Ronewa Mudau CFP®
Senior Regional Marketing Product Specialist
Pretoria,GP
Summary
Experienced Senior Regional Risk Product Marketing Specialist with expertise in Product Marketing, Product Legal Technical Training, Soft Skills Training, Facilitation, Economics, Banking, Financial Planning, Financial Management, and Investment Management. Certified Financial Planner (CFP) and member of Golden Key Society. Recognized as an International Laureate Scholar nominee and Business and Entrepreneurship Envision Global Forum nominee. Holds a Bachelor of Commerce in Investment Management and Banking, as well as a Postgraduate Diploma in Financial Planning from the University of Free State.
Overview
12
12
years of professional experience
1
1
Certification
5
5
Languages
Work History
Senior Regional Product Marketing Specialist
Old Mutual
Pretoria
08.2022 - Current
- Markets the Old Mutual product set to the distribution channels.
- Identifies product marketing opportunities.
- Initiates, implements, and monitors agreed-upon marketing plans within the region.
- Assists Product Management, Product Marketing, Distribution Marketing, and Regional Marketing managers on the rollout of the product marketing strategy in the regions.
- Plans and delivers formal presentations to channels, advisors, and clients.
- Manages product marketing events in order to strengthen the Old Mutual profile in regions.
Senior Learning Facilitator
Old Mutual
Pretoria
10.2016 - 07.2022
- Present, facilitate, and deliver learning programs in accordance with.
- Compile and submit all reports and statistics as required, as per reporting.
- Consult with the business, and actively participate in/support special learning initiatives pertaining to the re-skilling and up-skilling of employees, as requested.
- Oversee all aspects of Train-the-Trainer for business and strategic alignment to PFA strategy.
- Promote behavioral training and manage the end-to-end process in all curricula.
- Mentored junior facilitators, fostering professional growth and improving overall team performance.
Learning and Development Consultant
Discovery Limited
Johannesburg
01.2019 - 06.2019
- Present, facilitate, and deliver learning programs in accordance with pre-agreed standards.
- Compile and submit all reports and statistics as required, as per reporting.
- Consult with the business, and actively participate in or support special learning initiatives pertaining to the re-skilling and up-skilling of employees, as requested by the business.
- Oversee all aspects of Train-the-Trainer for business and strategic learning to DIT strategy.
- Promote behavioral training and manage the end-to-end process.
- Develop and implement the discovery bank training plan for sales consultants.
- Fostered collaborative learning environments by facilitating group activities and discussions.
Advisor Liaison Consultant
Investec Asset Management
Sandton
01.2015 - 10.2015
- Manage flow of work Items (Instructions, queries, requests).
- Resolve rejections via email or telephone.
- Log and resolve queries. Be able to give feedback on relevant queries as needed.
- Manage all inbound calls from IFA's, their assistants and our administration.
- Submit, track and give feedback on any instructions to Advisors and.
- Maintain agreed upon turnaround times on all administrative tasks.
- Understand the changing servicing needs of Advisors.
- Be able to build strong relationships with internal and external stakeholders.
- Always be supportive in offering assistance to the brokers/broker train their assistants.
- Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.
Trainee Development Manager
Old Mutual
Bloemfontein
01.2015 - 12.2015
- Accountable for local marketing.
- Identifies and creates coordinated sales opportunities for financial advisors.
- Responsible for external networking and relationship building with key door openers.
- Ensures the delivery of customer value.
- Recruits, appoints, and develops new financial advisors.
- Engaged in problem-solving activities with peers to develop critical thinking skills, enhancing team resilience.
- Enhanced team productivity by assisting in routine operations and shadowing experienced colleagues.
- Participated in industry workshops and seminars, continuously expanding professional knowledge and skills.
Personal Financial Advisor
Old Mutual
Bloemfontein
01.2014 - 12.2015
- Developing financial plans to help clients achieve their long-term and short-term financial goals.
- Advising clients on taxes, retirement planning, investments, and insurance decisions, depending on their financial goals.
- Assessing how certain life changes and financial status changes affect clients' financial plans, and adjusting such plans accordingly.
- Monitoring financial markets and economic conditions.
- Soliciting new clients through cold-calling, emailing, advertising, and seminar-hosting.
- Researching suitable investment opportunities for clients.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Conducted regular portfolio reviews to ensure alignment with clients'' evolving financial objectives and market conditions.
Education
Post Grad Dipoloma - Financial Planning
University of Free State
Bloemfontein, South Africa12.2020
Train the trainer ETDP -
McMaster Institute
Johannesburg, South Africa12.2019
Bcom - Investment management and banking
University of Free State
Bloemfontein, South Africa12.2014
Skills
Investment management
undefinedCertification
Certified Financial Planner (CFP)
Achievements And Awards
- Member of the Golden Key honor society
- International laureate scholar nominee in 2012
- Envision Global forum on business & entrepreneurship nominee in 2012
- Member of Old Mutual 51 club.
Reference
Name : Gert Vrey
Position : Senior Product specialist (Team Leader)
Contact No :082 922 0151
Company : Old Mutual
Name : Mrs Ina Gous
Position : Training manager
Contact No : 079 493 8122
Company : Discovery Limited
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Regional Product Marketing Specialist
Old Mutual
08.2022 - Current
Learning and Development Consultant
Discovery Limited
01.2019 - 06.2019
Senior Learning Facilitator
Old Mutual
10.2016 - 07.2022
Advisor Liaison Consultant
Investec Asset Management
01.2015 - 10.2015
Trainee Development Manager
Old Mutual
01.2015 - 12.2015
Personal Financial Advisor
Old Mutual
01.2014 - 12.2015
Post Grad Dipoloma - Financial Planning
University of Free State
Train the trainer ETDP -
McMaster Institute
Bcom - Investment management and banking
University of Free State
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