Neo Frank Mhangwana
Training Specialist
Tembisa
Summary
Dynamic Training and Development professional with over 10 years of experience in designing and implementing effective training programs. Expertise in member education and communication, having successfully delivered presentations to diverse audiences at Bidvest Group Limited and Alexander Forbes. Notable for developing training solutions that have enhanced employee performance. Committed to fostering a culture of continuous learning, ensuring that training initiatives align with organizational goals and contribute to the success of the prospective employer.
Overview
31
31
years of professional experience
Work History
Retirement Fund Communication Specialist
Bidvest Group Limited
Melrose Arch
09.2019 - Current
- Member Education for employees within the Bidvest Group - Nationally
- Conduct Member presentations (face-to-face and virtually), which include (Fun Credit, Fund Salary, Contribution rates & Costs, Disability Benefits, Death and Funeral Benefits, Withdrawal & Retirement, Housing Loans, Investments, Communication) and HR Training for payroll/ HR staff countrywide which includes (Member Presentation and processes on Death Claims, Disability Claims, Retain Benefits and exits), Coordinate and set up presentations, Update presentation slides on an ongoing basis, organize travel and accommodation with assistance by the Office Administrator.
- Establish and maintain business relationships
- Liaise and source opportunities with HR Personnel of companies within the Bidvest Group to educate their staff on the Bidvest Retirement Fund. Communicate confidently and professionally with HR personnel, Branch Managers and other contact persons of Bidvest Companies.
- Written Communication
- Update Member booklets as and when is required. Update Guides & forms on risk benefits (Death, Disability, Retained benefit etc.). Update New Member Packs for new companies joining the Fund. Draft and manage any written communication as and when it is required.
- Exits calling: Call members who have exited the fund to explain to them the different options on exit as well as the withdrawal claim process. (Resignations, Dismissals, Retrenchments, Preservation Members and Deferred Retirees).
- Monthly Fund Contributions: Continuous follow ups with employers/ Payroll staff every month to ensure that contributions are paid to the fund and schedules are uploaded online on time into the system.
- Death Claims: Assist the team and Fund Administrators on unresolved death claims. Follow up with Fund Administrators on Outstanding Death Claims. Check the Death Claims packs to ensure that all documents required are submitted. Trace individuals who are of interest to a case. Identification of the decease members’ dependents/ nominees. Obtaining evidence on dependents of deceased members. Run the Death Benefit Calculator for the distribution of the Death Benefit to the correct Beneficiaries according to the resolution. Report findings of investigations to the Principal Officer and Fund Consultant. Draft response letters to beneficiaries that have lodged complaints on final decision made by the Board of Trustees on allocation percentages.
- Board of Trustees: Sit in the board meetings and report on Member Education progress and challenges when required. Identify Training needed for the board to undergo as per legislation by FSCA. Sit in the Retirement Fund Committee Meetings: Investment Committee, Risk Benefits Committee, Administration & Communication Committee.
- Member Presentation Videos: Planned and designed slides for each of the 9 topics of the Bidvest SA Pension and Retirement Fund. i.e Text on slides, Images and script drafting which reviewed and signed off by the line manager (Subject matter Expert). Recorded the videos and audio clips through the professional Media Company (Scarlet Cord Media). Review and corrections on the draft videos for each topic. The media company finalised the videos including the animations.
- Board Member Elections: Designed electronic survey forms for the 2020 Board Elections and updated the paper-based form for members that have no access to internet. Email and SMS communication and updates to members of the Fund on the election progress. Granted the auditors access to the online system for data tallying and reporting of the results. Announcements of the nominated candidates and the final elected members of the Board to the Bidvest Group. Compile new Board Member Packs for the newly elected members of the board. Send notification about the Board and Committee meetings to the new board members. Sourcing of Training Provider and recommending courses to be attended by the new board Members for upskilling purposes. Identify Training needed for the new board to undergo as per legislation by FSCA.
- Divisional Website: Drafting of layout of the website. Updating of new information. Uploading of Member Forms, Investment Updates, Fund Factsheets, Member Communication and Announcements as well as other downloadable files related to Member Communication. Continuous updating the site as and when needed. Attending to queries submitted through the website.
- Performance Assessments Surveys (Google Forms) Design and develop survey questionnaires to assess the board members, service providers, chairman of the board and principal officer to gather relevant and accurate data. Manage and organize survey data. Perform data cleaning and validation processes to ensure high-quality survey data. Prepare comprehensive reports and presentations summarizing survey findings, including visualizations and recommendations for action. Present survey findings to stakeholders, providing clear and concise explanations and recommendations.
