Nqobile Makama

Experienced Advisor with 12 years banking experience in the fields of financial planning, Sales, Investments, Sales Support as well as Client Service. Strong Sales Background and Financial Advisory

• To assist in proactively assist FNB Private Wealth, Private Clients, Premier Banking in sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. - Financial Planning, Estate & Fiduciary Planning, Investment advice as well as risk planning - Build and maintain relationships with new and existing clients - Establish relationships with internal networks - Provide a service to customers through a set of digital frameworks of voice and digital - Achievement of agreed financial objectives
• Liaising virtually with clients to determine their financial objectives, risk tolerance, income, expenses and assets. Offering strategic advice on products and services, such as investments, insurance coverage and estate planning. Securing stocks and bonds and establishing progressive investment strategies
• Liaising face to face through appointments with clients to determine their financial objectives, risk tolerance, income, expenses and assets. Offering strategic advice on products and services, such as investments, insurance coverage and estate planning. Securing stocks and bonds and establishing progressive investment strategies.
• Following the six steps of financial planning to achieve financial objectives of clients. Establish sales plans as well as support systems for regional branches in relation to ABSA life products Acts as a link between head office product managers and the branch network. Assist with product training, product development and new product implementation, sales performance reporting to relevant stakeholders, drive high performance culture in the regions. visiting branches across the region to offer support to branch management and staff in all aspects in relation to ABSA products.
• Provide a positive customer experience by being helpful and sensitive to customer needs and aspirations. Offering value adding banking solutions product - Cross selling as well as up selling to ensure clients have a balanced portfolio of banking products - Making outgoing calls to clients to process credit lending applications - Ensuring applications are processed timeously - Cold calling clients to solution through unsecured lending facilities - Reaching monthly targets - Set up a sales plan - Adhering to service standards - Cross selling to existing client base - Client interaction and providing excellent customer service - Assisting clients with banking transactions. - Daily balancing of all cash holdings (foreign and local) - Ensuring that branch stays within foreign cash and local cash holding limits - Making sure there no cash losses in a form of differences upon cash up times

• Bridgette Maswaganyi, Sales Manager, +27737212655
• Sanele Tshabalala, HR Business Partner, +27713621038

RE 5: Certificate for representatives