
Siya Melthafa

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About me
Private Banker, FNB
Education

UNISA
2015 - 2017Bachelor of Accounting Sciences in Management Accounting Finance and Financial Management Services
CPUT
2004 - 2008Cost Management and Accounting Management Accounting And Financial Accounting
Paarl Boys' High School
1999 - 2003
Experience

Capitec Bank
Oct 2009 - Mar 2011Achieve net profit growth for business• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions• Manage existing clients and grow portfolio through making contact and generating leads• Manage the growth of active customer Account Base to increase client base• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.• Maximise Business Portfolio cross sell opportunities and strengthen client relationships • Contact prospective clients and sell appropriate banking products in order to achieve sales targets. • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information• Comply with governance in terms of legislative and audit requirements• Enter all Qualified leads into the sales pipeline and maintain on a daily basis• Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies • Provide accurate and reliable sales and service statistics.• Manage own development to increase own competencies Show less
Sales Consultant
Nov 2009 - Mar 2011Sales Consultant
Oct 2009 - Feb 2011

Intelligent Debt Management Group
Mar 2011 - Jul 2014Senior Financial ConsultantConsulting to clients regarding: debt counselling and debt management. Analysing financial circumstances. Providing solutions and advice to financial problems.Assisting and advising on how better to manage monthly budgets. Managing and supporting through the debt management process. Processing applications.Negotiating with credit providers to reduce the instalment and interest rate through DCRS (Debt Counsilors Rules System).

FNB South Africa
Aug 2014 - May 2016Business BankerAchieve net profit growth for business• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions• Manage existing clients and grow portfolio through making contact and generating leads• Manage the growth of active customer Account Base to increase client base• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets.• Maximise Business Portfolio cross sell opportunities and strengthen client relationships • Contact prospective clients and sell appropriate banking products in order to achieve sales targets. • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information• Comply with governance in terms of legislative and audit requirements• Enter all Qualified leads into the sales pipeline and maintain on a daily basis• Track, control and influence sales and service activities with the specific aim to increase sales and service efficiencies • Provide accurate and reliable sales and service statistics.• Manage own development to increase own competencies Show less

FNB South Africa
Jul 2016 - nowPrivate Banker
Licenses & Certifications

FAIS Compliant
Languages
- enEnglish, middle (1100-1500)
- afAfrikaans
- xhXhosa
- zuZulu
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