Onke Masoka
Johannesburg
Summary
Well-regarded RE5 accredited Financial Advisor highly effective at analyzing data and trends to make timely, useful and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage five years' experience to take on new position within any organization in the Financial Services industry, particularly Insurance.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Private Banking Advisor
First National Bank
04.2023 - 12.2023
- Assist with profit growth for the business through sales and acquisition of new clients
- Ensure growth and increase in customer base by managing existing clients, generating new leads and growing active customer account base
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Support sales through analysis of client portfolio and pro-active client engagement
- Provide sound services and recommendations based on customer and client needs, current information and trends
- Compile reports that track progress and guide business to make informed decisions
- Achieve expected financial targets and uphold associated service levels
- Develop and manage key stakeholder relationships that enable achievement of operational objectives
- Identify opportunities to expand our customer base with creditworthy and potentially profitable customers
- Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to area of specialisation
- Ensure effective management of the leads pipeline
- Understand and market all financial services solutions within the relevant business offering
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Act responsibly with work related resources in order to contribute to cost containment.
Support Banker
First National Bank
09.2021 - 03.2023
- Act responsibly with work related resources in order to contribute to cost containment
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Assist with profit growth for the business through sales and acquisition of new clients
- Support sales through analysis of client portfolio and pro-active client engagement
- Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth
- Identify sales opportunities and ensure effective management of the leads pipeline
- Report on transactional and process activities within set guidelines to provide timely information for decision making
- Comply with relevant statutory, legislative, policy and governance requirements
- Provide an efficient administration service through careful and timeous planning, reporting and updating of all relevant information
- Address customer needs in order to meet or exceed customer expectations
- Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service
- Achieve expected financial targets and uphold associated service levels.
Project Administrator
BMW Group Financial Services
11.2020 - 02.2021
- Worked with a strong attention to detail and excellent record-keeping abilities
- Functioned with a healthy competitive spirit and a drive to achieve results
- Co-ordinated tender related tasks
- Dealing with three of four Major companies in the country that deal with Cell Captives
- Contacting and working with CEO’s regarding their availability and assisting with document tracking and meeting of deadlines.
Financial Planner
PSG Wealth, East London
04.2019 - 01.2020
- Cold Calling and management of appointments with Clients and Product Suppliers
- Worked with a humble attitude and a willingness to learn
- Assisted Clients with Budgeting, Money matters presentations, gave Presentations to Groups and Individuals on the Importance of Financial Planning
- Dealt with Death, Disability and Critical Illness Claims
- Worked to support the company mission and adhered to company protocol at all times
- Planning and gathering of client information in preparation for appointments
- Marketing as well as awareness campaigns to assist the Public with Product specific information e.g
- Breast Cancer awareness month for woman explaining the benefits women receive on their medical aids for free.
Groupings Promoter
OFF Limit Promotions
06.2014 - 04.2016
- Selling Products directly to consumers in a non-retail environment
- Common used spaces would be Malls
- Worked with a Highly Competitive Team, Targets were allocated on a weekly basis
- Handled Sales and data capturing on my own
- Executed determination and persistence in the face of adversity
- Provided superior design skills and a strong understanding of computer software
- Encouraged unity and mediated conflict
- Proficient in MS Office suite.
Education
NQF Level 5 - Banking
TBC
Johannesburg, South Africa06.2023
Bachelor’s Degree in Business and Financial Management -
Varsity College Midrand Campus
12.2016
Higher Certificate in Business Management and Principles -
Varsity College Midrand Campus
12.2012
Grade 12 -
Graeme College
12.2011
Skills
- Relationship Building
- Strategic Planning
- Training and mentoring
- Presentations and public speaking
- Client Engagement
- Compliance requirements
- Stakeholder Management
- Needs Determination
- Research abilities
- Problem-Solving
Hobbies and Interests
- Reading
- Running
- Watching TV
- Travelling
Certification
- Regulatory Exam 5 (RE5)
- Class of Boniness
- DOFA
Languages
English
Advanced (C1)
Xhosa
Advanced (C1)
Zulu
Upper intermediate (B2)
Timeline
Private Banking Advisor
First National Bank
04.2023 - 12.2023
Support Banker
First National Bank
09.2021 - 03.2023
Project Administrator
BMW Group Financial Services
11.2020 - 02.2021
Financial Planner
PSG Wealth, East London
04.2019 - 01.2020
Groupings Promoter
OFF Limit Promotions
06.2014 - 04.2016
NQF Level 5 - Banking
TBC
Bachelor’s Degree in Business and Financial Management -
Varsity College Midrand Campus
Higher Certificate in Business Management and Principles -
Varsity College Midrand Campus
Grade 12 -
Graeme College
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