Thato Pieterse

Thato Pieterse

Recruitment Consultant

Followers of Thato Pieterse1000 followers
location of Thato PieterseCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Mergers & Acquisitions: Business Development & Strategy Manager at African Bank

  • Education

    • Bank Seta

      2021 - 2022
      National Diploma Financial Markets and Financial Instruments NQF 6
    • Midrand Graduate Institute

      2007 - 2010
      Bcom Accounting Accounting NQF 7
    • Holy Family Combined School

      1996 - 2006
      Matric

      Matric with merit

    • MANCOSA

      2022 - 2022
      Advanced Diploma Business Management NQF 7
    • MANCOSA

      2018 - 2019
      Advanced Certificate in Financial Planning Finance and Financial Management Services NQF 6
    • MANCOSA

      2023 - 2023
      Post Graduate Diploma in Project Management Project Management
    • University of South Africa/Universiteit van Suid-Afrika

      2016 - 2017
      Higher Certificate In Banking Banking NQF 5
    • University of South Africa/Universiteit van Suid-Afrika

      2012 - 2012
      NDP (Non-Degree Purposes) Finance and Financial Management Services
    • Moonstone Business School of Excellence

      2014 - 2014
      RE 5 (Representatives) Insurance RE 5
  • Experience

    • PAV Personnel

      Jul 2008 - Nov 2008
      Recruitment Consultant

      •Finding candidates for various work positions

    • Grace Medical Accounts Administrators (GMAA)

      Nov 2009 - May 2011
      Accounts Administrator / Personal Assistant

      •Number of Staff: Three (3) people reporting to me•Managing accounts for various doctors

    • Tireni Consultants

      Jan 2010 - Nov 2012
      Financial And Property Administrator

      •Rental and sales administration

    • Capitec Bank

      Jun 2011 - Mar 2014

      •Number of Staff: 6 consultants reporting to me•Action, co-ordinate and monitor efficient functioning of the branch in respect of Process/Procedural compliance, Client Service, on-boarding of new employees and the ability to guide and motivate staff and taking responsibility of the branch in the absence of the Branch Manager•Process / procedural compliance:o Co-ordinate and monitor in-branch risk and process complianceo J2E processeso Branch related procedures and auditso Discuss areas of improvement and/or coaching with the Branch Manager •Client service:o Making sure when the branch is busy, everyone is servingo Contributing to the branch sales targets of +/- R4 000 000o Monitor and drive Time to service and Time of service to deliver a unique service experience•On-boarding of new employees:o Co-ordinate and implement all on-boarding activitieso Provide support to all new staff to become familiar with the people, the environment, the job and the business.o Ensure all new staff complete the relevant training and e-learning activitieso Ensure all new staff are fully prepared to complete the Firm Foundation Programmeo Regular feedback to new staff members on their progress and development areas o Ability to guide and motivate staff, and taking responsibility for the branch in the absence of the BM Show less •Support with operational effectiveness/efficiency•Ensure client service standards are met and upheld•Deal effectively with client calls in the absence of the BM/ABM•Manage resources in the absences of BM/ABM (includes staff management)•Mentoring/budding of new employees (particularly during site assignment and apprentice phase)•Actively support the BM/ABM with continuous improvement initiatives/actions, and provide input into coaching opportunities•Equipment maintenance and reporting of equipment problems•Pay date management•Ensure all administrative tasks are kept up to date for efficient branch functioning Show less •Teller:o Taking cash and cheque depositso Printing bank statements for clientso Handling client queries with their accounts (unauthorizedo transactions in their accounts)o Bank transfers, disputes and account information•Sales Consultant:o Opening bank accounts for clientso Card replacementso Setting up cellphone and internet banking facility for clientso Granting loans to prospective clientso Enquiries on savings and loan accountso Achieve monthly targets consistently, both individual and team•Targets:o Generate own lead sourceso Maintain a client base through good customer serviceo All ad hoc duties relating to administration and saleso General Admin duties :( filling, faxing, photocopying, answering calls and taking messages, sending and receiving emails) Show less

