
Philicia Robinson
Old Mutual Finance

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About me
I am an accomplished business management professional with experience in designing robust business strategies whilst fostering mutually beneficial business relationships with key clientele and partners.
Education

Weltevrede SSS
-
University of Guglielmo Marconi
2018 - 2019Master of Business Administration - MBA Business, Management, Marketing, and Operations
University of Lincoln
2013 - 2014BA(hon) Business Management
University of Stellenbosch
-SMDP Senior management development
Eaton Business School
2018 - 2019Postgraduate Diploma in Management Business Administration, Management and Operations
Experience

Old Mutual
Jan 2008 - Dec 2009Old Mutual Finance
African Bank
Jan 2009 - Sept 2022Currently I direct all department activities whilst delivering strategies in accordance to the organizational agenda, as well as interpreting the needs of key partners and ensure value propositioning. I acquire and retain new and existing business and provide advice on market shares across the globe. I also encourage the utilization of best financial planning strategies. In addition to these duties I also lead performance management to enhance the customer experience.My Accomplishments: • Accomplished all KPI objectives resulting in exceeding expected investments value within three months of pipeline establishment.• Launched investment and sales channel.• Consistently fulfil all performance objectives in alignment with National Action Plans against Workplace Banking channel.• Surpassed all business targets with High Performance of Workplace Banking Operations.• Restructured all process after evaluation to ensure continuous improvements across business. Show less During this tenure I assured service excellence. I developed the retail operations strategy to guide the business outline to accelerate profitability. As well as supported the bank strategy to diversify our customer base. I assisted in creating a multichannel distribution line to increase customer satisfaction. I consistently prioritized workloads whilst generating new sales and promotional ideas to secure business opportunities. I also reviewed action plans and appraised management of the branch network. I compiled the budget in alignment with annual plans. In addition to this, I delivered organizational changes, enforced compliance and regulations, and trained, coached, and mentored personnel across departments.My Accomplishments: • Reduced costs by 6% on annual basis.• Received Top Sales Performance.• Initiated customer focused strategies resulting in the best Net Promoter Score.• Introduced change management strategies to boost employee engagement.• Awarded by Directors for exceptional performance and leadership. Show less Within this role I was appointed to ensure maximum profitability for stakeholders. I drafted strategic plans that contributed to tailoring of the company's vision and strategy, as well as aided in decision-making across the organization. I have also collaborated with executive heads to align operational and new strategic plans. I evaluated processes progress whilst meeting all business objectives and coached and mentored employees.I am most proud of achieving the following: • Achieved Compliance and Internal Audit score of 98% in comparison with national average of 94%.• Finalized all staff risk assessment at 97%, compared to National Average of 89%.• Successfully retained +97% of employees during curatorship. Show less
Head Workplace Banking
Sept 2019 - Sept 2022Head Of Operations
Oct 2016 - Aug 2019Head Of Operations
Jan 2009 - Aug 2019

Access Bank Plc
Sept 2024 - nowExecutive Alliance Banking
Licenses & Certifications

RE 5
Moonstone Compliance & Risk Management
RE 5 FAIS Qualification
Moonstone Compliance & Risk Management
Languages
- enEnglish
- afAfrikaans
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