Odwa Ndabeni

Odwa Ndabeni

$29/hr
Private banker in private wealth clients
Reply rate:
-
Availability:
Part-time (20 hrs/wk)
Age:
37 years old
Location:
Cape Town, Cape Town, South Africa
Experience:
10 years
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
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