Member Education Specialist
Alexander Forbes
Sandton
03.2017 - 08.2019
- Managing the Portfolio within Point Of Distribution Teams:
- Member Education for Clients
- Plan Educational programs for clients, Co-ordinate presentations nationally with Institutional Consultants, MES colleagues and directly with corporate clients, Perform financial educational and fund specific presentations to members of our corporate client funds. Identify the client’s educational needs and recommend the programs suitable to meet the client’s needs, design and update presentations, Provide education to members via group presentations, telephone conferencing, radio or satellite broadcasting, Inductions, seminars and Road Shows. Conduct 1 to 1 consultation sessions with fund members to uncover an individual financial needs and refer them to Financial Advisor. Travel to clients (Nationally) and make own travel bookings.
- Member Educational presentations for clients include: Development Bank of South Africa, Datacentrix, Wits Health, Telkom, Airport Company of South Africa, National Geoscience, Pride Milling, Glencore Mines, South32, Protea Hotels, Free State Municipality, Country Bird, SANRAL, SABS, South African National Council of the Blind, National Research Foundation, MTN e.tc
- Maintaining relationships internally and externally
- Liaise and source opportunities with Institutional Consultants, as well as FPC consultants, to educate members on their corporate funds. Communicate confidently and professionally with trustees and HR personnel of corporate clients.
- Product knowledge
- Understand and have knowledge of market offerings and changes to products and fees.
- Legislation
- Ensure to keep up with changes in legislation, including all legislation affecting the business and members or technical industry changes.
- Marketing material
- Fully understand the material being presented. Update presentation material as needed and customize for clients as appropriate.
- AF Online
- Educate members on AF Online financial tool and its functionalities. Assist members to register on AF Online financial tool And Mobile App.
- Administration
- Carry out own admin, e.g. calendar bookings, invoicing, presentation schedules, attendance registers, Travel bookings, travel claims, etc.
- Financial Services
Professional Driver
Uber
Johannesburg
11.2015 - 03.2017
- Main Purpose: Transporting of Uber customers/ clients to different destinations (between airports, workplaces, hotels, restaurants, residentials e.t.c).
- Duties: Ensure that riders arrive to their destinations on time and safely. Always provide professional service to maintain customer satisfaction. Ensure that the vehicle is clean and meeting the standards set by the business. Build and maintain good relationships with Uber customers. Communicate with office support staff regarding trip issues that needs to be resolved. Report lost items to the office. Rated as one of the best and top Uber drivers is South Africa: 2016 – 2017 (5 Star Driver).
Financial Administration Supervisor
Mhangwana Commercial & Financial Accountants
Kemptonpark
02.2015 - 05.2015
- Main Purpose: Oversee Schools Audting Section
- Duties: Monitor employee’s daily tasks to maintain and to increase productivity, ensure that weekly and monthly targets are met, Resolve client’s queries to ensure that their financial reports are delivered as per SLA, Escalate other financial queries to the Managing Director. Compile checklist when receiving financial documents from client to ensure a receipt of correct documents to process for auditing purposes. Follow up with clients for outstanding documents for information processing. Assist administrators with processing of: Cheque Requisitions, Petty cash Vouchers, Bank Cash Deposits, Cash Receipts. Analysing bank statements and reconciling the Trial balance. Export Trial Balance to Excel and identify transactions with cheques without supporting documents to report to clients. Drawing up financial reports and export to Excel for Management and clients. Analyze Trial Balance and report transactions with no proper allocations to clear other expense account. Installation of the software and training clients on using the Quick books Application at the client’s premises. Dispatching driver for delivering of invoices, financial books and collection of books to be processed.
Liberty Corporate Connect System Trainer
Liberty Life
Braamfontein
10.2013 - 09.2014
- Main Purpose: To take full ownership of LC Connect system training and to contribute to the overall success of the LC Connect external roll out project.
- Duties: Train clients and, where required, financial advisers on LC Connect. Be able to apply a variety of training methods (e.g. medium to small sized groups of employees, one on ones, telephonic and face to face training) as required. Be able to successful resolve any billing and contribution management queries. Be able to successfully resolve any LC administration related queries or facilitate the resolution thereof. Be able to overcome barriers and objections. Co-operate and collaborate with those areas in the business that are providing support to LC Connect (sales and support resources, permanent staff in access, systems areas). Achieve targeted training targets. Receive positive feedback on the quality of the training session. Provide excellent customer service. Take accountability and ownership for the function.
