Hi, I’m
Khomotso Matlala-Cudjoenu
Private Banker/Private Advisor/Relationship Manager
Johannesburg
Summary
Motivated Private Banker/Private advisor with solid relationship management background and client acquisition in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
14
years of professional experience
10
years of post-secondary education
Work History
First National Bank
Private Client Banker/Private Adviser/Relationship Manager
03.2021 - Current
Job overview
- Ensure compliance to legislative, audit requirements and adherence to relevant processes.
- Develop new insights into situations and apply innovative solutions to create organizational improvements.
- Execute on opportunities to expand my client base with potentially profitable clients.
- Developed a thorough understanding of clients'' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
- Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Identify and utilize opportunities for revenue growth to deliver on sales targets.
- Provide appropriate banking and financial planning solutions across an allocated portfolio of clients.
- Administer specialized services such as investments, lending, insurance, and forex.
- Implement new projects to retain and defend a sustainable client base against competitors.
- Achieve revenue and profit targets by growing portfolio base by acquiring new clients.
- Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.
- Assisted in organizing community outreach events, raising brand awareness among prospective clientele.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Identifying local and offshore fiduciary opportunities and advise on client philanthropy.
- Maintained up-to-date knowledge of industry trends and regulatory changes, advising clients accordingly.
- Participated in ongoing professional development to continuously enhance skills and market expertise.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
First National Bank
External sales consultant/acquisition banker
11.2014 - 03.2021
Job overview
- Aggressively hunting/acquiring new individual and business clients.
- Administration duties such as FICA.
- Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.
- Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.
- Collaborating with several departments to reach common goals.
Capitec Bank
Internal sales consultant/Branch banking
11.2009 - 10.2014
Job overview
- Opening and closing of the bank branch.
- Assisting with daily management duties.
- supervising junior sales consultant's duties.
- Performing loans/credit analysis and approvals.
- Coaching and training new staff members in the branch.
- General daily office administration.
- Fostered positive work environment leading by example through teamwork approach and open communications channels.
- Implemented CRM systems to track customer interactions, improving data analysis capabilities for better decision-making processes.
- Attending and resolving complex client queries.
- Mentored junior sales staff members, sharing best practices and providing guidance on effective selling techniques.
- Supported product development efforts by offering insights on customer preferences and industry trends.
Education
UNIVERSITY OF SOUTH AFRICA, Midrand ,Gauteng
Masters in business leadership, (MBL) from Business Administration And Management
01.2021 - 12.2022
UNIVERSITY OF JOHANNESBURG, Johannesburg ,Gauteng
B-TECH, Business administration
01.2010 - 12.2012
UNIVERSITY OF JOHANNESBURG, Johannesburg ,Gauteng.
National Diploma: Banking
01.2005 - 12.2009
Moonstone, Johannesburg ,Gauteng
RE5
01.2012 - 01.2012
Skills
Business Development
undefinedAccomplishments
- Led a team of 7 members in the development of an investment sales strategy in 2023.
- Top 10 banker in the Gauteng region :2022.
Timeline
Private Client Banker/Private Adviser/Relationship Manager
First National Bank
03.2021 - Current
UNIVERSITY OF SOUTH AFRICA
Masters in business leadership, (MBL) from Business Administration And Management
01.2021 - 12.2022
External sales consultant/acquisition banker
First National Bank
11.2014 - 03.2021
Moonstone
RE5
01.2012 - 01.2012
UNIVERSITY OF JOHANNESBURG
B-TECH, Business administration
01.2010 - 12.2012
Internal sales consultant/Branch banking
Capitec Bank
11.2009 - 10.2014
UNIVERSITY OF JOHANNESBURG
National Diploma: Banking
01.2005 - 12.2009
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