Siya Melthafa

Siya Melthafa

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location of Siya MelthafaCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Private Banker, FNB

  • Education

    • UNISA

      2015 - 2017
      Bachelor of Accounting Sciences in Management Accounting Finance and Financial Management Services
    • CPUT

      2004 - 2008
      Cost Management and Accounting Management Accounting And Financial Accounting
    • Paarl Boys' High School

      1999 - 2003
  • Experience

    • Capitec Bank

      Oct 2009 - Mar 2011

      Achieve 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 2011
      • Sales Consultant

        Oct 2009 - Feb 2011
    • Intelligent Debt Management Group

      Mar 2011 - Jul 2014
      Senior Financial Consultant

      Consulting 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 2016
      Business Banker

      Achieve 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 - now
      Private Banker
  • Licenses & Certifications

    • FAIS Compliant