Summary
Overview
Work history
Education
Skills
Websites
LINK
Timeline
Generic
Pontsho Mahlasi

Pontsho Mahlasi

Roodekrans

Summary

Dynamic and results-driven professional with a strong foundation in leadership, conflict management, and financial planning. Demonstrates exceptional integrity and dependability, excelling in client relationship management and wealth management. Proficient in advanced Excel and communication, with a proven track record in sales coaching and team building. Committed to creating long-term vision strategies and employing wealth preservation techniques to achieve sustainable growth. Career goal: to leverage expertise in people management and decisiveness to drive organizational success while maintaining resilience under pressure.

Overview

12
12
years of professional experience

Work history

Financial advisor

Liberty Group
Rosebank, Gauteng, South Africa
2026.02 - 2026.05
  • Monitored economic and social trends with keen attention to detail.
  • Achieved greater customer satisfaction with insightful investment strategies.
  • Implemented robust compliance procedures to prevent regulatory breaches.
  • Tailored insurance policies to match clients' unique needs.
  • Prepared comprehensive financial reports for improved decision making.
  • Developed tailored financial solutions to meet individual needs.

Team Leader

STANDARD BANK SIL/LIBERTY SHORT-TERM
Roodepoort
2020.12 - 2025.12

a team of 8 consultants to consistently achieve sales targets through effective guidance and instruction.

  • Skilled in sales management and coaching with a proven track record of success.
  • Manage and nurture relationships with external clients and lead providers, as well as collaborate with internal business support.
  • Support pilot projects focusing on process improvement and system automation.
  • Successfully contributed to departmental migration projects, coordinating with stakeholders from IT, product management, customer service, and sales.
  • Redesigned processes to ensure project success, including training and upskilling consultants. Action and scrutinize relevant reports as set out in the process and procedures
  • Actively manages the overall daily efficiency (e.g., optimal number of customer interactions, optimal average handling time, and optimal conversion rate of leads to sales) of sales consultants, to ensure achievement of the sales targets.
  • Assess and analyse all data and information, in collaboration with the team, related to the Insurance resources (people, process, systems) to make the required decisions and enhancements to ensure there is sufficient capability to meet client demands
  • Negotiated successful outcomes in challenging scenarios, demonstrating strong problem-solving skills.
  • Ensured adherence to company policy by all team members, maintaining professionalism at all times.
  • Reduced staff turnover with an effective motivation strategy.
  • Implemented new working methods which improved overall efficiency of the team operations.
  • Developed strategies for improved performance level across the team.
  • Provided comprehensive onboarding training to reduce learning curve for new hires.
  • Improved customer satisfaction through close collaboration with the team.
  • Monitored daily operations whilst reducing operational cost significantly.
  • Resolved conflicts effectively, promoting harmony within the workforce.
  • Increased team cohesion by implementing regular feedback sessions.
  • Conducted regular performance reviews to identify areas of improvement for each team member.
  • Introduced innovative solutions which maximised output without compromising quality.
  • Coordinated daily tasks, ensuring smooth workflow within the team.
  • Delegated tasks to make best use of individuals' skills.
  • Supported team to overcome new challenges by forecasting knowledge and skills gaps.
  • Reported on team performance to higher leadership, proactively offering action for areas of improvement.
  • Coached team members through new or difficult workflows.
  • Prioritised tasks according to urgency and importance, optimising workload allocation among team members.
  • Streamlined workflow for a more efficient process.
  • Devised actionable plans towards achieving set business objectives within deadlines.
  • Led project coordination, resulting in timely delivery.

Team Leader

STANDARD BANK SBIB
Roodepoort
2014.07 - 2020.12
  • Assess and monitor risks, implementing controls to ensure effective mitigation and adherence to risk management standards.
  • Manage and report on Broker and Hippo Campaigns, providing innovative solutions for enhancement.
  • Lead and coach consultants to achieve sales targets, promoting efficiency through innovative strategies.
  • Ensure daily tracking and accurate capturing of sales data by sales consultants.

Education

RE1 Regulatory Examination - FSP and Key Individuals in all categories of the FSP

MOONSTONE

NQF Level 6 - Business Management

SWGC

RE5 First Level Regulatory Examination - Representatives

MOONSTONE
Roodepoort

FETC - Short Term Insurance

DAMELIN
Randburg

Grade 12 - undefined

PJ SIMELANE
Roodepoort

NVQ Level 5 - Wealth Management

Octomate
South Africa
2025.02 - 2025.02

Skills

  • INTEGRITY
  • LEADERSHIP
  • CONFLICT MANAGEMENT
  • DEPENDABILITY
  • PEOPLE MANAGEMENT
  • SALES COACHING
  • RELATIONSHIP BUILDING (OR TEAM BUILDING)
  • DECISIVENESS
  • Long-Term vision creation
  • Wealth preservation techniques
  • Advanced excel proficiency
  • Communication proficiency
  • Financial planning
  • Client Relationship Management
  • Wealth management
  • Resilience under pressure

LINK

linkedin: https://www.linkedin.com/in/pontsho-mahlasi-a54b166b/

Timeline

Financial advisor

Liberty Group
2026.02 - 2026.05

NVQ Level 5 - Wealth Management

Octomate
2025.02 - 2025.02

Team Leader

STANDARD BANK SIL/LIBERTY SHORT-TERM
2020.12 - 2025.12

Team Leader

STANDARD BANK SBIB
2014.07 - 2020.12

RE5 First Level Regulatory Examination - Representatives

MOONSTONE

FETC - Short Term Insurance

DAMELIN

Grade 12 - undefined

PJ SIMELANE

RE1 Regulatory Examination - FSP and Key Individuals in all categories of the FSP

MOONSTONE

NQF Level 6 - Business Management

SWGC
Pontsho Mahlasi