Sonwabo Allan Badla
Amalinda
Summary
- To secure a challenging position where my ability to communicate and liaise effectively with a diverse client group in a friendly and diplomatic manner can be put to good use.
- To secure a position whereby hard work, dedication and the ability to acquire new skills will be an advantage.
- To secure employment utilizing my language and people skills.
Overview
22
22
years of professional experience
3
3
Languages
Work History
Private Client Advisor in Private Banking and Advisory
FNB Premium Private Clients
06.2016 - Current
- Build and maintain strong relationships with high net worth clients
- Understand clients' financial goals and objectives
- Provide personalized banking and financial solutions
- Develop and implement comprehensive financial plans
- Provide investment advice and portfolio management
- Conduct financial analysis and risk assessments
- Manage client investment portfolios
- Provide investment recommendations and guidance
- Monitor market trends and economic conditions
- Provide credit solutions and lending facilities
- Manage credit risk and monitor loan agreements
- Assist with estate planning and trust services
- Provide guidance on wills, inheritances, and legacies
- Identify and mitigate potential risks to clients' financial well-being
- Provide insurance and risk management solutions
- Develop and maintain knowledge of FNB's products and services
Sales and Service Team Leader & Acting Branch Manager
FNB Consumer Banking - Khayelitsha Mall
09.2014 - 05.2016
- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
- Proactive supervision of people to avoid customer breakdown by managing and resolving all customer queries efficiently and within agreed timelines.
- Provision of an efficiently administration service through careful and timeous planning, reporting and updating of all related information.
- Collate, manage and report on daily - weekly- monthly operational progress as aligned to strategic objectives.
- Manage costs or expenses within approved budget to achieve cost efficiencies.
- Supervision and performance management of eleven team members.
- Driving team training and development needs.
- Provide quality advice to team members by personally keeping up to date on all protocols and products / process changes.
Multi Skilled Consultant Sales and Service
FNB Consumer Banking - Khayelitsha Mall
12.2012 - 09.2014
- Convert identified leads into successful sales. Achieve individual targets as set according to appropriate business area or sales plan.
- Comply with governance in terms of legislative and audit requirements.
- Track, control and influence sales activities with the specific aim to increase sales efficiencies.
- Manage own development to increase own competencies.
External and Internal sales consultant
First National Bank - (Lifestyle Financial Services)
09.2010 - 10.2012
- Enrolling new clients and ensuring they are set up correctly, timeously and accurately. Maintain a high level of market knowledge, demonstrated by being able to talk about market influencers.
- Present the benefits and performance of the company's products, services and support. Keep up to date with products changes and enhancement.
- Actively promote existing products by offering them to new and existing clients. Administration duties and reporting to the sales manager daily. Ensure excellent relationship maintained with clients and customers.
- Maximise cross sell opportunities and strengthen client relationships.
- Provide accurate and reliable sales statistics. Check all transactions on a daily basis to ensure new applications are closed within appropriate timelines.
- Analyse competitor information gathered and ensure active monitoring of market trends and influencers. Identify new business opportunities that impact on the industry.
Owner
Mthimkulu Construction CC
01.2008 - 08.2010
- Marketing and advertising the company.
- Make quotations and come on negotiations.
- Administration work and supervision of my team.
- Performing payroll duties.
- Reason for Leaving: Closed down.
Field marketer
Parmalat Field Marketing Services
12.2004 - 12.2007
- Merchandising and Indoor promotions.
- Reason for Leaving: Resigned.
Sales Agent
Legal Wise
12.2003 - 12.2004
- Recruiting new clients, Door to door selling and Data capturing.
- Reason for Leaving: Resigned.
Education
Advanced Diploma - Public Management
Walter Sisulu University
National Diploma - Marketing
Border Technikon
Post Graduate Cert - Education
University of South Africa -UNISA
Certificate - FSB - RE 1st level
Financial Planning Institute
Short Course - Market and Economic - Savings and Investment
FSP Academy
Short Courses - Pension Funds Benefits - Investments - Long-term Insurance
Milpark Education Institute
Certificate - Field Marketing Procedures and Documentation
Smollan Group SA (Pty) Ltd
Matric - undefined
Lingelethu High School
Skills
Microsoft Word
Achievements
2019, Top Achiever Certificate in Client Centricity awarded by our Private Clients CEO, 2019, National Top Achiever on Upgrades from Premier to Private clients, 2017, Top 5 Winner on Cash Investment Campaign, 2016, Awarded an Outperformance Bonus recognition final year end 2016, 2015, Awarded a market adjustment increase for exceeding the performance standards award from a CEO Points of Presence., 2015, Improve Branch monthly target from 72% to 102% first time., 2015, Top 5 winner on Innovation champions Western Cape., 2014, Improve Branch Vertical Sales Index from 1.1 to 4.9 as per branch scorecard., 2014, Top performer on Big 3 sales rate number 4 national and number 1 in the province Western Cape., 2013, Top 5 on opening of Gold cheque accounts, Credit cards, Investments and Platinum in the Area and received Awards., 2012, Top performer on Cellphone Banking registrations in the Area.
Abilities And Skills
Microsoft word, Advanced excel (formulas, calculations and pivot tables), Access, PowerPoint, Outlook, internet, Hogan and branch fulfilment (Egami), Filling, Telephone techniques, Data capturing, Work under extreme pressure, Good Interpersonal Skills, Able to pay attention to details and multi-task, Quick and Accuracy, Able to communicate well with clients, Customer service orientation, Teamwork, Rule orientation, Reading, Research
Contacts
0789944188, 0877306894
Personal Information
- ID Number: 8201245632084
- License: Code 8 drivers license
- Nationality: South African
Timeline
Private Client Advisor in Private Banking and Advisory
FNB Premium Private Clients
06.2016 - Current
Sales and Service Team Leader & Acting Branch Manager
FNB Consumer Banking - Khayelitsha Mall
09.2014 - 05.2016
Multi Skilled Consultant Sales and Service
FNB Consumer Banking - Khayelitsha Mall
12.2012 - 09.2014
External and Internal sales consultant
First National Bank - (Lifestyle Financial Services)
09.2010 - 10.2012
Owner
Mthimkulu Construction CC
01.2008 - 08.2010
Field marketer
Parmalat Field Marketing Services
12.2004 - 12.2007
Sales Agent
Legal Wise
12.2003 - 12.2004
National Diploma - Marketing
Border Technikon
Post Graduate Cert - Education
University of South Africa -UNISA
Certificate - FSB - RE 1st level
Financial Planning Institute
Short Course - Market and Economic - Savings and Investment
FSP Academy
Short Courses - Pension Funds Benefits - Investments - Long-term Insurance
Milpark Education Institute
Certificate - Field Marketing Procedures and Documentation
Smollan Group SA (Pty) Ltd
Matric - undefined
Lingelethu High School
Advanced Diploma - Public Management
Walter Sisulu University
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