Experienced with managing premium client relationships and enhancing client satisfaction. Utilizes strategic planning and problem-solving skills to address client needs and foster loyalty. Track record of building strong partnerships and driving business growth through exceptional service.
Overview
13
13
years of professional experience
Work History
Director
PLY Enterprise (Pty) Ltd
03.2020 - Current
Manage portfolio of residential property within the business portfolio.
Maintain properties via third parties to ensure properties are maintained in a meticulous manner.
Build lasting and strong relations with tenants in the property by maintaining regular communication and providing exceptional service.
Managing cash flow of the business to ensure collection of income and the payments of monthly expenditure.
Provide proactive servicing of units in property to ensure property appreciation.
Premium Relationship Manager
Standard Bank of South Africa
09.2023 - 04.2024
Worked closely with compliance officers to ensure adherence to regulatory requirements within all aspects of the relationship management process.
Attended industry events to stay current on trends, expanding professional network and enhancing expertise in premium relationship management.
Streamlined administrative processes by utilizing technology tools and resources, resulting in time savings for both clients and team members.
Optimized clients'' portfolios by regularly monitoring risk levels, adjusting asset allocations as needed.
Conducted regular portfolio reviews, identifying opportunities for improvement and growth.
Delivered exceptional service by quickly resolving any account-related issues and providing timely updates on relevant market developments, contributing to client satisfaction and long-term loyalty.
Implemented proactive communication strategies to keep clients informed about market trends and their account performance.
Enhanced overall team performance by mentoring junior colleagues on effective relationship building techniques.
Participated in ongoing professional development opportunities such as training sessions or workshops that contributed towards continuous improvement in premium relationship management expertise.
Developed strong relationships with high-net-worth clients for better retention and increased assets under management.
Maintained a deep understanding of the financial markets, sharing insights with clients to help them make informed decisions.
Generated revenue growth by cross-selling additional products and services based on client needs.
Identified new business opportunities through prospecting activities and referrals from existing clients.
Collaborated with internal teams to provide comprehensive wealth management solutions, resulting in higher client satisfaction.
Relationship Manager, Business Banking
Standard Bank of South Africa
05.2021 - 08.2023
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Maintained knowledge on banking products and distribution to provide optimal service support.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Participated in staff meetings to discuss innovative strategies to improve services.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Relationship Manager: Entrepreneur
Standard Bank of South Africa
10.2018 - 04.2021
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Maintained knowledge on banking products and distribution to provide optimal service support.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Participated in staff meetings to discuss innovative strategies to improve services.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Acquisition Manager
Standard Bank of South Africa
09.2017 - 09.2018
Built strong relationships with potential acquisition targets, fostering trust and open communication throughout negotiations.
Worked closely with legal and finance teams to finalize contracts, guaranteeing compliance with relevant regulations and laws.
Established and maintained regular communication with target company representatives, fostering a collaborative environment during the acquisition process.
Coordinated due diligence efforts among various departments, ensuring efficient information gathering processes.
Developed strategic acquisition plans, leading to a streamlined process and reduced costs.
Achieved successful acquisitions by conducting thorough market research and identifying key targets.
Managed deal pipelines from identification through negotiation stages, maintaining organization throughout the process.
Evaluated potential risks associated with proposed acquisitions, taking proactive steps to mitigate potential negative impacts on the business.
Conducted comprehensive due diligence investigations, ensuring thorough understanding of risks and benefits associated with each deal.
Business Banker
Standard Bank of South Africa
04.2015 - 09.2017
Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
Enhanced customer retention through building strong relationships and addressing concerns promptly.
Facilitated communication between clients and bank personnel, resolving issues quickly while maintaining client trust.
Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
Proactively identified potential risks within client portfolios, implementing strategic measures to minimize losses.
Coordinated with various departments to ensure seamless delivery of banking services across all channels.
Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
Implemented innovative sales techniques that resulted in an increase in new business acquisition rates.
Small Business Manager
Nedbank Ltd
09.2014 - 04.2015
Managed day-to-day operations, ensuring smooth workflow and efficient resource allocation across all areas of the business.
Monitored industry trends and adapted business strategies accordingly for sustained competitive advantage.
Increased sales revenue through targeted marketing strategies and exceptional customer service.
Provided exceptional leadership by managing a team of employees dedicated to delivering outstanding customer experiences and driving business growth objectives effectively.
Enhanced small business efficiency by implementing optimized operational processes and procedures.
Collaborated with stakeholders to define short-term and long-term strategic objectives, aligning operational goals with overarching company mission and vision statements.
Small Business Banker
Nedbank Limited
05.2012 - 08.2014
Maintained strict adherence to bank policies, procedures, and compliance standards, minimizing risk and potential for financial loss.
Collaborated with underwriting teams to expedite loan approval processes, ensuring timely access to funds for small business clients.
Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
Enhanced operational efficiency by streamlining processes related to account opening, loan origination, and customer service inquiries.
Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.
Generated new business leads through networking events, referrals from satisfied customers, and proactive outreach efforts.
Conducted thorough due diligence on prospective borrowers by analyzing their financial documents, collateral assessments, and risk profiles.
Maintained up-to-date knowledge of industry trends, regulations, and competitor offerings to provide informed recommendations to clients.
Education
MBA - Business
Regent Business School
Durban, South Africa
04.2001 -
Bachelor of Commerce Honours Degree - Business
Regent Business School
Durban, South Africa
04.2001 -
First Level Regulatory Examination: Representative
Leselo Examination Body
04.2001 -
Bachelor of Commerce - Finance And Economics
University of KwaZulu-Natal
Westville, South Africa
04.2001 -
High School Diploma -
Greenbury Secondary School
Phoenix
04.2001 -
Skills
Analytical Problem-Solving
Timeline
Premium Relationship Manager
Standard Bank of South Africa
09.2023 - 04.2024
Relationship Manager, Business Banking
Standard Bank of South Africa
05.2021 - 08.2023
Director
PLY Enterprise (Pty) Ltd
03.2020 - Current
Relationship Manager: Entrepreneur
Standard Bank of South Africa
10.2018 - 04.2021
Acquisition Manager
Standard Bank of South Africa
09.2017 - 09.2018
Business Banker
Standard Bank of South Africa
04.2015 - 09.2017
Small Business Manager
Nedbank Ltd
09.2014 - 04.2015
Small Business Banker
Nedbank Limited
05.2012 - 08.2014
MBA - Business
Regent Business School
04.2001 -
Bachelor of Commerce Honours Degree - Business
Regent Business School
04.2001 -
First Level Regulatory Examination: Representative