      • Assistant Branch Manager

        Jun 2013 - Mar 2014
      • 2IC

        Aug 2012 - May 2013
      • Service Consultant

        Jun 2011 - Jul 2012
    • African Bank

      Jan 2015 - Jul 2017

      •Number of Staff: 5 Consultants•Ensure full efficient function of the branch in respect of Customers & Sales, Branches Financial Standing, Risk & Collections, People Management and Service•Customers & Sales:o Managing the sales process and complying with company policyo Ensure Consultants collect referrals and follow up on all leads and referralso Understanding and managing the customer base to achieve targets looking at customer base growth and customer behaviouro Drive implementation of old and new products and ensure consultants have the required knowledge of products•Branch Financial Standing:o Managing branch costs through improvement of productivityo Put measures in place to maintain cost per loan through productivityo Analyse monthly cost expenses and put measures in place to reduce branch costs•Risk and Collections: o Managing day to day branch operations to improve QCS (Quality Control Systems)o Managing the processing African Bank loan applications in accordance with company policy and procedureso Ensure all team members follow loan application policyo Monitor and coach all consultants on compliance and risk factorso Monitor and ensures the management of non-performing loans and performing collection functionso Ensure 100% of collection worklist is followed up using correct conversation and processo Monitor that collection is done daily and a minimum of 50% PTPs are paid monthly•People:o Manage team members and the day to day running of the brancho Complete monthly performance contracting and reviews for all branch staffo Regularly do performance discussions in order to improve performanceo Manage and implement personal development plans for all branch staffo Complete team members’ proficiency assessments quarterly to ensure progression on the proficiency index•Service:o Engage positively with customers and maintaining confidentiality in accordance with company policy and procedure Show less

      • Branch Manager

        Apr 2014 - Jul 2017
      • Branch Manager

        Jul 2015 - Nov 2015
      • Branch Manager

        Apr 2014 - Jun 2015
      • Relieving Branch Manager

        Jan 2015 - Mar 2015
    • Nedbank

      Dec 2015 - Mar 2016
      Sales And Services Manager/Team Leader Sales

      •Number of Staff: 5 consultants•Optimise sales performance through others in order to grow the client base and make Nedbank more profitable•Managed Financial and Business Results•Managed Internal Processes•Managed Self and Team•Managed Stakeholder Relationships•Managed Transformation and Innovation•Assuming a key leadership role•Checking performance data to measure employee performance•Coaching and mentoring others•Communicating job requirements and performance standards to others•Conducting performance appraisal interviews•Conducting performance feedback meetings•Creating a business plan•Enforcing disciplinary actions against employees•Implementing a strategic plan•Investigating and reviewing processes to improve client satisfaction•Managing a team of people•Managing business risks•Measuring client satisfaction•Providing constructive feedback to employees•Recruiting and staffing Show less

    • Absa Group

      Aug 2017 - Mar 2018
      Sales Enablement Specialist

      •Delight the customer by offering a professional, caring, consistent and outstanding level of customer service and grow the business within the branch/community•Confidently make self-initiated contact with customers across segments (inside & outside the branch), servicing clients across moments for the short & long term•Build trust by engaging in conversations and actively listening to customers in order to help customers solve their short and long term banking needs with end-to-end solutions (complex sales)•Provide coaching & mentorship to both essential & moment bankers in solution identification & provision as well as client queries & complaints - service recovery•Proactively understanding the clients needs as well as both simple and complex product & technology related offerings, spend time with clients communicating how their needs could be serviced through digital / other channels & actively encourage clients to adopt digital channels demonstrating outstanding client service at all times•Customer:o Receive and delight customers by demonstrating exceptional customer service, building trust and actively listening to customers to deliver the right solutionso Grow the market through service excellence, solution identification and provision, ensuring the right products are sold to the right customerso Create a balance in customer interactions between their short and longer term needs & anticipating broader customer experience requirementso Proactively anticipate client queries, showing initiative by providing solutions to cliento Take ownership for resolving customer complaints & queries. Escalate difficult queries when required, resolving to learn from these in an effort to resolve and or prevent these in future and ensure effective customer recoveryo Proactively build customer loyaltyo Take responsibility for the reviewing and resolving complex branch complaints and escalating when required Show less

