Lesego Nkosi
Retail Branch Manager
Olifantsfontein
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
2025
2025
years of professional experience
2019
2019
years of post-secondary education
1
1
Language
Work History
Retail Branch Manager
Old Mutual Finance
Johannesburg, South Africa
04.2024 - Current
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses. Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance. Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance. Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales ans soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently. Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively. Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Maintains relationships with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units. To proactively identify new business or sales opportunities and actively and effectively market the products and services to ensure business growth. Effectively handles all client queries professionally.
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills. - Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
Maintains branch operations through effective expense and cost management in support of branch profitability. - Manages a team of financial- and customer relations consultants ensuring team sales targets and other team objectives are achieved. Individually accountable for others' time, tasks and output quality, over periods of up to three months. Balances own priorities with directing and motivating others. Creates a climate for optimal performance and guides and directs staff to achieve operational excellence. Manages individual and team performance.
Client Care Advisor
Guardrisk Insurance Company Limited
Sandton, South Africa
9 2018 - 07.2023
- Ensuring the resolution of client queries-Claims, Premiums, Mailbox, Work on different mailbox to assist in client queries Take calls in the Contact Centre to assist with queries Investigating queries where necessary & provide timeous feedback to the caller Escalating queries where necessary to ensure service Satisfaction
- Provided excellent customer service by following up with clients, mailing out applications and responding to incoming calls.
- Interacted with team members across departments to research and resolve customer issues.
- Responded to all client inquiries and asked appropriate questions to facilitate resolution.
Program Manager
Kingdom Initiative Development
Johannesburg, South Africa
05.2017 - 02.2018
- Assist with preparation of content for KDI ministry events such as preparation of prayer guides for the kingdom prayer breakfast and content for ministry booklets • Receive prayer request and praise reports from the Kingdom Prayer Breakfast and pray with those who need support • Coordinate sharing of testimonies during the Kingdom Prayer Breakfast sessions • Travel with KDI Co-founders for ministry engagements where possible
- Established strong relationships with key stakeholders, ensuring support for program initiatives.
- Develop and maintain an efficient filing system, including assistance in processing calls for proposals as required; Maintain and update KDI client databases, contact details and mailing lists • Organize all KDI team meetings including the preparation and
- distribution of meeting documents and taking minutes, tracking agreed actions and following up to ensure implementation of all agreed actions after each meeting. • Assists in the orientation of new staff by providing them with the necessary documents and materials for orientation
- Acts as the main contact person liaising with KDI stakeholders and clients with respect to all KDI programs
- Arrange venue, décor, and other logistics for all KDI hosted events and meetings; • Supervise the registration process for all KDI events; including preparing invitation lists, sending out invitations and updating confirmed participants. (Explore an online event management registration and payment system) • Coordinate the “ look and feel” of KDI events including the clothing/ attire for the teams, as well as the reception of guests • Provide support to the KDI finance manager, towards maintaining clear financial records of all costs related to KDI event
Branch Manager
African Bank
07.2011 - 03.2015
- Resolve all client related issues within a set turn around
- Maintain relationships with internal and external Customers Support customer experience within the branch
- Give monthly report to Regional Manager
- Conduct monthly Branch Manager self-audit program.
Sales Consultant
African Bank
Pretoria
10.2007 - 06.2011
- Promote bank's products Solve queries before, during and after sales
- 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.
Education
RE 5 Regulatory Examination Certificate -
Moonstone
Higher Certificate in Business Management - undefined
Regenesys Business School
Call Centre & Computer Certificate - undefined
Cornerstone-HR
Grade 12 - undefined
Princefield Trust School
Skills
Bank operations
Recruitment and hiring
Planning
Staff Training and Development
Employee Scheduling
Branch Operations Management
Customer Service
Operational Reports
Sales Promotions
Id
860925 0579 083
Driverlicense
Yes
Owncar
Yes
Contactdetails
0727072788, lsg.lee@yahoo.com
Achievementsawards
- Certificate in Coaching for performance (Perform one on one training on the job) By: Pure Innovation (2014)
- Best Branch Manager 2013 (Regional on overall performance)
- Best Branch Manager 2011-2012(Regional on overall performance)
- Best Consultant 2010 (Customer Service)
- Certificate in GoYee Mission School 2010 (Live School)
Personal Information
- Date of Birth: 09/25/86
- Gender: Female
- Nationality: South African
- Marital Status: Married
References
- Given Sekgotho, Front Office Manager (Admed Gap Cover/Guardrisk), 0799156313
- Rachel Modise, Treasurer (Go Yee Mission), 0832506514
- Ander Van Tonder, Regional manager (African Bank -Pretoria Region), 0829231496
Timeline
Retail Branch Manager
Old Mutual Finance
04.2024 - Current
Program Manager
Kingdom Initiative Development
05.2017 - 02.2018
Branch Manager
African Bank
07.2011 - 03.2015
Sales Consultant
African Bank
10.2007 - 06.2011
Higher Certificate in Business Management - undefined
Regenesys Business School
Call Centre & Computer Certificate - undefined
Cornerstone-HR
Grade 12 - undefined
Princefield Trust School
Client Care Advisor
Guardrisk Insurance Company Limited
9 2018 - 07.2023
RE 5 Regulatory Examination Certificate -
Moonstone