Summary
Overview
Work History
Education
Skills
Timeline
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Kurt Gopal

Kurt Gopal

Platform Specialist
Johannesburg

Summary

Dynamic Platform Specialist with a proven track record at FNB, excelling in customer relations and process optimization. Enhanced client satisfaction through expert problem-solving and strategic relationship management, leading to significant portfolio growth. Skilled in data analysis and committed to continuous improvement, driving operational enhancements across teams.

Personable and highly adaptable, bringing strong analytical abilities and collaborative spirit. I am self-motivated, enthusiastic and passionately dedicated to delivering the best I can at all time. Committed to driving impactful results and contributing to team success. My work ethic is uncompromising - respect, ownership, accountability and 100% commitment.

Overview

19
19
years of professional experience

Work History

Platform Specialist

FNB
Johannesburg
08.2014 - Current
  • Serve as the primary contact with clients and stakeholders, have general accountability for the success of all the projects, manage internal resources in collaboration with the rest of the sales team.
  • Build and maintain strategic relationships with internal and external parties to support the sales strategy
  • Manage existing clients and grow portfolio through making contact and generating leads
  • Deliver customer experience excellence in own service delivery aligned to organisational values and service standards
  • Develop a deep understanding of the technical trends, market, competition and trends in the market.
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data
  • Collaborated with cross-functional teams to achieve project goals on time and within budget.
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Followed all company policies and procedures to deliver quality work.
  • Championed the adoption of new systems tools that streamlined workflows across multiple departments.
  • Facilitated workshops for professional development of new/ junior staff members.
  • Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
  • Review customer service process, ensuring quicker response times.
  • Analyzed sales data to identify trends and adjust marketing strategies accordingly.
  • Assisted in developing strategic plan that aligned with long-term company goals.
  • Conducted in-depth market research for identifying new business opportunities.
  • Developed training materials to enhance staff proficiency and productivity.
  • Improved team collaboration by initiating regular strategy meetings.
  • Streamlined project delivery processes, reducing completion times significantly.
  • Enhanced customer satisfaction with timely and accurate issue resolution.
  • Conducted comprehensive competitor analysis to inform strategic decisions.
  • Collected, arranged, and input information into database system.
  • Generated reports detailing findings and recommendations.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
  • Develop, encourage and nurture collaborative relationships within First Rand group
  • Ability to comprehend both the technical points of data management and analytics, as well as the business drivers and needs.
  • Solid customer segmentation abilities
  • Comply with governance in terms of legislative and audit requirements
  • Track, control and influence sales activities with the specific aim to increase sales efficiencies
  • Responsible for portfolio revenue and VSI growth across all segments
  • Onboarding clients for ERP/line of business integration (Fintegrate/Integrations Channel)
  • Manage own development to increase own competencies

Wealth Sales Banker

FNB
09.2013 - 08.2024
  • Identifying high net worth clients to be migrated to FNB Private Clients as well as RMB Private Clients.
  • Managed a diverse portfolio of clients across various industries, showcasing adaptability and versatility in meeting unique needs.
  • Negotiated favorable terms for clients during loan application processes, securing optimal rates while minimizing risk exposure.
  • Conducted comprehensive financial reviews for customers, providing tailored solutions to meet their unique goals.
  • Increased sales revenue by building strong relationships with clients and understanding their financial needs.
  • Participated in ongoing professional development programs to stay current on industry trends and maintain a competitive edge in the market.
  • Mentored junior colleagues on best practices in sales and relationship building, contributing to team success.
  • Utilized expert knowledge of banking products and services to effectively educate clients on available options.
  • Met and exceeded monthly sales targets by consistently identifying cross-selling opportunities within existing client portfolios.
  • Contributed toward continuous improvement efforts by providing feedback from frontline experiences that led to enhanced policies and procedures.
  • Resolved client concerns promptly, demonstrating commitment to customer satisfaction as a top priority.
  • Collaborated with internal teams to streamline processes and improve overall efficiency in servicing clients.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Ensuring high standards of product knowledge and adherence to protocols to ensure that customers receive accurate and consistent information
  • · Ensure that a customer focused, high performance/high commitment environment is developed and sustained across the organization
  • Minimise/Limit financial and other risk/exposure through campaign analysis, complaint analysis, constantly looking at ways of improving and streamlining process both within the team, and at times within the department
  • Ensure compliance in regard to regulations stipulated by the COBP, FAIS, FICA, and NCA

