Summary
Overview
Work History
Education
Skills
Timeline
Generic

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

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 -

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Keitumetse MojanagaProduct Specialist