    • Discovery Limited

      Apr 2018 - Oct 2019
      Senior Key Account Manager

      Key Purpose•To change the sentiment of key external stakeholders toward Discovery through meaningful engagement, securing and sustaining their uptake of business initiatives as well as proactive servicing. •To continuously add value to the sales and servicing strategy by being knowledgeable of best practice in the industry, identifying and unlocking opportunity and making meaningful suggestions to enhance our business strategy.Key Outputs•Engage with priority clients out in the field and promote business initiatives•Interface with clients to retain and grow the business•Ensure a seamless client service experience•Manage and build relationships with multiple key internal and external stakeholders •Recognize and manage risk and potential threats, provide an impact assessment, and identify solutions and opportunity for improvement•Build and maintain a creative and tailored account plan for key accounts •Meet and exceed key performance indicators•Administrative functions•Generate and utilise key reports and data to assist in strategic planning •Keep abreast of best practice and key industry trends and information Show less

    • African Bank

      Nov 2019 - now

      Business Development M&A:o Compile and analyse data required for mergers and acquisitionso Establish business development strategies to ensure overall organisational strategy is followedo Conduct research, develop M&A strategies and identifying sectors and companies that might be viable business targetso Develop and present detailed proposals, including risks and financial impact of targeted business Development and Growth opportunities for approvalo Analyse company information and business proposals of targeted opportunities with the corporate finance team and present findingso Corporate finance team assists in carrying out financial modelling that support the assessment of M&A opportunitieso Manage and lead the merger and acquisition project management process including due diligence, risk management, negotiating terms, fund raising, liaising with key stakeholders up to integration phaseo Prepare customised presentations and detailed written reports to support Executives with board motivations  Stakeholder Management:o Build and maintain a productive relationship with business partnerso Drive partnerships with internal stakeholders to adapt current portfolios to new business opportunitieso Manage partnerships with internal stakeholders to identify opportunities for portfolioo Manage relationship building with industry players and develop strategies to leverage network for business opportunities and partnerships. Show less The role includes identification, engagement and the development of strategic partnerships from concept, to commercially viable and operational businesses in support of the business strategyNew Business Strategy • Define and develop the short and long term strategic goals for Business Development, in line with organisation’s overall strategic objectives.• Identify potential business deals by contacting potential partners; discovering and exploring opportunities.• Evaluate market research and adjust new business strategies to meeting changing market and competitive conditions.• Analyze the progress of revenue-generation goals and make recommendations for adjustments/interventions as required• Identify opportunities to acquire new projects• Close new business deals by coordinating requirements; developing and negotiating contracts; integrating contract requirements with business operations.• Ensuring targeted service and performance standards are achieved and exceeded.• Research and design new products in collaboration with Product Division wit come up with innovative products in the company environment. 3rd Party Management• Ensure proper due diligence is conducted on all Third Parties entering into contracts or relationships, as well as on an ongoing basis.• Partner with Business Relationship Owners, within the First Line, to conduct reviews of their potential Third Parties before contracts are signed, as well as ongoing during the duration of the Third Party relationships• Serve as a liaison between Third Party, Business Relationship Owners, Procurement, Legal, Subject Matter Experts and other key stakeholders to execute the Third Party process• Support Subject Matter Areas who assess Third Party risks and quality of controls, identify risks requiring remediation and propose remediation plans for Third Party Oversight• Report due diligence results, findings and recommendations Show less

      • Business Development & Strategy Manager - Mergers & Acquisitions

        Nov 2021 - now
      • Business Development Manager - Strategic Partnerships

        Nov 2019 - Oct 2021
  • Licenses & Certifications

  • Volunteer Experience

    • Career Build Coach

      Issued by Grace Bible Church on Apr 2015
      Grace Bible ChurchAssociated with Thato Pieterse