Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
Thapelo K. Mokoena

Thapelo K. Mokoena

Portfolio Marketing Manager
Dainfern

Summary

Strategic and growth-driven marketing professional with over a decade of experience at the intersection of media, financial services, and client-focused communication. Highly motivated to contribute to Apex’s mission of being a digital-first innovator in financial services. Proven track record of leading integrated multi-channel campaigns and financial solutions, with a deep commitment to continuous learning, innovation, and adding value to both clients and internal teams. Passionate about fintech, digital transformation, and supporting organizations through scalable, client-centric go-to-market (GTM) strategies.

Overview

13
13
years of professional experience

Work History

Senior Account Executive

KAYA 959 (MEDIA MARK)
08.2018 - Current
  • Spearhead integrated advertising campaigns across radio, digital, and NTR platforms, aligning creative strategy with client goals and industry trends.
  • Lead go-to-market initiatives for branded campaigns by crafting high-conversion messaging and ensuring cohesive brand voice across platforms.
  • Drive collaboration between production, sales, and content teams to deliver seamless, data-driven executions.
  • Manage post-campaign analytics, insights reporting, and optimisation processes, ensuring long-term campaign efficacy.
  • Engage directly with client stakeholders to co-develop unique experiential and OB activations that drive visibility and retention.
  • Actively contribute to strategic planning and innovation sessions for key accounts in financial services, technology, and retail.


Key Achievements:

  • Launched over 120 cross-channel campaigns with consistent year-on-year revenue growth.
  • Pioneered NTR offerings that elevated client engagement and brand affinity.

Business Development Manager & Key Individual

BRIGHTSURE (PTY) LTD
03.2012 - 07.2018
  • Oversaw business development for long-term insurance and investment portfolios, delivering tailored advice and intermediary services to individuals and SMEs.
  • Facilitated regulatory-compliant onboarding and servicing across multiple product providers including Discovery, Liberty, Allan Gray, Capital Legacy, and 1Life.
  • Championed financial literacy initiatives, solution-based sales techniques, and a needs-analysis driven approach to increase portfolio penetration.
  • Developed business plans and CRM-supported workflows to drive productivity and sales growth.


Key Achievements:

  • Successfully managed a high-value client portfolio exceeding R50 million.
  • Exceeded annual growth targets through retention-focused strategies and cross-selling.


Education

BCom in Marketing And Management Science - Marketing And Management Science

IMM Graduate School
Johannesburg, South Africa
04.2001 -

- - Wealth Management Certification

Moonstone Business School of Excellence
Pretoria, South Africa
04.2001 -

No Degree - Regulatory Examination (RE1) – Key Individual

Moonstone Business School of Excellence, 2015
Pretoria
04.2001 -

No Degree - Regulatory Examination Level 5 – Representative

Moonstone Business School of Excellence, 2015
Pretoria
04.2001 -

Skills

  • Go-to-Market (GTM) Strategy
  • Product Messaging & Positioning
  • Financial Services Marketing
  • Sales Enablement & Client-Centric Collateral
  • Cross-Functional Team Collaboration
  • Campaign Execution & Performance Tracking
  • Regulatory & Compliance Familiarity (FAIS, RE1)
  • Media Strategy (Radio, Digital, Experiential)
  • Strategic Selling & Business Development
  • CRM & Workflow Platform Integration

Additional Information

TOOLS & PLATFORMS
  • Microsoft Office Suite (Advanced)
  • CRM & Sales Platforms: Salesforce, HubSpot, Pipefy, Liberty Blueprint, Capital Legacy CRM, Discovery CRM, United Stations CRM
  • Campaign Tools: Facebook Ads, Google Ads, Programmatic Tools
  • Audio Production Collaboration Tools
  • Eager to learn advanced SaaS marketing and AI-powered campaign tools

Timeline

Senior Account Executive

KAYA 959 (MEDIA MARK)
08.2018 - Current

Business Development Manager & Key Individual

BRIGHTSURE (PTY) LTD
03.2012 - 07.2018

BCom in Marketing And Management Science - Marketing And Management Science

IMM Graduate School
04.2001 -

- - Wealth Management Certification

Moonstone Business School of Excellence
04.2001 -

No Degree - Regulatory Examination (RE1) – Key Individual

Moonstone Business School of Excellence, 2015
04.2001 -

No Degree - Regulatory Examination Level 5 – Representative

Moonstone Business School of Excellence, 2015
04.2001 -
Thapelo K. MokoenaPortfolio Marketing Manager