Shepard Muzhambi
Senior Manager
Polokwane
Summary
I have a sound financial services experience at the middle and senior level in the retails mass market. I also have Sales and distribution exposure for 21 years and 18 years in managerial role. personal detailS Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
2
2
years of post-secondary education
Work History
Supervision of Financial Advisor
HEIGHLITS
- Constant liaison with customer to ensure highest level of customer service and maintain highly level and healthy customer relationship
- Acquiring worksite and create business opportunity for advisers
- Coordinating worksite campaigns
- Ensuring effective marketing strategy is adopted by advisers
- Recruiting Financial Advisors
- Effective change management methodologies, : Promoted 3X in 2 years within the organization.
Area Manager
OLD Mutual - Financial Services Group
01.2020 - Current
- Prepare the annual budgets and revised estimates
- Investigate variances to budget and revised estimates, provide explanations and consult on corrective action
- Present monthly management reports and commentary, including forecasts
- Undertake financial efficiency analysis and cost control
- Conduct feasibility studies
- Distribute monthly reports to cost centers and branch managers, co-ordinate feedback and follow up on queries
- Provide financial advice / support
- Manage headcount movement in the area as it relates to permanent and non-permanent staff, together with the rand value impact for budgets, actuals and revised estimates
- Prepare and deliver presentations to provincial and branch management
- Build a sound relationship with the stakeholder such as district directors, CEO and union official
- HIGHLIGHTS: Grew NB by more than 30% compared to 2019 financial year
- Elected to be a chairperson for Limpopo old mutual provincial management board effective January 2022.
REGIONAL General MANAGER
Sanlam - Financial Services Group
02.2014 - 12.2019
- Ensure the regional strategy is understood and work with sales management to formulate the regional business plan
- Ensure business broker consultant and managers effectively drive and attain sales target
- Work with managers, broker consultant and worksite specialist to identify, support and develop strategies that penetrate new worksite and market segment
- Initiate, drive and promote various sales incentives competition is support of sales
- Re-enforce clearly how the different channels need to collaboratively to achieve the regional strategy and that processes and communication within the region and between team support this
- Get regular feedback and update from sales management and teams on sales performance against target
- Report back to national Exco
- Ensure all direct report have developmental plans, discussions and are suitably trained for their position
- Undertake performance management and performance discussion with all direct report
- Undertake staff career development and talent retention
- Building and maintaining broker relationships
- Monitor regional expense budget and profitability
- HIGHLIGHTS: I have qualified for 3 oversee of offshore conventions.
Area Sales Manager
Liberty Life ECM, Financial Services
09.2012 - 12.2014
- Provide practice management, quality management, productivity management
- Ensuring the team practices is compliant and optimally staffed.
General Manager
ECFS - Financial Services Organization
01.2009 - 09.2012
- Analyze the national market changes, competition, risk, opportunities, threats and create contingency plans for these in order to protect and grow market shares
- Serve on the National Exco and contribute the profitability and the success of the national with respect to attainment of business plans, decision marking, operation, sales compliance and customer service
- Drive a culture of high performance within the regions through present and courageous leadership
- Investigate variances to budget and revised estimates, provide explanations and regional sales directors on corrective action
- Present monthly management reports and commentary, including forecasts
- Undertake financial efficiency analysis and cost control
- Conduct feasibility studies
- Manage headcount movement in the area as it relates to permanent and non-permanent staff, together with the rand value impact for budgets, actuals and revised estimates
- Prepare and deliver presentations to provincial and branch management
- Set performance measures for the Assistant Financial Controller
- HIEGHTLITS: Uncovering fraud in two of the regional offices
- I have managed to save the company more than R1.5 Mil
Regional Manager
BLUE FINANCIAL SERVICE
03.2007 - 01.2009
- Drive a culture of high performance within the region through present and courageous leadership
- Investigate variances to budget and revised estimates, provide explanations and regional sales directors on corrective action
- Present monthly management reports and commentary, including forecasts
- Undertake financial efficiency analysis and cost control
- Conduct feasibility studies
- Manage headcount movement in the area as it relates to permanent and non-permanent staff, together with the rand value impact for budgets, actuals and revised estimates.
Senior Financial Advisor
OLD MUTUAL – FINANCIAL SERVICE
05.2005 - 02.2007
- Provide a holistic service to RMM customers
- Acquire worksite
- Forge a formidable relationship with external stakeholder
- Retain existing business whilst acquiring new business
- HIGHLIGHTS: Qualified for 51 club in 8 weeks.
Education
Bachelor Business Admistration - Business Management
Mancosa
Durban 02.2023 - Current
Business Management - Business Management
Stellenbosch Business School
Cape Town 06.2016 - 02.2017
Advance Certificate in Financial Planning
Mancosa
Polokwane 02.2018 - 02.2019
Regulatory EXAM And CPD Hours
Lesilo
GautengSkills
languagesundefined
Timeline
Bachelor Business Admistration - Business Management
Mancosa
02.2023 - Current
Area Manager
OLD Mutual - Financial Services Group
01.2020 - Current
Advance Certificate in Financial Planning
Mancosa
02.2018 - 02.2019
Business Management - Business Management
Stellenbosch Business School
06.2016 - 02.2017
REGIONAL General MANAGER
Sanlam - Financial Services Group
02.2014 - 12.2019
Area Sales Manager
Liberty Life ECM, Financial Services
09.2012 - 12.2014
General Manager
ECFS - Financial Services Organization
01.2009 - 09.2012
Regional Manager
BLUE FINANCIAL SERVICE
03.2007 - 01.2009
Senior Financial Advisor
OLD MUTUAL – FINANCIAL SERVICE
05.2005 - 02.2007
Supervision of Financial Advisor
HEIGHLITS
Regulatory EXAM And CPD Hours
Lesilo
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