Siphokazi Lerato Malinga
Bedworth Park, Vereeniging
Summary
Successful investment banking professional with history of bringing about exceptional results in high-volume environments with demanding objectives. Driven Financial Services professional offering 9 year history as top-notch administrator and leader. Gathers, models and utilizes key data for diverse projects. Technologically-savvy with skill in quickly mastering new programs.
Highly skilled compliance and regulatory requirements professional.
Overview
11
11
years of professional experience
8
8
years of post-secondary education
4
4
Certifications
Work History
Investment Assistant
Nedbank Private Wealth
Johannesburg, GP
10.2015 - Current
- Assisting with administration of clients’ portfolios.
- Transfers; closure of accounts and transfers to other wealth management firms.
- Successful onboarding of new clients and opening of secondary accounts.
- Investing funds on behalf of clients as per wealth/portfolio manager.
- Maintaining relationships with external and internal stakeholders.
- Successfully closed dormant African Bank accounts for clients.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Established key procedures for teams preparing documentation, models and presentations
Service Manager
Nedbank Retail Relationship
Johannesburg, GP
01.2014 - 07.2015
- Assisted bankers in small business space and professional banking space with reaching sales objectives.
- Had a small book that I managed for administrative queries and potential sales.
- Assisting bankers with administrative queries- transfers; new investment and current accounts; static data; VAF applications and payouts; home loan applications; ensuring FICA is submitted and successful.
- Ensuring documents received from clients are correct before being sent off.
- I managed to reduce complaints towards my team members.
- System knowledge – CAN; IBS; BP; NTE.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks
- Maintained effective customer service by responding to service requests quickly to increase overall service level agreements
- Worked with customers to educate and inform on digital offerings and enhancements.
Graduate Trainee
Nedbank
Johannesburg, GP
01.2013 - 01.2014
- Assisted bankers in the small business space with reaching sales objectives.
- Assisted bankers with administrative queries- transfers; new investment and current accounts; static data; VAF applications and payouts; home loan applications; ensuring FICA is submitted and successful Checking documents for accuracy.
- Worked under supervision of senior employers to help plan and direct work of organization
- Organized and maintained records
- Worked in various departments to gain hands-on experience.
Student
North West University
Vanderbijlpark, GP
07.2012 - 11.2012
- Econometrics Student
- Tutor to primary school learners
- Contributed to development of a strong foundation in Mathematics of the learners. They went on to become top learners in High school.
Account Maintenance Administrator
Stanlib Asset Management
Johannesburg, GP
01.2011 - 05.2012
- Data capturing of client’s information; debit order changes; monthly payments changes.
- Fund switches.
- Payment of interest accrued into client’s accounts.
- Achievements – work queues empty at the end of each day; ability to motivate team members to stay extra 30 minutes when needed; grasping of systems quickly; minimal error rate.
- Systems used – Workflow; Compass; SILICA, Learner ship student/ Service agent.
- Resolved problems, improved operations and provided exceptional service
Customer Service Agent
Momentum, Investo Call Centre
Centurion, GP
01.2009 - 11.2009
- Learnership:
- Completing assignments, writing tests.
- On the job training as per assessments passed.
- Group presentations Service Agent:.
- Inbound call centre agent:
- Assisted clients either manually or telephonically.
- Changing of client’s information; cancellation of policies; assisting clients in obtaining interest bearing or interest free loans; broker and beneficiary changes.
- Ensuring clients are FICA’d before policies are cancelled.
- Answered over 20 calls a day plus manual instructions received.
- Demonstrated high attention to detail, organization and management of multiple tasks and projects simultaneously. The graduates improved the call answer rate in the centre we were placed and helped the team achieve their targets
Education
Master of Science -
North West University
Vanderbijlpark, GP 04.2019 - Current
B Com Honors - Economics
North West University
Vanderbijlpark, GP 01.2008 - 12.2008
B Com - International Trade And Marketing
North West University
Vanderbu 02.2005 - 12.2007
Grade 12 -
Suiderlig High School
Vanderbijlpark, GP 01.2003 - 12.2004
Skills
MS WordMS ExcelAnalytical with strong attention to detailMS OutlookPerformance and achievement drivenSystems orientated
Due diligence
Risk mitigation
Certification
Programme in Investment Analysis and Portfolio Management 2018 UNISA
Timeline
Master of Science -
North West University
04.2019 - Current
Investment Assistant
Nedbank Private Wealth
10.2015 - Current
Service Manager
Nedbank Retail Relationship
01.2014 - 07.2015
Graduate Trainee
Nedbank
01.2013 - 01.2014
Student
North West University
07.2012 - 11.2012
Account Maintenance Administrator
Stanlib Asset Management
01.2011 - 05.2012
Customer Service Agent
Momentum, Investo Call Centre
01.2009 - 11.2009
B Com Honors - Economics
North West University
01.2008 - 12.2008
B Com - International Trade And Marketing
North West University
02.2005 - 12.2007
Grade 12 -
Suiderlig High School
01.2003 - 12.2004