Ronesh Naidoo
germiston
Summary
Supports clients and stakeholders through clear communication, careful follow-up, and reliable problem resolution. Adapts quickly to new systems, changing priorities, and detailed administrative tasks while maintaining accuracy and professionalism. Brings a calm, service-focused approach that supports strong relationships and dependable delivery.
Overview
1
1
Language
14
14
years of professional experience
Work History
Private Banking Service advisor
First National Bank
Sandton
12.2024 - Current
- assist private banking clients with their day-to-day needs
- Delivered exceptional customer service, managing queries and concerns with professionalism and patience.
- Recommended additional, useful services to customers, which helped to increase overall sales.
- Delivered efficient workshop scheduling to meet customer expectations and achieve loading targets.
- Achieved company targets by implementing successful sales strategies.
- Provided accurate quotes and price information to inform customer decision-making.
- Listened intently to customers to identify upselling opportunities.
- Resolved customer issues and complaints with quick-thinking problem-solving.
- Developed and maintained strong relationships with clients through regular updates and strategic reviews of their financial plans.
- Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
- Addressed and resolved customer complaints in efficient, effective and timely manner.
Private Banking Service Advisor
Absa Bank Limited
Johannesburg
10.2016 - 01.2022
- Assist private banking and affluent clients with comprehensive banking solutions tailored to their needs
- Support clients through 24/7 calls and secure chat, addressing all queries and requests promptly
- Oversaw application functionality for private clients, ensuring seamless user experience aligned with client expectations
- Log back office requests relating to documents , letters , notices on accounts and mandate changes
- Salary : R320 000 (Per Annum)
- Duration : November 2024 – Present day
- Reason For Leaving : Current full time employment
Call Centre Consultant
ABSA
08.2013 - 10.2016
- Assisted Private Banking clients by providing tailored information on banking products and services, enhancing client understanding and satisfaction.
- Providing clients with information on debits and credits on accounts.
- Guiding client through Internet Banking navigation.
- Adding beneficiaries and processing payments.
- Processed transfer requests up to R750 000.00, ensuring compliance with portfolio limits and facilitating unlimited inter-account transfers.
- Retrieving statements and other documents such as copies of Cheques, Title deeds, Proof of payments etc.
- Updating personal details on profiles.
- Providing clients with contact details of their Bankers and/or corresponding with them if the clients are overseas.
- Closing Investment accounts.
- Providing clients with contact details for Private Banking departments such as Private Banking Credit Card.
- Logged complaints and compliments for clients, documenting feedback to improve service quality and client experience.
- Provided personal assistance to clients regarding their banking needs.
- Salary : R190 000 (Per Annum)
- Reason For Leaving : I signed a Barclays contract and when Barclays started selling shares in Absa our department was forced to move to other departments.
Diesel Mechanic
D.R.M Carriers
Germiston
01.2013 - 09.2013
- Responded to breakdowns to recover stranded work vehicles, minimising downtime
- Performed regular equipment inspections
- Replace (bulbs, brackets, body panels, windscreens, control panels, air pipes, truck linings and tires)
- Conducted quality control checks on work and performance to maintain high standards
- Quantity control(wear & tear, diesel consumption, oil consumption, water consumption)
- Supervised workers in daily tasks to ensure operational efficiency
- Conducted inventory audits
- Placed orders for inventory
- Making sure all cargo is Packaged and anchored correctly
- Supervising drivers with directions
- Collecting delivery slips and invoices
- Paying employees
- Cross border Transport Company
- Salary : R70 000 (Per Annum)
- Reason For Leaving : Family business .
- Returned to school (working in the school holidays) and after I finished school.
- Service Provider : D.R.M Carriers
Junior Recruitment Consultant
CALLFORCE
01.2013 - 03.2013
- Match candidates to relevant jobs according to the job spec given
- Interview candidates with the intention to place them in jobs
- Managed recruitment processes for clients
- Booking candidates for client interviews.
- Follow ups and feedback from the client on progress of successful candidates.
- Managed ongoing correspondence with clients to facilitate recruitment processes and provide updates.
- Conducted telephonic reference checks and confirmed HR details to ensure candidate suitability.
- Verified candidates' credit history, criminal records, and matric certificate validity to maintain compliance.
- Compiling packs for client with relevant information regarding candidates.
- Performed various administrative tasks to support operations
- Salary : R60 000 (Per Annum)
- Reason for Leaving : Contract was not renewed
Education
Grade 12 -
Dawnview High School
Germiston01-2012
Intermediate - Mathematics and physics
Murray & Roberts Trac labs
Bruma01-2012
Skills
- Client account management
- Client relationship management
- Client engagement
- Client relationship building
- Client needs assessment
- Client liaison
- Regulatory compliance
- Contract negotiation
- File and records management
- Pre-employment screening
- Client support services
Personal Profile
Home Language : English
References
- Quinton, Moodley, Team Leader, 072-2258760, 011-5199981
- Yoonna, Mieta, Payroll Administrator, 011-5199944, 079-3274618
- Mr.Ryan, Mahabeer, Owner, 082-4682141
- Sinethemba, Masoka, 0785334323, All team leaders
- Sthandwa, Sehako, 0724056032
- Corne, Niemand, 0843018911
- Zonazona, Khati, 0729324390
- Nadia, Pepping, 0818857477
- Morene, Welgemoed, 0810483688
Personal Profile
- Age : 32
- Criminal record : None
Other Relevant Training/Programs
- Completed
- NQF 5 Banking Services (2015)
- NQF 4 RPL Milpark (2018) NQF 5 RPL Milpark (2019)
- 130 FAIS Credits
- Higher certificate in Economic and management sciences with Unisa completed in 2027
- Currently studying for :
- RE5 certification
- RE1 certification
- Unisa Bcom Economics
- Module #
- Module outline
- US No
- Credits Value
- Module 1
- Selling strategies
- 7361
- 10
- Implement Personal selling strategies to achieve banking related targeted results
- 7356
- 15
- Provide sales related services within the banking sector
- Module 2
- Formal Sales Process
- 7334
- 7
- Perform external sale process for a bank product
- 10045
- 20
- Identify product features , advantages and benefits to the customers
- Module 3
- Investment Advice Products
- 117758
- 16
- Define products and the participants of the different trade cycles for all investment instrument
- 117778
- 9
- Explain client requirements and products that satisfy them
- Module 4
- Forex, Trade & hedge products
- 10124
- Consults to clients on trade related
- Module 5
- Financial Analysis
- 15236
- 4
- Apply financial analysis
- Module 6
- Credit Products
- 7345
- Determine the banking related financial need of a business
- Module 7
- Asset-based Finance
- 7352
- Structure a banking related asset-based solution to meet a business need
- Duration
- February 2015 – November 2015
Timeline
Private Banking Service advisor
First National Bank
12.2024 - Current
Private Banking Service Advisor
Absa Bank Limited
10.2016 - 01.2022
Call Centre Consultant
ABSA
08.2013 - 10.2016
Diesel Mechanic
D.R.M Carriers
01.2013 - 09.2013
Junior Recruitment Consultant
CALLFORCE
01.2013 - 03.2013
Grade 12 -
Dawnview High School
Intermediate - Mathematics and physics
Murray & Roberts Trac labs