Edward Mokoena

Experience

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  FNB South Africa

  Jan 2009 - Jan 2012

  Multiskilled consultant

  To grow sales, produce error-free and high-quality work, migrate cash and service transactions whilst remaining and Customer Champion in various relief roles as required by the Branch.Relief duties included: Sales & Service Duties, Cash Migration Duties, Collections Duties, Teller Duties, and Sales Administrative Support Duties.The key focus was to put the customer first, Connect, Converse, Convert& Confirm the relationship.Provide face-to-face customer service.

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  PPS

  Feb 2012 - Jul 2012

  Member Consultant

  Provide financial advice or solutions based on client needs and goals.Develop long-term client relationships.Consistently build your portfolio of clients.Attend consultation meetings.Identify new financial opportunities.Search out new sales opportunities.Onboard new accounts.Encourage growth within existing clients.Develop new sales strategies.Negotiate agreements.

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  Sanlam

  Jul 2012 - Sept 2015

  Senior Financial Advisor

  Prospect for potential new clients and turn this into increased business.Meet potential clients by growing, maintaining, and leveraging my network.Identify potential clients, and the decision makers within the client organization.Research and build relationships with new clients.Set up meetings between client decision makers and company’s practice leaders/Principals.Plan approaches and pitches. * Work with team to develop proposals that speaks to the client’s needs, concerns, and objectives.Participate in pricing the solution/service.Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion. Use a variety of styles to persuade or negotiate appropriately.Present an image that mirrors that of the client.I prepare customization of services needed by clientsAttend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends.Identify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales. Show less

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  FNB South Africa

  May 2016 - Jun 2017

  Quality Assurance

  QUALITY ASSURE FOR CONTINUOUS DUE DILIGENCE.Tax reporting or common standard reporting.FICA complianceScreening of business mandates.Working the end user for screening.Project management standard application. Customer Account Management • Ensure that all bank account opening documents are received for day 2 control function, • Verify Account Opening Documents to meet KYC Requirements in terms of the Account Opening Checklist for all new accounts, • Verify correctness of information captured on Core Banking System, • Perform Risk Assessments and Initial Customer Take on Screening in terms of standing instructions using approved assessment tools.Responsible for the FATCA assessment tests, Diarize and monitor receipt of outstanding supporting documentation, Verify mandates to request amendments on Static Data, Verify correctness of amendments as per customer requests and instructions in terms of the Static Data Amendment Procedures and checklist.Action Day 2 Reports related to the creation of New Accounts, Customer Instructions verification and Amendments to Customer details. Ad Hoc spot checks on customer transaction and verification against customer instructions. Access Channel Request.Verify Customer Data correctness on Core Banking System.Amend customer data if required in terms of the Static Data Policy. Capture Access Activation request on Bancs. Action Channel Access Application and related instructions.Action periodic reports. Show less

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  Sive Setfu ICT Solutions

  Aug 2017 - Sept 2019

  • Business Development Manager

    Sept 2018 - Sept 2019

  • Business Specialist

    Aug 2017 - Sept 2018
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  KIS

  Feb 2018 - Sept 2019

  Worksite Specialist

  New business source for Consultants.Recruitment of new business consultants.Networks with Unionists, business people and stakeholders.Creation of MEMORANDUM of Agreements with various Companies.

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  NBC Holdings

  Sept 2019 - Feb 2022

  Stakeholder Liaison

  What do I do again? My role entails developing and maintaining effective relationships with internal and external stakeholders within retirement industry.My position contributes towards the achievement of the Department’s strategic goals and operational priorities, via successful engagement of key stakeholders.I ensure that retainers are run according to service level agreements.Prepares informative presentations for stakeholders and Members of retirement funds.I do retirement benefits counselling for stakeholders and fund members.Attend stakeholder events/functions/workshops on behalf of the NBC Holdings.Maintain thorough knowledge of the business, as well as an understanding of how that impacts the other entities of contact.Monitor, coordinate, and communicate the strategic objectives of the business.Collaborate and communicate successfully with other entities outside of the business.Work with other staff members to develop a greater understanding of the business and any issues that arise.Develop and foster relationships with the community, stakeholders, and other entities.Collect, analyze, and utilize data and feedback to identify opportunities to improve the relationship between the business and the other entity.Compile reports about particular incidents, events, or updates about an important issue for the business.Proactively solve conflicts and address issues that could occur between the business and the other entity.Promptly respond to incidents and other events as necessary.Act as a positive representation of the business to the industry at large. Show less

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  Sena Financial Services

  Aug 2021 - now

  Business Development Manager

  Business Development Specializing in the administration of Compensation for Occupational Injuries and Diseases claims. Excellent at cultivating and nurturing strategic relations with key decision-makers in the trade unions, corporates, government, and private sector. I do market research, B2B acquisition, and deal with Customer Needs. We simplify the complexities of injury on duty and occupational diseases. We manage injury on duty claims, medical treatment, medical services, and offer comprehensive training on COIDA. Show less