Lordwick Nkuna

Experience

• 

  Nedbank

  Oct 2014 - Feb 2016

  Sales Consultant
• 

  Octogen

  Mar 2016 - Jul 2017

  Financial Wellbeing Consultant

  Financial Wellbeing

• 

  Absa Group

  Aug 2017 - now

  1. Support the Relationship Executive in driving business development, achieving investment sales targets and growing the investment book.2. Support the Relationship Executive/ Business Banker in selling investment products through providing specialist product input and offering relevant product solutions/alternatives to clients within the statutory and regulatory frameworks.3. Visit (potential and or existing) investment clients with the Relationship Executives/ Business Banker in order to conclude the origination of investment product sales and execute prospective sales opportunities.4. Monitor the effectiveness of Relationship Executives/Business Bankers in selling investment products and identify gaps.5. Continuously share product information with Relationship Executives/Business Bankers to up skill them. 6. Provide advisory services (where necessary) on investment solutioning and risk assessment (i.e. matching the investment product set to the risk profile).7. Optimise the profitability and sustainability of a portfolio of investment clients over the long term through innovative solutioning.8. Proactively and continuously deliver service excellence to customers.9. Provide appropriate quotes to the investment clients on interest rates for the various investment products and optimise client liability pricing, margins, volumes and mix thereof.10. Continuously collect investment market data and financial trends on all competitor banking products and financial services in order to stay abreast of the investment market and trends.11. Adhere to all internal audit and SOX compliance requirements through implementing risk policies in tasks e.g. completion of indemnities, procedures, listings, etc. Show less

  • Investment Manager (FAIS): Investment, Deposits and Liquidity Solutions

    Dec 2019 - now

  • Consultant: Sales

    Aug 2017 - Nov 2019