Mampheng Victoria Selai
Johannesburg
Summary
Strategic professional skilled in client relationship management and financial strategy implementation. Fosters trust and loyalty through tailored solutions and ethical governance, driving sustainable growth. Demonstrates effective project management and team leadership, consistently delivering quality outcomes while identifying client needs.
Overview
18
18
years of professional experience
Work History
Financial planner
ABSA Bank
Johannesburg, Gauteng
11.2016 - 07.2024
- Promoted banking products and services, increasing brand visibility.
- Boosted sales revenue through strategic marketing initiatives.
- Analysed banking trends for enhanced decision-making processes.
- Analysed financial reports to provide insights on performance.
- Managed customer queries for improved satisfaction.
- Maintained compliance to regulations, ensuring organised workflow.
- Worked effectively under pressure during high-stake negotiations, resulting in profitable deals.
- Maintained up-to-date knowledge of banking laws and regulations, ensuring compliance at all times.
- Liaised with multiple departments, ensuring smooth operations.
- Coordinated meetings with clients, boosting relationship management efforts.
- Cultivated a professional and friendly bank environment, promoting customer comfort and trust.
- Identified sales opportunities by understanding customers' financial needs and goals.
- Identified and developed new business opportunities, expanding existing client bases.
- Observed and acted on stock market trends and movements.
- Translated financial jargon for complete client understanding.
Financial Advisor
Old Mutual Wealth
Johannesburg, Gauteng
02.2008 - 10.2016
- Consulted with clients to assess and meet short- and long-term financial goals.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Advised and implemented appropriate insurance cover for clients.
- Assisted clients in setting realistic financial goals by identifying their needs.
- Delivered presentations to prospective clients showcasing services offered.
- Updated clients on new financial products for improved investment possibilities.
Sales manager
Morkels JDG (group)
Johannesburg, Gauteng
06.2006 - 01.2008
- Managed sales pipeline efficiently, ensuring consistent flow of business and meeting of sales objectives.
- Motivated sales staff to continuously improve strategies through competitions and personalised coaching plans.
- Prepared detailed reports on sales activity, revenue generation, and market penetration for senior management review.
- Built new business partnerships to drive customer acquisition and generate revenue.
Education
Certificate - Foundations of Financial Management
IQ Academy
South Africa06-2026
NQF Level 7 - Advanced Diploma in Business management
Mancosa
Johannesburg, Gauteng12-2025
NQF Level 6 - Advanced Certificate in Financial Planning
Mancosa
Johannesburg, Gauteng12-2024
Certificate - Administrator of Deceased Estates
SA Law School
Johannesburg, Gauteng12-2023
Certificate - National Certificate: Wealth Management
Inseta
Johannesburg, Gauteng12-2024
Regulatory Examination Certificate - Regulatory Examination (RE1)
Moonstone
Johannesburg, Gauteng03-2014
National Diploma - Small Business Management
Walter Sisulu University
East London, Eastern Cape01-2002
Skills
- Estate planning expertise
- Wealth accumulation
- Risk tolerance assessment
- Retirement strategies
- Investment selection
- Wealth preservation
- Long-Term planning
- Asset allocation knowledge
- Financial planning
- Portfolio Management
- Cash flow modelling
- Financial modelling
- Budgeting and forecasting
- Budget creation
- Sales strategy
- Client acquisition
- Client engagement
- Client relationship building
- Customer relationship management
- Business development
- Business strategy
- Continuous improvement
- Effective communication
- Decision-Making proficiency
- Client education
- Mortgage advice
- Sales
- Ethical governance
- Client relationship building
Languages
English
sotho
Zulu
Timeline
Financial planner
ABSA Bank
11.2016 - 07.2024
Financial Advisor
Old Mutual Wealth
02.2008 - 10.2016
Sales manager
Morkels JDG (group)
06.2006 - 01.2008
Certificate - Foundations of Financial Management
IQ Academy
NQF Level 7 - Advanced Diploma in Business management
Mancosa
NQF Level 6 - Advanced Certificate in Financial Planning
Mancosa
Certificate - Administrator of Deceased Estates
SA Law School
Certificate - National Certificate: Wealth Management
Inseta
Regulatory Examination Certificate - Regulatory Examination (RE1)
Moonstone
National Diploma - Small Business Management
Walter Sisulu University