Key Account Analyst SME

Telkom South Africa
08.2009 - 04.2013
  • Managing SME key account portfolio bases.
  • Secure, manage and deepen the Telkom customer relationship with the long term focus of expanding the overall footprint/ penetration and introduction of innovative products and services.
  • Negotiate new profitable contracts for Telkom.
  • Collaborated with cross-functional teams to develop targeted marketing strategies for key accounts, driving revenue growth.
  • Facilitated knowledge sharing among team members by organizing regular training sessions on best practices in key account management.
  • Conducted regular account reviews to assess performance against targets, identify areas for improvement, and develop action plans to address any gaps or challenges.
  • Developed tailored solutions for clients, resulting in increased customer satisfaction and retention rates.
  • Leveraged advanced analytics tools to gain deeper insights into client needs, preferences, and behaviors, enabling more personalized service offerings.
  • Fostered a culture of continuous improvement within the team by setting high performance standards and encouraging open feedback on ways to enhance our approach to key account management.
  • Strengthened key account relationships by conducting regular client check-ins and addressing concerns proactively.
  • Built and maintained a comprehensive database of client information, streamlining reporting processes and enabling more informed decisionmaking.
  • Maximized profitability by identifying upselling opportunities within existing contracts and successfully securing additional business from current clients.
  • Analyzed sales data and trends to identify new growth opportunities within existing accounts.
  • Evaluate performance, risks in nominated accounts and revises plans where appropriate
  • Attending regular credit management meetings
  • Partnered with Account Manager to support preparation of client materials to educate, train and inform on benefits, services, and self-administration tools.
  • Tracked funds, prepared deposits and reconciled accounts.

Premier Banker

FNB
Johannesburg
04.2008 - 07.2009
  • Managed a portfolio of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
  • Maximized cross-selling opportunities by identifying client needs and offering relevant products or services accordingly.
  • Streamlined banking processes to enhance efficiency and accuracy in transactions.
  • Developed tailored financial strategies to help clients achieve their short-term and long-term objectives.
  • Improved client satisfaction by delivering personalized financial solutions and exceptional customer service.
  • Enhanced client experience by promptly addressing concerns or inquiries related to account transactions or service issues.
  • Increased referrals from satisfied customers, resulting in new business and revenue growth.
  • Maintained up-to-date knowledge of industry trends, regulatory changes, and product offerings to better serve clients'' needs.
  • Built lasting relationships with clients through proactive communication and regular followups.
  • Delivered onboarding training sessions for new Premier Bankers, sharing best practices and fostering a culture of excellence within the team.
  • Worked closely with credit team to process loan applications efficiently, resulting in quicker approvals for clients.
  • Collaborated with team members to meet branch sales goals and improve overall performance.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Opened, closed, and updated accounts for customers.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Develop, encourage and nurture collaborative relationships across the FRG.
  • Contribute to innovation by finding faster and more accurate ways of working.
  • · Develop and manage key stakeholder relationships that enable achievement of operational objectives.

Sales Consultant Asset Based Finance

Absa Bank
02.2006 - 03.2008
  • Ensured successful retention of existing customers in the assigned portfolio by strengthening and expanding relationships
  • Intimately understanding the customer’s business requirements and servicing their financial needs with regards to asset financing
  • Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Responded to telephone and in-person requests for information.
  • Provided sales and customer service assistance to walk-in traffic
  • Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
  • Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.
  • Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
  • Strengthened brand reputation by delivering superior customer experiences that fostered loyalty and repeat business.
  • Maximized customer retention by resolving issues quickly.
  • Increased referral business by establishing a strong rapport with existing clients, leading to positive word-of-mouth recommendations and an expanded customer base.
  • Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.

Education

National Certificate : Banking

BANK SETA
Johannesburg, South Africa
04-2021

National Senior Certificate

Eldorado Park Secondary
01-2004

Skills

Customer relations

Team collaboration

Analytical thinking

Root-cause analysis

Expert problem solving

Continuous improvement

Quality assessment

Technical communication

Management collaboration

Troubleshooting techniques

Technical troubleshooting

Risk management

Compliance monitoring

Adaptability and flexibility

Self motivation

Analytical skills

Attention to detail

Data analysis

Timeline

Platform Specialist

FNB
08.2014 - Current

Wealth Sales Banker

FNB
09.2013 - 08.2024

Key Account Analyst SME

Telkom South Africa
08.2009 - 04.2013

Premier Banker

FNB
04.2008 - 07.2009

Sales Consultant Asset Based Finance

Absa Bank
02.2006 - 03.2008

National Certificate : Banking

BANK SETA

National Senior Certificate

Eldorado Park Secondary

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Kurt GopalPlatform Specialist