- Training – Explain the advantages of LC Connect to financial advisers and clients telephonically and in person. Facilitate the appropriate training intervention according to the clients’ requirements (face to face/telephonic/individual/group). Trains clients how to practically use LC Connect system to update their payroll records to reflect the Statement of Account.
- Sales: Influencing/ advising – Ability to overcome barriers/ resolve conflict in a positive manner. Able to negotiate to achieve a successful outcome. Open to views and approach of the financial adviser/ client. Contact financial advisers or employers to explain and market LC Connect and secure a favourable response to employer training. Send marketing information to the client. Ensure all necessary checks are finalised before training takes place (e.g minimum PC requirements). Update clients contact information on Compass system and billing cases created and managed on workflow system.
- Relationship building – working well with others in the team or unit, establish rapid rapport with a new contact.
- Administration – Perform required tasks in regards to provident/pension fund administration to ensure efficiency, data integrity and updated records on the funds. Arrange and communicate LC Connect access information to clients. Ensure that the client is assisted with LC Connect post training.
- Financial Services
Traffic Control – Supervisor
Airport Companies of South Africa
OR Tambo International Airport
06.2013 - 09.2013
- Duties: Report to work 30 minutes before starting time to prepare daily shift schedule and organize shift register before staff clock in. Ensure full shift complement and equipment. Do parade and shift inspection. Conduct shift briefing on anticipated traffic volumes and events. Deploy Traffic Controllers to their designated bays for that specific shift. Ensure a safe working environment through planning, training, coaching and motivation.
- Enforce good Work Ethics by motivating Traffic Controllers to be punctual, positive when during operation and create exceptional team spirit. Maintain and manage Traffic Controllers conduct and discipline.
- Ensure that Traffic Controllers carryout their operational responsibilities. Ensure that Traffic controllers are briefed and aware of daily operations matters. Attend to escalated queries from team and customers. Sensitize Operations Manager of any complaints that are not resolved from any stakeholder in good times. Enforce non-smoking policy procedure accordingly. Assist Traffic Controllers in need and develop them accordingly. Report, follow up and investigate all incidents within 48 hours to Ops Manager or ACSA Landside Manager. Submit the following reports daily to the Ops Manager: Bus operational times between the car parking (Super South and Charlie Gate) and Airport terminals, driver’s behavior or conduct, conditions of the buses (Cleanliness, body and mechanical conditions) and number of buses in operation. Daily Shift Report on Traffic Controllers. Report on clamped and towed vehicles report per shift.
- Aviation
HR Training & Development Practitioner
CreditEdge PTY (Ltd)
Randburg
06.2008 - 05.2013
- Duties: Develop and support training programmes:
- Identify training gaps and needs. Design and develop learning materials. Customize learning materials according to departmental needs. Update Learning Materials and presentations (ongoing). Research on courses or qualifications for employees and ensuring that the programmes are aligned to the organizational requirements and business strategy. Conduct Product Training, Sales Training and Work Ethics Workshops. Assist OD Team to develop the MDP Programmes e.g (Managing and Monitoring Performance, Employees Files Audits, Motivational Programmes (e.g High Moral Productivity) and Company Business Strategy workshops for employees.
- Deliver training programs based on requirements and needs assessment results: Setting up the training room (visual aids, lighting e.t.c). Prepare attendance registers, Train employees on Computer literacy skills, HR Policies, Performance Management System and Soft Skills. Conduct Motivational programme sessions. Train employees on Employee Self Services System (VIP). Conduct Onboarding programs and ensuring that new employees go through a smooth onboarding process from recruitment to understanding operational requirements.
- Call Centre Training Function: Develop, implement and support a training curriculum for Call Centre staff and supervisors (Inbound/ Outbound and Telesales Staff).
- Deliver Soft Skills training programs to Call Centre (Inbound/ outbound) training objectives: Communication, Active Listening, Assertiveness, Conflict Handling, Probing Skills, Telephone Skills, Negotiation Skills and Team Effectiveness. Deliver Soft Skills training programs to Telesales Agents.
- Skills Audits: Development of Skills Assessments on Product and on the Job Training programs. Assess and make judgments based on evidence recorded whether an employee is meeting or not meeting the requirements for the position as per Job Profile.
- Making recommendations on Training or formal qualifications to be attended by employees based on training needs or gaps identified. Obtain information on work related external courses.
- General Admin: Schedule training interventions; complete all required administration and liaising with other departments. Ensure that learner records are captured for Skills Development reporting and BEE Status reporting purposes. Compile feedback/ reports when required. Prepare training agreements, authorisation letters and payment orders for staff training and development with external Providers and Higher Education Institutions.
