Somolekae Modikwa
Private Banking Manager
Francistown
Summary
Energetic and personable individual with strong interpersonal and communication skills. Possesses in-depth understanding of financial products and services combined with proficiency in building and maintaining client relationships. Proven ability to drive client satisfaction and business growth through targeted relationship management and strategic planning.
Overview
15
15
years of professional experience
1
1
Language
Work History
Senior Relationship Manager-Affuent
STANDARD CHARTERED BANK
06.2022 - Current
- Best performance award winner (Dinaledi Awards (2023)
- Global Achievers Council recipient (2023)
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
Relationship Manager-Private Clients
FIRST NATIONAL BANK
Gaborone
01.2016 - 02.2021
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Improved client engagement strategies, leading to marked increase in client referrals and network expansion.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products (156% portfolio revenue growth in financial year) and services and exceeded performance metrics for customer service.
Financial Advisor
S.C.I FINANCIAL INTERNATIONAL
Gaborone
01.2012 - 12.2015
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios. Managed over 200 clients.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Forged new client relationships through comprehensive needs assessments in initial meetings.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance. I designed a sales manual for new onboarded Advisors.
Insurance Agent
AON INSURANCE BROKERS
Gaborone
09.2009 - 12.2011
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Consistently exceeded monthly sales quotas by effectively presenting product offerings to potential customers.
Education
Bachelor of Arts - Political Science & English
University of Cape Town
IGCSE LEVEL - Cambridge Examinations
Legae Academy
Skills
Sales management
Careerplan
- Lead a team of sales professionals
- The best sales professional in Botswana (next 3 years)
- Certified Financial Planner (CFP)
- Operate my own business
Personal Information
- Date of Birth: 06/21/83
- Nationality: Motswana
- Marital Status: Single
Attributes
- Able to manage several myself and others (multitasking)
- A good team player
- Can manage and provide effective training to juniors
- Can work under pressure to meet demanding client deadlines
- Naturally self-motivated and can work with minimum supervision
Affiliations
- Toastmasters
- Lions Club
Timeline
Senior Relationship Manager-Affuent
STANDARD CHARTERED BANK
06.2022 - Current
Relationship Manager-Private Clients
FIRST NATIONAL BANK
01.2016 - 02.2021
Financial Advisor
S.C.I FINANCIAL INTERNATIONAL
01.2012 - 12.2015
Insurance Agent
AON INSURANCE BROKERS
09.2009 - 12.2011
Bachelor of Arts - Political Science & English
University of Cape Town
IGCSE LEVEL - Cambridge Examinations
Legae Academy
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