THAPELO NTISA

Experience

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  ABSA

  Sept 2004 - Jun 2013

  Job Purpose:To enhance customer experience through execution of sales administration and providing feedback to both the customer and Private Bankers and Sales Support Manager. Providing administrative support escalating customer queries and telephone calls to the Private Bankers and Sales Support ManagerKey Responsibilities:• Ensure all documentation is accurately completed, recorded and dispatched or filed• Ensure all documentation meets the Customer Acceptance Screening Application (CASA) and Financial Intelligence Centre Act (FICA) requirements when completed , recorded, dispatched and filed• Ensure information or documentation required by the Customer, Private Bankers or Sales Support Manager is provided timeously• Track applications and actively manage the turn around times of approvals or declines• Provide feedback to customers, Private Bankers and Sales Support Managers on status of applications and any problems encountered• Cross check applications and new accounts• Ensure all approved personal loans documentation is quality checked and completed in full• Authorise personal loan payouts and inform the clients of payouts• Manage and resolve customer queries within specified turnaround times• Support sales team in branch to identify leads• Ensure that Private Bankers and Sales Support Manager receive the leads and follow up on leads forwarded• Capture and maintain portfolio changes and linkages• Relieve the receptionist or enquiries when required• Check dormant listings and phone customers where necessary Show less My role is to work as a partner together with a Private Banker to design and implementing a tailored wealth management plan to our high net clients.My duties entail: - Generating new business by sourcing and researching leads, includes Cold calling Lead generation- Setting up appointments with potential clients- Attending meetings and delivering presentations- Closing sales- Exceeding budgets and targets- Building excellent, sustainable client relationships- Interacting with senior business decision makers in a credible and commercially focused way- Communicate client requirements back to the Operations team for assistance on the proposed solution- Match client requirements to applicable services or products- Communicate the proposed solution to clients (verbally, in proposal format and/or PowerPoint format)- Train clients on products and services when necessary- Provide support to clients on products and services when necessary and liaise with the Support Teamwhere required- Weekly Sales Reports Show less

  • Sales Support - Private Bank

    May 2012 - Jun 2013

  • Private Banker Assistant

    Sept 2007 - Apr 2012

  • Team Leader Sales Consultant

    Sept 2005 - Aug 2007

  • Sales Consultant

    Sept 2004 - Aug 2005
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  FNB South Africa

  Jul 2013 - Jun 2021

  Premier Banker

  To reactively, as well as proactively manage a portfolio of clients with the objective of addressing their financial needs. Duties and responsibilities includes the following:* Build enduring, rewarding relationships through increasing product holding per client.* Provide a point of contact for a predefined portfolio of clients with FNB.* Service clients in a deskbound capacity, through e-mail and telephone.* Log, resolve and escalate when necessary, all client complaints, queries, issues and communication.* Achieve Premier performance targets in line with financial growth, customer satisfaction and internal networking.* Day-to-day management of credit risk in line with procedures and legislation.* Develop internal networks with internal products houses and business units. Show less

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  Piece of Land Investments

  Jul 2021 - now

  Managing Director

  We are a property investing rental business based in Soweto, that specialize in buying, rehabilitating and reselling single family residences in our local township communities. Our ambition is to be the leading property re-development company in the local township economy, with a reputation for providing high-quality rental housing at affordable prices.The housing business is aiming to realize a "long-life housing" that maintains customers' high satisfaction. We will provide high quality products and services that will continue to live beyond generations based on the connection with families and society and symbiosis with the environment. In addition, by integrating with peripheral projects such as renovation, real estate distribution, and urban development, we will keep the value of our houses for a long time to create a truly rich life scene. Show less