Keitumetse Mojanaga
Product Specialist
Johannesburg
Summary
Dynamic Product Specialist at Standard Bank with a proven track record in boosting customer retention and satisfaction through exceptional support and proactive problem-solving. Skilled in market analysis and sales expertise, I championed software adoption and improved workflows, driving significant business growth while fostering teamwork and collaboration.
Overview
15
15
years of professional experience
Work History
Product Specialist
Standard Bank
05.2021 - Current
- Boosting customer retention by providing exceptional product support and addressing user concerns.
- Continually expanding knowledge of TPFA.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
- Championed the adoption of new software tools that streamlined workflows.
- Following all company policies and procedures to deliver quality work.
- Continuously conducting in-depth market research for identifying new business opportunities.
- Evaluating customer needs and feedback to drive product and service improvements.
- Helping to meet changing demands by recommending improvements to business systems or procedures.
- Promoting and selling the TPFA solution to potential new business customers to best meet their financial needs.
- Providing customized financial solution as defined by the Business Banking segment team, to meet the Bank’s revenue growth.
- Developing and implementing a calling schedule for the TPFA business leads to establish financial needs and to assist potential new TPFA business customers to better understand the financial / Investment options that TPFA offers.
- Proactively self-sourcing new to bank TPFA business opportunities in the marketplace by developing the necessary lead generation networks.
- Executing the business attraction plans for TPFA acquisition by performing cold-calling and data mining in the relevant industries.
- Proactively managing a portfolio of high value TPFA customers by performing a proactive, mobile, value adding financial partnership role with the aim of growing and retaining these customers.
- Supporting Eco-System Collaborations.
- Precise understanding of regulatory bodies that our clients report to and educated about the Act’s that regulates these industries that invest Third Party Funds.
- Completing of all compliance and other training within timelines.
- Reducing of all operational losses / reversal / revenue leakage.
- KYC monitoring and remediation/ disclosure/ training and adherence/ external audits Daily activity reports 100% Ensure the learning Journey continues.
Fund Accountant
Standard Bank
05.2018 - 04.2021
- Performed duties in respect of the accounting for the investments of pension and institutional funds.
- Collaborated with fund managers regularly to align efforts to confirm accurate reporting.
- Enhanced financial reporting accuracy by diligently reconciling fund transactions and positions.
- Delivered timely month-end reports with a focus on data integrity and thorough analysis.
- Compliance monitoring of investment mandates including reporting of compliance breaches.
- Reconciled cash, custody, sec lending positions and updated the general ledger.
- Prepared invoices and performed client billing.
- Developed work-around charts to accommodate varied investment transactions.
- Applied sound accounting knowledge to generate net asset value statements and trial balances.
- Optimized work processes through collaboration with team members and cross-functional departments.
- Mitigated errors in financial data by rigorously reviewing journal entries before posting to general ledger accounts.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Collaborated effectively with auditors to ensure an efficient annual audit process, promptly addressing inquiries and providing necessary documentation.
- Trained new employees on accounting principles and company procedures (shadowing).
- Ensured regulatory compliance by staying up-to-date on industry standards and guidelines.
- Adhered to Investment administration procedures.
- Operated on specialized systems such as Bancs (Network custody system), CATS and Hiport.
Trainee Accountant
Standard Bank
01.2016 - 02.2018
- Assisted senior accountants in the preparation of monthly financial reports for better decision making.
- Reduced errors in data entry by maintaining attention to detail when recording transactions in accounting software.
- Performed variance analysis to identify discrepancies between actual results and budget projections for proactive problem solving.
- Prepared detailed journal entries for accurate financial record keeping.
- Developed comprehensive spreadsheets for financial analysis, streamlining client reporting.
- Assisted in development of budget forecasts, enabling clients to plan more effectively for future expenses.
- Contributed to successful financial year-end closes, meticulously reviewing and adjusting account discrepancies.
- Provided journal entries and performed accounting on accrual basis.
- Assisted with balance sheet substantiation.
- Compiling and presenting monthly financial
reports and business results with relevant commentary, enhancing the
clarity and usefulness of financial insights - Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues.
- Consistently met deadlines for assigned tasks, contributing to overall efficiency within the accounting department.
- Collaborated with team members during month-end closing procedures, resulting in timely submission of financial statements.
- Maintained confidentiality of sensitive financial information, adhering to company policies and professional ethics standards.
- Developed expertise in relevant accounting software tools, ensuring accurate record-keeping while maximizing productivity levels.
- Demonstrated commitment to ongoing professional development through participation in industry seminars, workshops, and training sessions.
Quality Assurance Analyst
Discovery
06.2015 - 09.2015
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
- Streamlined QA processes for increased efficiency and reduced time spent on redundant tasks.
- Participated in regular meetings with cross-functional teams to discuss progress updates, communicate concerns or challenges, and ensure alignment of project goals.
- Performed call monitoring and provided results data to site management team.
- Uses quality monitoring data management system to compile and track performance at team and individual level.
- Coordinated and facilitated call calibration sessions for call center staff.
- Provided feedback to call center team leaders and managers.
Sales Representative
Le Morgan
01.2015 - 03.2015
- Expanded customer base through cold calling, networking, and relationship building.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
Student Assistant
Nelson Mandela Metropolitan University
07.2014 - 11.2014
- Enhanced office efficiency by organizing and maintaining files, records, and resources.
- Enhanced office organization by developing efficient filing system, significantly reducing retrieval time.
- Supported administrative staff with data entry tasks, ensuring accuracy in record-keeping systems.
- Collected student folders ensuring that assignments were submitted on time.
- Handled class records for attendance, assignment grades and course participation scores.
Tutor
SAICA Camps
06.2010 - 06.2010
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence, and build important learning skills.
- Collaborated with fellow tutors to develop effective strategies for addressing diverse student needs and abilities.
- Implemented creative instructional techniques to address the unique challenges faced by students with learning differences.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Supported students with helpful study habits and exam strategies.
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
Education
Bachelor of Science - Commerce
Nelson Mandela Metropolitan University
Port Elizabeth, South Africa 04.2001 -
Skills
Sales expertise
Sales support
Customer engagement
Product training
Competitive analysis
Market analysis
Excellent positive attitude
Teamwork and collaboration
Adaptability
Analytical skills
High technical skills
Problem-solving
Invoice processing
Accounts reconciliation
Cost accounting
Variance analysis
Budgets and forecasting
Month-end reports
Risk management
Journal entries
Accounting software systems
Financial statement analysis
Decision-making
Critical thinking
Excel proficiency
Fund portfolios
Audit support
Group tutoring
Lesson planning
Problem-solving skills
Patience and empathy
Creativity and innovation
Teaching strategies
Timeline
Product Specialist
Standard Bank
05.2021 - Current
Fund Accountant
Standard Bank
05.2018 - 04.2021
Trainee Accountant
Standard Bank
01.2016 - 02.2018
Quality Assurance Analyst
Discovery
06.2015 - 09.2015
Sales Representative
Le Morgan
01.2015 - 03.2015
Student Assistant
Nelson Mandela Metropolitan University
07.2014 - 11.2014
Tutor
SAICA Camps
06.2010 - 06.2010
Bachelor of Science - Commerce
Nelson Mandela Metropolitan University
04.2001 -