Lesley Awene Mokgehle

Provide Business Clients sales and service function

Portfolio Management

Portfolio Growth

Client Retention

Underatanding client's ecosystem

Virtual client service

Growing Portfolio Operating Income

Risk and Compliance

• Account Opening & Maintenance
• Product and Services Knowledge
• Product Related Systems
• Risk Awareness
• Risk Management

• service.
• relationship management.
• credit applications
• financial acumen.
• Customer Onboarding.
• Cross Sell.

• Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
• Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
• Answered inquiries and resolved or escalated issues to management personnel for problem resolution.
• Routed incoming mail and messages to relevant personnel without delay.
• Confirmed appointments, communicated with clients and updated client records.
• Developed and implemented performance improvement strategies and plans to promote continuous improvement.
• Carried out day-to-day duties accurately and efficiently.
• Scheduled office meetings and client appointments for staff teams.
• Resolved customer problems and complaints.
• Monitored and screened visitors to verify accessibility to inter-office personnel.

• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Established and deepened existing client relationships through complex financial planning.
• Answered clients' questions about purposes and details of financial plans and strategies.
• Drafted comprehensive financial plan to offer recommendations and supporting data.
• Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
• Offered friendly and efficient service to customers, handled challenging situations with ease.
• Worked with customers to understand needs and provide excellent service.