Petros Matshinini
Operations Manager
Cape Town
Summary
Seasoned Operations Manager and talented leader with over 21 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach. Highly skilled in cost-cutting and operational improvements without impacting quality of products and services.
Overview
21
21
years of professional experience
Work History
Customer Service & Operations Manager
SUM1 INVESTMENTS
8 2023 - Current
Ø customer acquisition and growth strategy,
Ø Development of the SUM1INVESTMENTS brand in the market and communities
Ø Engage with existing and potential clients in order to develop new products
Ø Identify and partner with key stakeholders in government and communities
Ø Customer engagement strategy nationally
Ø Regular customer engagement and responsibility for all digital and physical customer engagement platforms (WhatsApp, Web, Social Media, Newsletters, etc)
Ø Customer Retention Strategy
Ø Increase the Assets Under Manager through a robust Sales Strategy, targeting Stokvels, Investment Clubs/ Associations/ Groups
Non-Executive Director
AFROSOUL Investments
03.2020 - 07.2023
Areas of responsibility and accountability
Stakeholder Engagements (Government and Business)
Oversight of Business Operations and Funding
Ø The Amathuba Tech hub
Ø Youth in Agriculture project
Operations Manager
Old Mutual
03.2015 - 02.2020
Areas of responsibility and accountability:
Ø Business representative on the Retirement Funds Board of Trustees
Ø Internal Transfers process owner across the Old Mutual Group
Ø Unallocated deposits and Small Balances process owner
Ø Old Mutual Unit Trusts business migration onto the Wealth platform
Ø Budget Variance management
Ø Risk, Audit and Compliance Business Lead
Ø Business Disaster Recovery plan
Ø Occupational Health and Safety
Ø Continuous Improvements (Operational Efficiency)
Ø Incidents and Escalations management
Ø Review and approval of the Standard Operating Procedures
Ø Deal with escalated queries from top tier Brokers, Clients and tied Financial Advisors regarding their Old Mutual Wealth investments
Ø Attend the Old Mutual Wealth Road Shows nationally to interact with different top tier Brokers, tied Financial Advisors and clients
Team Leader
Old Mutual
03.2011 - 03.2015
- Old Mutual Wealth Investments Administration – Death Claims & Section 37 C, Unit Trusts, Section 14 Transfers, Section 37 Transfers, Retirement Funds, New Business, Withdrawals, Switches, Contractual Changes
Team Leader
Old Mutual
08.2009 - 02.2011
- Fairbairn Capital Call Centre
Team Leader
Old Mutual
02.2009 - 07.2009
- Seconded to the Retirement Fund Administration for the Orion Superfund Business Recovery Project
Team Leader
Old Mutual
02.2008 - 01.2009
- Fairbairn Capital Service Centre
Team Leader
Old Mutual
05.2003 - 01.2008
- Employee Benefits Call Centre
Department Head Development Programme
Old Mutual
04.2003 - 04.2004
Education
Bachelor of Social Science - Industrial Sociology And Philosophy
University of Cape Town
Cape Town, South Africa 12.1998 - 12.1998
Post Graduate Diploma in Management Practice - Business Administration And Management
University of Cape Town Graduate School of Busines
Cape Town, South Africa 06.2015 - 06.2015
Skills
Operations Management
Process improvement strategies
Operations Oversight
Client Relationships
Incidents management
Performance Management
Financial Management
Strategic Planning
Customer Retention
Planning and Implementation
Business Planning
Decision-Making
Business Development
Performance reporting
Operational Efficiency
Data Analysis
Operations Monitoring
MS Office
Team Leadership
Organizational Management
Staff Management
Process Improvement
Performance monitoring
Customer Service
Problem-Solving
Operations Management
Telephone
- Mobile, +27 69 809 6196
- Mobile, +27 69 345 7824
- Primary, petrosmat1972@gmail.com
- Alternative, matshininip1@gmail.com
Personal Information
- ID Number: 7208015745088
- Disability: No
- Nationality: South African
Languages
English
other South African languages
References
For Protection of Personal Information, reference information can be provided on request.
Timeline
Non-Executive Director
AFROSOUL Investments
03.2020 - 07.2023
Post Graduate Diploma in Management Practice - Business Administration And Management
University of Cape Town Graduate School of Busines
06.2015 - 06.2015
Operations Manager
Old Mutual
03.2015 - 02.2020
Team Leader
Old Mutual
03.2011 - 03.2015
Team Leader
Old Mutual
08.2009 - 02.2011
Team Leader
Old Mutual
02.2009 - 07.2009
Team Leader
Old Mutual
02.2008 - 01.2009
Team Leader
Old Mutual
05.2003 - 01.2008
Department Head Development Programme
Old Mutual
04.2003 - 04.2004
Bachelor of Social Science - Industrial Sociology And Philosophy
University of Cape Town
12.1998 - 12.1998
Customer Service & Operations Manager
SUM1 INVESTMENTS
8 2023 - Current
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