Nokwazi Mbatha
Summary
At the forefront of business banking with Standard Bank South Africa, my focus on client management and strategic sales has bolstered business objectives and customer satisfaction. The last three years have been about optimizing value for both the bank and our customers, with a sharp eye on identifying sales opportunities through detailed portfolio analysis.
Collaborating with cross-functional teams, including Credit and Product Specialists, has been pivotal in ensuring the alignment of sales strategies and recovery of revenue. This synergy, along with my dedication to service excellence, underscores my commitment to driving growth and achieving benchmarks within a leading financial institution.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Transactional Banker Business & Commercial Banking
Standard Bank SA Group
04.2021 - Current
• Co-managed the day to day running and maintenance of the portfolio of 150 clients with turnovers ranging between R20 million and R100 million.
• Collaborated with the Account Executive to successfully acquire sales, and achieved 100% of my annual sales budgets and goals as set by the Business Centre.
• Analyzed client portfolios to identify sales opportunities, aligning with bank’s sales strategy using analytical tools like Smart2, PMT and Sales Force.
• Partnered with cross-functional teams, including Credit Specialists and Product Specialist, to optimize value and meet business goals.
• Analyzed and interpreted business and financial information e.g. balance sheets, financial statements, and management accounts, to prepare and motivate quality scored and non-scored credit applications in line with credit requirements.
• Ensured the portfolio adhered to the required risk management standards.
Account Analyst, Entrepreneur Segment
Standard Bank SA Group
05.2016 - 03.2021
- Supported Relationship Manager to run a portfolio of 200 clients with an annual turnovers between R5million and R10 million.
- Supported Relationship Manager to successfully acquire sales.
- Ensured the portfolio adhered to the required risk management standards.
- Won Standard Bank South Africa's prestigious award "Mark of Excellence 2019", recognizing outstanding performance across South Africa.
Education
Advanced Diploma in Management Practice - Management
Henley Business School NQF7
South Africa12-2021
Certificate in Banking NQF5 -
Milpark Business School
Johannesburg12-2019
National Diploma IT: Software Development NQF6 -
University of Johannesburg
Johannesburg05-2009
Skills
- Portfolio Management
- Client Relationship Management
- Credit
- Customer Service
- Financial Analysis
- Sales
- Risk Management
- Team Collaboration
Accomplishments
- Winner of Mark of Excellence 2019 for outstanding performance at Standard Bank South Africa
- Teamwork Award 2023
Certification
- RE5 Certificate (FAIS Representative)
References
References available upon request.
Timeline
Transactional Banker Business & Commercial Banking
Standard Bank SA Group
04.2021 - Current
Account Analyst, Entrepreneur Segment
Standard Bank SA Group
05.2016 - 03.2021
Advanced Diploma in Management Practice - Management
Henley Business School NQF7
Certificate in Banking NQF5 -
Milpark Business School
National Diploma IT: Software Development NQF6 -
University of Johannesburg
- RE5 Certificate (FAIS Representative)
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