ODWA NDABENI
SUMMARY
I am a disciplined, dynamic, and energetic young woman. I possess
sound interpersonal, communication and organizational skills. I am
not intimidated by challenges and rather I take them head on. I do not
wait for opportunities to come by, but I am an unapologetic initiator
who is always willing to learn more to ensure I make a measurable
and meaningful contribution. I am a good team player and with my
positive attitude, optimism about life, resilience and being a hard
worker, I have no doubt that if given an opportunity to start my career
in your organization, I will do great!
CAREER DETAILS
PERSONAL
INFORMATION
Address: Brackenfell, South Africa
7506
Private Banking Advisor -Wealth clients, 06/2024 - Current
Phone:-
FirstRand Group
Email:-
• Build and maintain strong, long-term relationship with highnetworth individuals by understanding their financial needs,
ensuring proper client segmentation and driving retention through
SKILLS
proactive engagement.
• Portfolio management
• Optimize client experience by managing portfolios, advising on
lending products, driving digital banking adoption, resolving
complaints effectively and ensuring compliance with regulatory and
risk management policies.
• Drive profitability by analyzing client financial behaviors, identifying
revenue opportunities, strengthening relationship through proactive
engagements, collaborating with internal specialist and credit teams
and ensuring seamless service delivery.
Enterprise Banker, 04/2023 - 05/2024
Absa Bank LTD
• Build and maintain professional business relationship within small
enterprise businesses and sole proprietors' clients.
• Open new business accounts and identify leads opportunity for
merchant devices and ATM and cash vaults devices.
• Attend business presentation even with small entrepreneurs with an
aim to present the bank products.
• Promote and sell lending products to qualifying small enterprise
client such as submitting applications for commercial property
finance and vehicle finance.
• Identify opportunities and cross sell bank products to grow the
portfolio and meet the sales target as per score card method.
• Review business loan and submit applications to credit for decision
making.
• Financial analysis
• Client relationship management
• Regulatory compliance
• Sales strategy
• Customer service
• Visit client business premises to identify opportunities that will
assist the client to grow the business while bringing the revenue to
the bank.
Universal Banker, 08/2012 - 03/2023
Standard Bank
• To take demand from personal customers for any banking matters
ranging from product questions to customer account activities (e.g.,
opening accounts, statements, debit order information, etc.), whilst
forming an accurate assessment and understanding of that demand
in order to act on it in a one-and-done manner that consistently
delivers what matters to the customer within product and legislative
(e.g., FAIS) parameters.
• Cross sell bank products and meet required sales target.
Finance trainee officer(volunteer), 01/2011 - 01/2012
Sosebenza Primary School
• Prepare financial statement of the school using pastel system.
• Assist in auditing process.
• Prepare payroll of the temporal staff.
• Do financial transfer of the school.
• Process bills, receipts and other documents.
• Ensure all documents are properly signed and distributed.
• Verify financial and other data.
• Monitor financial transactions.
• Assist with account reconciliation.
• Communicate with vendors, customers.
• Report status of account and discrepancies.
CUSTOM SECTION
FirstRand Group, Private Banking Advisor - Wealth clients.
• Build and maintain strong, long-term relationships with high-networth individuals by understanding their financial needs., Optimize
client experience by managing portfolios, advising on lending
products, and ensuring compliance with regulatory and risk
management policies., Drive profitability by analyzing client financial
behaviors and identifying revenue opportunities.
Absa Bank LTD, Enterprise Banker,-,-
• Build and maintain professional business relationships within small
enterprise businesses and sole proprietors' clients., Open new
business accounts and identify leads for merchant devices., Promote
and sell lending products to qualifying small enterprise clients.
Standard Bank, Universal Banker,-,-
• Take demand from personal customers for any banking matters.,
Cross sell bank products and meet required sales targets.
Sosebenza Primary School, Finance trainee officer (volunteer),-, 2012-01,
• Prepare financial statements of the school using Pastel system.,
Assist in auditing process and prepare payroll of the temporal staff.
LANGUAGES
English:
IsiXhosa:
PERSONAL INFORMATION
• ID Number:-
• Date of birth:-
• Gender: Female
• Nationality: South African
• Driving Licence: C1
• Marital status: Single
EDUCATION
Postgraduate diploma, accounting science, 2026
University of South Africa
Taxation, financial accounting, and auditing
Advance diploma, accounting science, 01/2020
University of South Africa
Financial accounting, auditing, management accounting, taxation
ND, internal auditing, 01/2011
Walter Sisulu University
Financial accounting, Taxation, Business information system,
Economics
NHC, Accountancy, 01/2010
Walter Sisulu University
Matric, 01/2006
Khanyisa High School
REFERENCES
• FIRST RAND GROUP
Mobile:-
Tel:-
Email address:-Line manager: First Rand Bank
• ABSA BANK
Mrs N Mfene
Line manager -Absa bank
Tel:-
Mobile:-
Email address:-Mrs E BOMVANA
• STANDARD BANK
MRS Evelyn Bomvana
Team leader –Standard Bank
Tel:-
Mobile no:-
Email address:-• Sosebenza primary school
Mr S SIYENGO
Supervisor –Sosebenza primary school
Tel no :-
ACCOMPLISHMENTS
• Recognized as the Top Performer in to selling bank products and
exceeding required sales target at Standard Bank
• recognized as Top performer in achieving of required sales target
within private wealth banking in First Rand Group for 2024/2025
financial period
DRIVING LICENCE
• C1