Portia Iponeng Mulaudzi
Relationship Manager
Centurion,Gauteng
Summary
Dynamic professional with a proven track record at Santam Ltd, excelling in customer service and relationship management. Expert in leveraging excellent communication skills to boost portfolio growth and secure high-value accounts. Achieved significant revenue streams through strategic client engagement and risk management, consistently exceeding sales targets. Fluent in English and Afrikaans, adept at fostering long-term business relationships.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
29
29
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
Santam Ltd
10.2006 - Current
- eResponded to client`s inquiries and resolved complaints to establish trust and increase satisfaction.
- Build and maintain relationships with new and existing Brokers while providing high level of expertise.
- Communicate regularly with brokers to understand needs, evaluate current product use and cross-sell new products.
- Provide exceptional customer service, resolving issues promptly and maintaining Broker trust throughout the resolution process.
- Strengthen relationships by actively listening to their needs and providing tailored financial solutions.
- Identify new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Participate in staff meetings to discuss innovative strategies to improve services.
- Develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Coordinate efforts between various departments such as Contact Centre, claims, operations teams for smooth delivery of services to clients.
- Consistently exceed quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Negotiate and ensure renewals Targets are met.Boost broker portfolio growth by identifying cross-selling and upselling opportunities through detailed needs analysis.
Service Consultant
Santam Ltd
03.2001 - 09.2006
- Supporting Relationship Managers
- Played an instrumental role in driving organizational growth by securing high-value accounts through strategic networking efforts.
- Managed a portfolio of clients, ensuring timely delivery of services and prompt resolution of any issues that arose.
- Provided information about service procedures and expected timelines.
Credit Controller, Insurance
Santam
06.1995 - 02.2001
- Collaborated with other departments to resolve billing errors, ensuring timely payment from clients.
- Reached out to customers to check on payments and convey options.
- Obtained payments and entered details into system.
- Reviewed customer accounts for compliance with repayment obligations.
Education
Bachelor of Arts - Psychology
University of Cape Town
Cape Town, South Africa 02.1992 - 12.1994
Skills
Customer Service
Certification
[Area of certification] Training - [Timeframe]
Travelling, Watching Movies and cooking
Experiencing new places and different cultures around the world.
Watch movies to relax and unwind.
Cooking , trying different dishes acquired from travelling experiences and hosting family and friends.
Timeline
Relationship Manager
Santam Ltd
10.2006 - Current
Service Consultant
Santam Ltd
03.2001 - 09.2006
Credit Controller, Insurance
Santam
06.1995 - 02.2001
Bachelor of Arts - Psychology
University of Cape Town
02.1992 - 12.1994
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