Summary
Overview
Work History
Education
Skills
Websites
Coursework
References
Timeline
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KHOMOTSO MATSHABA

Senior Banker Private clients
Johannesburg

Summary

I am a passionate accounting graduate with a strong background in numbers, coordination, and process management. I have extensive experience in client support, servicing, and entrepreneurship dealing with high-net-worth individuals. Part of my current role has exposed me to audits to assess whether process was followed and if there was any risk involved that could potentially affect the client which I've find to Enjoy doing. My objective is to leverage my skills and years of experience to further explore and grow my financial and accounting passion, with these skills acquired this will assist me as tools to contribute to the growth of my career and the Success of the organization in the Credit space.

Overview

13
13
years of professional experience

Work History

UK Banking Consultant

Investec Bank
4 2019 - Current
  • I Provide high-quality relationship management to enhance the bank's reputation
  • Utilize auditing expertise to understand customer needs, market conditions, and banking products
  • Ensure seamless service operations by overseeing banking process functionality and efficiency
  • Enhancing and drafting process documents
  • Training and mentoring new recruits
  • Identify, escalate, and resolve problems promptly
  • Conduct audits and review task authorizations for adherence to processes and procedures.

Tender Administrator

Zammane Enterprise
Centurion, South Africa
01.2021 - 01.2022
  • Accelerated response times to tender queries by establishing an internal database of frequently asked questions and answers.
  • Maintained accurate records of all tender activities, ensuring easy reference and analysis for future bid opportunities.
  • Verified accuracy of accounts payable payments, resulting in 96% reduction in payment errors and check reissues.
  • Facilitated successful project handovers from bid phase to delivery teams, ensuring seamless transitions with minimal disruptions.
  • Streamlined tender submission process by implementing efficient document management systems.
  • Increased company visibility within the industry by proactively seeking out new business opportunities through tender portals.
  • Leveraged expert knowledge of procurement processes to create persuasive responses to evaluation criteria questions.
  • Handled account payments and provided information regarding outstanding balances.

Sales consultant

Core Group Istores
03.2015 - 03.2019
  • Successfully resolved customer complaints and provided exceptional service
  • Achieved team and individual sales targets, driving revenue and margin growth
  • Maintained and communicated in-store marketing material
  • Ensured compliance with in-store marketing standards and reported actions to the marketing department.

Administration Assistant Trainee

M.A.M Associates
10.2013 - 10.2014
  • Filing
  • Clock-in consolidation.

Casual Sales Consultant

Sport Scenes
09.2011 - 12.2011
  • Cross Selling
  • Additional Developments Activities.

Education

Postgraduate Diploma in Accounting -

The University of South Africa
02.2021 -

Diploma in Accountancy - undefined

The University of Johannesburg
02.2012 - 12 2016

National Senior certificate, Grade 12 -

Hoerskool Piet Potgieter, South Africa
01.2006 - 12 2010

Skills

Adaptable

Coursework

  • 2019-Microsoft excel course.
  • 2021 and 2022 Derivates Course
  • Understanding Financial Markets
  • 2023 Startup school for Business.

References

Frank Shabangu (Team Leader)

081 731 7813
Mercy Bodiba (Payroll Administrator), Mercy.bodiba@core.co.za, +27 83 778 6736

Pamela Legodi (Human resources)

Pamela.legodi@investec.com

Timeline

Postgraduate Diploma in Accounting -

The University of South Africa
02.2021 -

Tender Administrator

Zammane Enterprise
01.2021 - 01.2022

Sales consultant

Core Group Istores
03.2015 - 03.2019

Administration Assistant Trainee

M.A.M Associates
10.2013 - 10.2014

Diploma in Accountancy - undefined

The University of Johannesburg
02.2012 - 12 2016

Casual Sales Consultant

Sport Scenes
09.2011 - 12.2011

National Senior certificate, Grade 12 -

Hoerskool Piet Potgieter, South Africa
01.2006 - 12 2010

UK Banking Consultant

Investec Bank
4 2019 - Current
KHOMOTSO MATSHABASenior Banker Private clients