Summary
Overview
Work History
Education
Skills
Full Names
Contact Numbers
Personal Information
Timeline
Generic

Pheladi Thandi Modipi

Relationship Executive
Midrand

Summary

Energetic and personable professional with talent for building lasting relationships and fostering client loyalty. Well-versed in customer service principles and adept at deploying effective communication strategies and conflict resolution techniques. Committed to driving positive outcomes and enhancing client satisfaction.

Overview

18
18
years of professional experience
4029
4029
years of post-secondary education

Work History

Relationship Executive (Commercial Growth)

Absa Bank
11.2022 - Current
  • Drive Financial Targets: Maintain primary ownership of a portfolio of Growth Account clients, differentiated by the level of complexity of the client base
  • Relationship and Service Management: Actively develop strong client relationships
  • Contributed to the growth of the business by identifying new opportunities and potential clients through market research.
  • Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.

Private Wealth Banker

Absa Bank
11.2021 - 10.2022
  • To build and maintain professional business relationships across a portfolio of Private Wealth clients by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks

Relationship Executive (SME)

Absa Bank
09.2015 - 10.2021
  • Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
  • Contributed to the growth of the business by identifying new opportunities and potential clients through market research.

Branch Administrator / 2IC for Branch operational Manager

Absa Bank
10.2009 - 08.2021
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Maintained strong vendor relations through timely payments, clear communication, and contract negotiation skills.

Treasury Clerk/Specialist manager

Absa Bank
04.2008 - 10.2009
  • Daily balancing of general ledger accounts
  • Capturing and approving of journals

Teller

Absa Bank
04.2007 - 03.2008
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

Education

Postgraduate Diploma - Financial Accounting

University of South Africa (UNISA)

Advanced Certificate - Banking (Credit Learnership)

Milpark

Bachelor of Accounting Science (BCOMPT) - undefined

University of South Africa (UNISA)

Regulatory Examination (RE) - undefined

MoonStone

Grade 12 -

Nthlatlole Science And Commercial College

Skills

    Sound understanding of business banking sales

    Customer relationship Management

    Good knowledge of sales and service principles

    Portfolio growth through sales

    Client acquisition

    Cold Calling

    Financial Data analysis

    Attention to detail

    Business Acumen

Full Names

Pheladi Thandi

Contact Numbers

0798880767, 0713723571, 011 895 5536, Thandi.Modipi@gmail.com

Personal Information

  • ID Number: 8610260907082
  • Nationality: South African
  • Driving License: Code 10 (C1)

Timeline

Relationship Executive (Commercial Growth)

Absa Bank
11.2022 - Current

Private Wealth Banker

Absa Bank
11.2021 - 10.2022

Relationship Executive (SME)

Absa Bank
09.2015 - 10.2021

Branch Administrator / 2IC for Branch operational Manager

Absa Bank
10.2009 - 08.2021

Treasury Clerk/Specialist manager

Absa Bank
04.2008 - 10.2009

Teller

Absa Bank
04.2007 - 03.2008

Advanced Certificate - Banking (Credit Learnership)

Milpark

Bachelor of Accounting Science (BCOMPT) - undefined

University of South Africa (UNISA)

Regulatory Examination (RE) - undefined

MoonStone

Postgraduate Diploma - Financial Accounting

University of South Africa (UNISA)

Grade 12 -

Nthlatlole Science And Commercial College
Pheladi Thandi ModipiRelationship Executive