- Reports: Compile Training feedback and Training reports when required (Monthly Reports, Annual Training Reports, BEE Training Report).
- Other HR related duties: Project Coordinator for Company Social events. Assist in HR related functions and Organizational Development functions such as: Collecting candidates for interviews at reception, issuing HR2 forms to the candidates, sit in the interview sessions, assist in regard to leave queries even electronically on VIP System (ESS). Updating Performance scores from the Performance Appraisal documents submitted for incentive bonuses and for performance tracking. Developing Personal Development Plans based on employee’s performance results and recommend what skills and knowledge to be acquired to improve performance. Updating Employees details on VIP System, confirm employment of staff to Credit Grantor’s. Advise employees in regard to HR policies and procedures. Organizing Wellness Program and other related HR Events.
- Financial Services
Training & Development Consultant
Regent Life
Bruma
06.2005 - 06.2008
- Managing The Portfolio: End-User Training & Development, Regent Life Products and Induction Programme:
- Duties: Identify training needs using pre-assessment tools. Departmental managers providing training needs. Develop training solutions and action plans. Development of Course Material based on Isset Seta unit standards (MS-Word, Access Database Designing, Outlook, PowerPoint, Excel, Lotus Notes). Provide Microsoft Office training for internal staff according to the departmental or individuals training needs.
- Regent Life product Training: Credit Life and Individual Life Products. Product Training to Regent Life Brokers and Dealership business managers. Funeral Cover. Savings Units. Credit Life Cover. Hospital Cash Plan. Mortgage Bond Cover. Update Training Manuals according to changes on policies. Training Impact Selling Skills on how to sell the products.
- Induction Programme: Conduct Regent Life Induction Programme on the following: Imperial Profile, Regent Life Business, Departments, Company Structure, Performance Appraisals, HR Policies, Employment Equity, Occupational Health & Safety, BEE & Employee Ownership Scheme (Shares). Update the programme material.
- Training Coordination: Assist and supervise Administrators regarding all the administration relating to my training portfolio and to ensure accuracy of training manuals given to delegates.
- Customer Service / Learner Support: Attend or assist with general training queries. Telephone and email support (PC related queries).
- Reports: Training reports and adheres to deadlines given (reports handed in before the 10th of every month).
- Regent Life Product Promotions Project: Conducting Product Knowledge Training. Conduct Product Knowledge Assessments. Conducting on the job training. Coaching and Mentoring for Gekonet and Commutanet Promoters (Promotions and Sales Skills).
- Financial Services
Training Officer
Keybase Training Institution
Sandton
09.2004 - 05.2005
- Duties: Assessing of clients to ensure that they receive the correct computer software training. Conducting one-on-one assessments. Training of end user applications (MS Office up to advance level. Software support for clients, post training. Telephonic / E-mail support and post training. On-site training of clients including: Nedbank Limited. Class room training for clients include Sasfin Bank, Transunion ITC, Unitrans Freight, Group 5 e.t.c.
Driver Diesel Information (DDI) Fleet Management System Specialist
GDC, SA Cross Border Division
Elandsfontein
02.2003 - 08.2004
- Duties: Manage Diesel usage in the JHB Depot, including ordering diesel/ petrol from the refinery, top-up tanks and track diesel usage by balancing the readings between fuel slips and pump readings daily. Solve queries on data received from each depot. Data Analysis & fixing and Import data electronically. Train and coach other users on the Fleet Management system in all depots across Africa which includes Mozambique, Zimbabwe, Malawi, Zambia, Beitbridge, Musina, Durban e.t.c. Process and Authorize information from the system for month end reports. Draw and analyze reports from the system, Run backups, System support and Administration. Interact with depot managers for system progress & staff performance. Export diesel and petrol to Outside countries including Zimbabwe, Malawi and Beira.
- Cross border Freight/ Logistics
Senior Training Consultant
Alexander Forbes Technology
Sandton
07.1999 - 08.2002
- Duties: Facilitate computer workshops. Trainer, Computer Literacy and Insurance Claims system. Design and conduct literacy tests and assessment. Design and Develop learning materials. Update existing learning materials (ongoing). Assist helpdesk on Software queries. Follow up on people trained (Learner Support System). Training administration & coordination. Account Executive for Thebe Hoskens (Develop and support training programmes, Deliver training programs based on requirements and needs assessment results, ensure that employees are skilled as per their role). Lectured Information Technology at CIDA University (800 students and produced 90% pass rate & distinctions).
