Welcome Sipamandla Mbotshelwa
Product Specialist
Bellville South
Summary
Proactive product specialist with advanced problem-solving skills and technical aptitudes. Demonstrated ability to work independently and as a contributing member of a team. Honed abilities in a fast-paced, customer-centric environment with a focus on product management and customer satisfaction. Experience includes analyzing market trends, effective communication, and supporting cross-functional teams. Seeking to transition into a new field, leveraging strong analytical and communication capabilities to drive success in new and exciting opportunities.
Overview
12
12
years of professional experience
Work History
Product Specialist
Old Mutual Wealth
08.2024 - Current
- Manages an institutional client account of various Discretionary Fund Managers (DFM)
- Manages, implements and checks transactions requested by DFM client
- Provides support to business development and distribution channels
- Undertakes market/ competitor/customer-focused research.
- Develop and test/prototype concept product propositions.
- Evaluate concept feasibility and iterate refinements.
- Co-develops the product Client Value Proposition
- Co-ordinate with stakeholders to undertake and implement the product build phase.
- Contributes to undertaking the functions of rendering specialist product support, management of the book; product enhancements; and product
Customer Relationship Manager
OMiX Customer COE | Old Mutual Limited
05.2017 - 07.2024
- Responsible for resolving technical and complex advice-related queries, escalations, and complaints while maintaining relationships between clients/intermediaries and Old Mutual
- Created customer support strategies to increase customer retention
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Championed a customer-centric culture within the organization, leading by example through empathetic engagement with complainants and proactive problem-solving abilities
- Participated in quality assurance audits, reviewing complaint files for compliance with company policies and regulatory requirements
- Shared insights gleaned from escalated complaints with relevant departments, fostering a collaborative approach to continuous improvement efforts across the organization
- Conducted root cause analysis of recurrent complaints, developing targeted strategies to prevent future occurrences
- Used statistical methods to analyze data and generate useful business reports
- Presented analytical findings to executive leadership, influencing key decisions based on quantitative evidence
Senior Administrator
Old Mutual Limited
07.2015 - 04.2017
- Processing and coding all new business applications of Old Mutual (Greenlight, Max Investment, and Max Income)
- Identified areas for process improvement, leading to enhanced productivity and reduced turnaround time
- Reduced errors in captured data by implementing thorough quality control measures and checks
- Collaborated with team members on data validation, derived key insights, coordinated, and prioritized tasks and communicated updates about fixes
- Checked for accuracy by verifying data and records
Sales Support Administrator
Old Mutual Limited
03.2013 - 05.2015
- Responsible for capturing and processing all DFA sales for new business submissions
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Facilitated smooth communication between sales executives and clients, ensuring timely responses to queries
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into the best remedy
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience
- Directed sales support staff in administrative tasks to help sales representatives close deals
Education
Advance Diploma in Financial Planning - Law
University of Free State
Free State 04.2001 -
Data Science with Python and Tableau - Data Science
Deviare Digital Skills Training
04.2024 - 09.2024
Business Communication - Business Communications
Wits University (Digital School)
06.2023 - 12.2024
Project Management - Project Management
Faculty Training Institute (FTI)
10.2020 - 06.2021
Bachelor of Commerce - Management Information Systems
University of The Western Cape
01.2017 - 12.2020
Wealth Management - Financial Planning
African Resource Training Group
03.2013 - 02.2014
National Senior Certificate (Grade 12) - Commerce
I.D Mkhize High School
01.2007 - 12.2009
Skills
- Process Improvement
- Excellent Communication
- Customer engagement
- Requirements gathering
Analytical problem solving
- Stakeholder management
- Teamwork and collaboration
- Report writing
- Process improvement
Timeline
Product Specialist
Old Mutual Wealth
08.2024 - Current
Data Science with Python and Tableau - Data Science
Deviare Digital Skills Training
04.2024 - 09.2024
Business Communication - Business Communications
Wits University (Digital School)
06.2023 - 12.2024
Project Management - Project Management
Faculty Training Institute (FTI)
10.2020 - 06.2021
Customer Relationship Manager
OMiX Customer COE | Old Mutual Limited
05.2017 - 07.2024
Bachelor of Commerce - Management Information Systems
University of The Western Cape
01.2017 - 12.2020
Senior Administrator
Old Mutual Limited
07.2015 - 04.2017
Sales Support Administrator
Old Mutual Limited
03.2013 - 05.2015
Wealth Management - Financial Planning
African Resource Training Group
03.2013 - 02.2014
National Senior Certificate (Grade 12) - Commerce
I.D Mkhize High School
01.2007 - 12.2009
Advance Diploma in Financial Planning - Law
University of Free State
04.2001 -
Similar Profiles
Kreesan VandayarKreesan Vandayar
Senior Actuarial Supervisor at Old Mutual WealthSenior Actuarial Supervisor at Old Mutual Wealth
Abu-Bakr KennyAbu-Bakr Kenny
Senior Administrator at Old Mutual WealthSenior Administrator at Old Mutual Wealth
Gabriel "Tony" MoserGabriel "Tony" Moser
Associate Financial Advisor at Northwestern Mutual Wealth ManagementAssociate Financial Advisor at Northwestern Mutual Wealth Management