- Advertising Sales, 1 to 2 years
- Financial Advisor, 2 to 5 years
- Training Facilitation, 1 to 2 years
Availability
30 days
Personal Information
Nationality: South African
Timeline
Business Banker
FNB BankCity
01.2023 - Current
Insurance Sales Consultant
FNB Life BankCity
01.2018 - 01.2023
Professional Services Consultant
PPS
12.2014 - 10.2015
Financial Advisor
Liberty
08.2014 - 11.2014
Financial Advisor
Platinum Life
04.2014 - 06.2014
Insurance Consultant
Discovery Insure
11.2011 - 03.2013
Customer Services Consultant
Neotel (Bytes Technology Group Outsourcing Division)
03.2010 - 10.2011
Insurance/Client Services Consultant
Red I Solutions
04.2008 - 01.2010
Matric Exemption Secondary/High School Grade 12/Matric -
Bechet Secondary School
Bachelor of Social Science Degree: Media& Communications and Industrial, Organisational and Labour Studies - Advertising and MarketingTelevision StudiesLabour,Capital & State in contemporary SALabour and GlobalisationAdvanced Cultural StudiesNew Media StudiesOrganisational Restructuring & ChangeDiversity & Equity in the Workplace
University of Kwa-Zulu Natal
RE 5 Exam Complete / FAIS Compliant - Financial Planning And Services
FPI Financial Plan Institute
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