- IT & Financial Services
Computer Instructor and Training Administrator
Transnet Esselenpark
01.1995 - 06.1999
- Duties: Facilitate computer workshops. Design and conduct literacy tests and assessments. Design and Develop learning materials. Printing and distribution of Learning Materials. Training administration & coordination. Print and issue Certificates. Receipt payments of workshop fees. General Office Administration.
- Community Development Section (Rail and Transport)
Education
Matric - North Sotho, English, Afrikaans, Mathematics, Physical Science, Biology
Mitzvah High School
12.1993
Certificate - International Assessor Award
City and Guilds of London
04.2001
Diploma - International Diploma in Teaching and Training
City and Guilds
12.2001
Certificate - Microsoft User Specialist 2000
Keybase Computer Training
12.2001
Certificates - Plan & design the learning, Develop OB Learning Materials, Present the learning, Assess the learning and Analysis & assessments and evaluate the self
K & G Gray Training
12.2001
Certificate - Moderating Outcome-Based Assessments
Learning Performance Link
02.2007
Certificate - Outcome-Based Learning Certificate
Learning Performance Link
09.2007
Training - The Retirement Fund Basics Training
Alexander Forbes
04.2017
Training - POPIA Internal Training
KnowBe4 Training
04.2021
Training - Cybersecurity and Cyber Resilience Training
ICTS
08.2025
Skills
- Learning Material Designing
- Data Analysis
- Systems Designing
- Financial Administration
- Communication
- Microsoft Office
- Retirement Funds
- Team player
- Multi-tasking
- Organizational skills
- Leadership skills
- Time management
- Problem solving
- Sales and Negotiations
- Risk Benefits
Accomplishments
- School Award – Matric, 1993-09-01
- Work Performance Award (Regent Life), 2006-11-01
- Professional Attitude / Behavior Award, 2009-02-01
- CSI Project Award (Credit Edge), 2009-05-01
- Best performer award (Alexander Forbes), 2018-04-01
- Baobab Certificate of recognition (Alexander Forbes), 2018-11-01
- Top 8 finalist in the Retail Division Annual Performance Recognition program, 2019-05-01
Languages
Afrikaans
Xhosa
South Sotho
Tswana
English
North Sotho
Zulu
Activities
- Regent Life Pty Ltd, Corporate Soccer Team Manager, 2005-01-01, 2008-12-31
- Mayibuye Group Pty Ltd, Company Choir Director & Founder, 2009-01-01, 2013-12-31
- Church, Deputy Chairperson – Youth organization, 2009-01-01, 2011-12-31
- Community Projects, Community Youth Programs Manager, 2019-01-01, 2020-12-31
- Bidvest Corporate (PTY)LTD, Employment Equity Committee Member, 2024-10-01, present
Personal Information
Title: Training and Development Specialist
Timeline
Retirement Fund Communication Specialist
Bidvest Group Limited
09.2019 - Current
Member Education Specialist
Alexander Forbes
03.2017 - 08.2019
Professional Driver
Uber
11.2015 - 03.2017
Financial Administration Supervisor
Mhangwana Commercial & Financial Accountants
02.2015 - 05.2015
Liberty Corporate Connect System Trainer
Liberty Life
10.2013 - 09.2014
Traffic Control – Supervisor
Airport Companies of South Africa
06.2013 - 09.2013
HR Training & Development Practitioner
CreditEdge PTY (Ltd)
06.2008 - 05.2013
Training & Development Consultant
Regent Life
06.2005 - 06.2008
Training Officer
Keybase Training Institution
09.2004 - 05.2005
Driver Diesel Information (DDI) Fleet Management System Specialist
GDC, SA Cross Border Division
02.2003 - 08.2004
Senior Training Consultant
Alexander Forbes Technology
07.1999 - 08.2002
Computer Instructor and Training Administrator
Transnet Esselenpark
01.1995 - 06.1999
Matric - North Sotho, English, Afrikaans, Mathematics, Physical Science, Biology
Mitzvah High School
Certificate - International Assessor Award
City and Guilds of London
Diploma - International Diploma in Teaching and Training
City and Guilds
Certificate - Microsoft User Specialist 2000
Keybase Computer Training
Certificates - Plan & design the learning, Develop OB Learning Materials, Present the learning, Assess the learning and Analysis & assessments and evaluate the self
K & G Gray Training
Certificate - Moderating Outcome-Based Assessments
Learning Performance Link
Certificate - Outcome-Based Learning Certificate
Learning Performance Link
Training - The Retirement Fund Basics Training
Alexander Forbes
Training - POPIA Internal Training
KnowBe4 Training
Training - Cybersecurity and Cyber Resilience Training
ICTS