Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Outdoor activities
Languages
Timeline
Generic

Mbuso Zondo

Johannesburg

Summary

Dynamic Account Manager with a proven track record at FireWorx, excelling in client relationship management and data analytics. Successfully developed sales strategies that enhanced customer satisfaction and retention. Adept at collaborating with cross-functional teams to streamline operations, driving efficiency and delivering impactful results.

Overview

1
1
Certification
12
12
years of professional experience

Work History

Account Manager, Inside Sales

FireWorx
09.2024 - 03.2025
  • Managed client accounts to ensure satisfaction and retention.
  • Assisted in developing sales strategies to meet customer needs effectively.
  • Coordinated with cross-functional teams to streamline order processing.
  • Conducted research on industry trends to inform sales approaches.
  • Maintained accurate records of client interactions and transactions.

Financial Advisor

Momentum
11.2022 - 02.2023
  • Assisted clients in identifying financial goals and creating personalized investment strategies.
  • Educated clients on various financial products and services to enhance understanding and decision-making.
  • Conducted thorough market research to inform client recommendations and optimize investment portfolios.
  • Collaborated with senior advisors to develop tailored financial plans for diverse client needs.

External Consultant

First National Bank
10.2018 - 05.2021
  • Developed strategic frameworks to enhance client engagement and retention initiatives.
  • Conducted detailed market analysis to identify emerging trends and competitive positioning.
  • Collaborated with cross-functional teams to streamline operations and improve service delivery.
  • Facilitated workshops to educate stakeholders on best practices in risk management.
  • Mentored junior consultants, fostering professional growth and knowledge sharing within the team.
  • Implemented process improvements that increased project efficiency and reduced turnaround times.

Multi-Skilled Branch Consultant

First National Bank
06.2013 - 09.2018
  • Led cross-functional teams to develop and implement strategic solutions for client financial needs.
  • Analyzed market trends to identify opportunities for product enhancements and service improvements.
  • Facilitated client workshops to gather requirements and align solutions with business objectives.
  • Developed comprehensive reports to present findings and recommendations to senior management.
  • Collaborated with stakeholders to define project scopes, timelines, and deliverables for successful execution.
  • Mentored junior consultants on project methodologies and best practices in client engagement.

Education

National Diploma Financial Informattion Systems - Finance And IT

University Of Johannesburg
Auckland Park
02-2013

Skills

  • Teamwork and collaboration
  • Researched sales leads
  • Customer training
  • National accounts
  • Complaint management
  • Qualifying leads
  • Performance tracking
  • Data analytics
  • Client relations
  • Client relationship management
  • Client relationship building

Affiliations

FPI

FirstAid

Certification

Pastel Accounting

Outdoor activities

*Lights walks  in the evening

*Hiking

*Swimming 

*Soccer

*Hanging out

Languages

English
Bilingual or Proficient (C2)

Timeline

Account Manager, Inside Sales

FireWorx
09.2024 - 03.2025

Financial Advisor

Momentum
11.2022 - 02.2023

External Consultant

First National Bank
10.2018 - 05.2021

Multi-Skilled Branch Consultant

First National Bank
06.2013 - 09.2018

National Diploma Financial Informattion Systems - Finance And IT

University Of Johannesburg
Mbuso Zondo