Mashala Kgatla
eMalahleni,South African
Summary
Accomplished professional with a strong background in analytical thinking and risk evaluation, adept at creating long-term vision and portfolio strategy. Demonstrates proactive client advising and exceptional public speaking skills. Committed to leveraging expertise to drive strategic initiatives and deliver impactful results.
Overview
15
15
years of professional experience
13
13
years of post-secondary education
Work history
Excutive Financial Advisor
Metropolitan Life
eMalahleni, South Africa
2021.05 - Current
- Leveraged and grew client bank by generating referrals and developing network.
- Guided clients through complex mortgage applications, simplified process.
- Updated clients on new financial products for improved investment possibilities.
- Facilitated successful mergers and acquisitions by thorough due diligence processes.
- Renewed contracts promptly to maintain high-value client bases.
- Offered clients bespoke services in finance management and accounting.
- Managed a diverse portfolio of investments, maximised returns.
- Completed regular and ongoing reviews of client portfolios and created targeted, success-orientated advice.
Foundry Manager
Mcwade Productions
Olifantsfontein, Gauteng
2010.01 - 2018.12
- Managed team dynamics by implementing conflict resolution strategies.
- Led performance reviews, identified areas for improvement.
- Streamlined processes to improve and optimise office operations.
- Handled negotiations with outside vendors and service agencies to meet group needs.
- Established clear budgets and cost controls strategies to meet objectives.
- Enforced safety regulations to reduce workplace accidents.
- Implemented cost reduction measures, reduced overhead expenses.
- Planned revenue generation strategies designed for growth.
Education
Grade 12 - Physical Science and Accounting
Oosrand Secondary School
Boksburg, Gauteng 2003.01 - 2003.01
Higher National Diploma - Engineering Metallurgy
University Of Johannesburg
Johannesburg, Gauteng 2004.01 - 2014.12
NQF Level 4 - Short Term Insurance
Workers Academy of Insurance
Johannesburg, Gauteng 2009.01 - 2009.12
Management Advancement Programme - Faculty of Commerce, Law and Management
Wits Business School
Johannesburg, Gauteng 2016.03 - 2016.11
Class of Business 3 (COB3) - Long Term Insurance
Growth in Motion
Johannesburg, Gauteng 2021.09 - 2021.09
Class of Business 7 (COB 7) - Investment
Growth in Motion
Johannesburg, Gauteng 2023.08 - 2023.08
Regulatory Examination 5 (RE 5) - Financail Institution
Moontstone
Middelburg, Mpumalanga 2024.06 - 2024.06
Skills
Analytical Thinking and Risk Evaluation
- Long-Term vision creation
- Portfolio strategy
- Proactive client advising
- Public speaking
Accomplishments
- Awarded top 10 in the Region for 2024
- Currently maintaining top 5 in the region
Timeline
Regulatory Examination 5 (RE 5) - Financail Institution
Moontstone
2024.06 - 2024.06
Class of Business 7 (COB 7) - Investment
Growth in Motion
2023.08 - 2023.08
Class of Business 3 (COB3) - Long Term Insurance
Growth in Motion
2021.09 - 2021.09
Excutive Financial Advisor
Metropolitan Life
2021.05 - Current
Management Advancement Programme - Faculty of Commerce, Law and Management
Wits Business School
2016.03 - 2016.11
Foundry Manager
Mcwade Productions
2010.01 - 2018.12
NQF Level 4 - Short Term Insurance
Workers Academy of Insurance
2009.01 - 2009.12
Higher National Diploma - Engineering Metallurgy
University Of Johannesburg
2004.01 - 2014.12
Grade 12 - Physical Science and Accounting
Oosrand Secondary School
2003.01 - 2003.01