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Daniel Banda

Daniel Banda

Back Office Cordinator

Followers of Daniel Banda7000 followers
location of Daniel BandaCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Managing Director at Nielban Energy (Pty)Ltd

  • Education

    • University of South Africa/Universiteit van Suid-Afrika

      2011 - 2014
      Bcompt Management Accounting Level 2

    • Financial Planning Institute

      2012 - 2012
      Regulatory Examination Regulatory Examination-Representative RE-5 RE-5

      Regulatory examination for Representatives RE5

    • Bernard Mzeki College

      2006 - 2007
      Advanced level Sciences (Biology , Mathematics , Chemistry

      Activities and Societies: President of Toast Masters

  • Experience

    • ZB Financial Holdings

      Jan 2008 - Mar 2009
      Back Office Cordinator

      Fund transfer,Inter account fund transfers ,RTGS, Unpaying Cheques ,Vouchers

    • ZB Financial Holdings

      Nov 2009 - Jan 2010
      ATM Custodian

      Replenishing cash and stationery in ATMs, Daily ATM reconciliation, Cash ordering

    • Weltsman Group

      Oct 2010 - Jul 2012
      Branch Manager

      Responsible for Administration and efficient daily operations of a full service branch. Searching for new profitable business.

    • Accolade Financial Planning Services

      Sept 2012 - May 2013
      Financial Planner

      Finding new business by cold calling and existing clients Servicing of existing clients policies or plans Setting of appointments with prospective clients Establishing and Defining the client relations Gathering client data and goals Analyzing and Evaluating the client’s Financial status Developing and presenting Financial Planning recommendations and alternatives. Implementing the Financial planning recommendations Monitoring the financial planning recommendations Obtaining referrals from prospective clients Show less

    • Liberty Group

      Jun 2013 - Mar 2016
      Financial Adviser

      Finding new business by cold calling and existing clients Servicing of existing clients policies or plans Setting of appointments with prospective clients Establishing and Defining the client relations Gathering client data and goals Analyzing and Evaluating the client’s Financial status Developing and presenting Financial Planning recommendations and alternatives. Implementing the Financial planning recommendations Monitoring the financial planning recommendations Obtaining referrals from prospective clients Show less

    • EOH Employee Benefits / EOH Wealth

      Apr 2016 - Sept 2017
      Financal Adviser

    • Laurel Nielban Investments Pty LTD

      Oct 2016 - now
      Executive Director

    • Discovery Limited

      Sept 2017 - now
      Financial Consultant

    • Nielban Energy (Pty)Ltd

      Sept 2020 - now
      Managing Director

      Suppliers of Fossil Fuels and commodities

  • Licenses & Certifications

    • RE 5

      Financial Planning Institute of Southern Africa
      Nov 2012