Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Yandisa Luvuyo Mazwi

Branch Manager
Qumbu

Summary

Accomplished Branch Manager at Old Mutual Finance, adept in branch operations management and excelling in customer service. Proven track record in enhancing sales, mentoring teams for peak performance, and fostering strong customer relationships. Skillfully balances business development with employee growth, driving profitability and operational efficiency.

Inspires staff loyalty through strong leadership and communication skills.

Overview

13
13
years of professional experience
2
2
Languages

Work History

Branch Manager

Old Mutual Finance
08.2019 - Current

Manage a team of financial and client relations consultants and all processes in a branch to ensure achievement of objectives and drive overall branch performance. Individually accountable, over periods of 1 day to 3 months for ensuring sales targets and objectives of the team are achieved.
Support and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
Manage the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
Manage and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
Conduct manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
Ensure that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
Maintain branch operations through effective expense and cost management in support of branch profitability.
Ensure that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
Achieve superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
Manage the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.

Client Relations Consultant 2IC

Old Mutual Finance
09.2017 - 08.2019

Provides telephonic and face-to-face service to customers.
Adheres to service and quality standards.
Adheres to business, process and compliance rules.
Moderate to high level of technical knowledge.
Multi skilled across product and process relevant to the business area.

Financial Consultant 2IC

Old Mutual Finance
04.2016 - 09.2017

Responsibilities and Achievements
-Marketing to internal and external customers
-assist clients with loan applications
-selling insurance products
-selling banking product-Old mutual money account
-responsible for building a customer relationship to promote the brand
-create employers
-Responsible for collection , calling clients to remind them of First payment due, unpaid accounts, next deduction dates and amounts.

Financial Consultant

Old Mutual Finance
12.2014 - 04.2016

Responsibilities and Achievements
-Marketing to internal and external customers
-assist clients with loan applications
-selling insurance products
-selling banking product-Old mutual money account
-responsible for building a customer relationship to promote the brand
-create employers
-Responsible for collection , calling clients to remind them of First payment due, unpaid accounts, next deduction dates and amounts.

Store Assistant

Mr Price Home
11.2011 - 11.2014
  • Increased store efficiency by maintaining accurate inventory records and restocking merchandise as needed.
  • Contributed to a positive work environment by building strong relationships with colleagues and working cooperatively on tasks.
  • Collaborated with team members to ensure seamless operations during peak hours and special events.
  • Greeted customers entering store and offered assistance with requirements.

Education

High School Diploma -

Nkwanca High School
Queenstown
04.2001 -

Skills

Customer service

Accomplishments

    1. Chairperson of the Employment Equity - Eastern Cape and KwaZulu Natal

    2. Regional Summit Awards Committee Member

    3. Pride @ Mutual Committee Member

Timeline

Branch Manager

Old Mutual Finance
08.2019 - Current

Client Relations Consultant 2IC

Old Mutual Finance
09.2017 - 08.2019

Financial Consultant 2IC

Old Mutual Finance
04.2016 - 09.2017

Financial Consultant

Old Mutual Finance
12.2014 - 04.2016

Store Assistant

Mr Price Home
11.2011 - 11.2014

High School Diploma -

Nkwanca High School
04.2001 -
Yandisa Luvuyo Mazwi Branch Manager