TUMAHOLE SIMON MOKHOTHU
BRANCH MANAGER
Klerksdorp
Summary
Dynamic Branch Manager and Financial Consultant with a proven track record at Old Mutual Finance, enhancing customer satisfaction and exceeding sales targets through effective branch operations management and relationship building. Achieved commendable audit standards, demonstrating exceptional customer service and audit management skills.
My hard work and dedication to the organization goes long way. Being number branch manager Coastal for 2019 and winning off-shore trip to USA with my wife proves that.
Lastly under my leadership I have develop 2 branch guides ( leader develop other leaders).
Overview
10
10
years of professional experience
Work History
Branch Manager
Old Mutual Finance
04.2018 - Current
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Make sure that branch comply with all industry standards e.g fit and proper.
- Maintain and achieve omf set Audit standard and percentage e.g SOS/AM audit reviews.
- Maintain high level of collaborations between Old Mutual business units within branch and make sure their reach their monthly targets e.g PF and RMM.
Financial Consultant (FC)
Old Mutual Finance
01.2015 - 03.2018
- Gross and upsell from policy servicing clients (BSP). Omf personal loans and MMP (My Money Plan) later Loan Consolidation
- Sell Old Mutual money account to new and existing clients.
- Make collections calls to all clients under my book who missed their monthly installments to make arrangements (PTP)
- Service all policy clients (BSP) e.g capture death claims
Education
NQF 5 Certificate in Generic Management - Management
Cornestone
Gauteng 04.2001 -
Skills
-Customer service
-Branch operations management
-Relationship building (internal and external stakeholders)
-Relationship building and management
-Maintaining and achieving clean audit(s)
Timeline
Branch Manager
Old Mutual Finance
04.2018 - Current
Financial Consultant (FC)
Old Mutual Finance
01.2015 - 03.2018
NQF 5 Certificate in Generic Management - Management
Cornestone
04.2001 -
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