David Moganse Marobela
Burgersfort
Summary
Organized Sales manager and exceptional multitasker with top-notch verbal and written communication skills. Offering over 20 years of hands-on experience in Sales,financial planner/adverser ,Banking, analyzing and recording data on progress of planning permission applications and responding to queries about planning permission application process.
Organized and results-oriented Planner excels at seeing big picture and creating plans to achieve business objectives. Adept at leveraging data-driven insights and implementing proactive solutions to deliver cost-effective and timely results. Possesses strong communication, customer service and problem-solving skills.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
20
20
years of professional experience
4
4
Certifications
1
1
Language
Work History
Financial Planner/Executive Advisor
Sanlam
Lydenburg
07.2025 - Current
- Increased client retention rates by proactively addressing concerns and providing exceptional customer service.
- Collaborated with cross-functional teams to optimize wealth management solutions for high-net-worth clients.
- Analyzed and explained variances by understanding key performance drivers and adjusted forecasts based on new information.
- Managed a diverse portfolio of investments, effectively balancing risk and return profiles for optimal results.
- Enhanced client satisfaction with personalized investment strategies tailored to individual needs and goals.
- Improved financial plan accuracy by diligently reviewing and analyzing client data.
- Safeguarded client assets by ensuring strict adherence to regulatory requirements and internal controls throughout all stages of the financial planning process.
- Identified risks and opportunities based on deep understanding of business operations, drivers of success, competitive knowledge, and how business aligned with objectives.
Customer Service and Hosting Manager
Absa Bank
01.2016 - 01.2017
- Overseeing the performance of the branch in all the areas of the business that is Financials, Sales, service and people, Lead 5 Employees and make sure they utilize the budget given in meeting the targets allocated to the branch.
- Key Responsibilities
- Ensure positive branch assurance outcome, ensure adherence to cash limits as well as cash management and control expenditure
- Coach team members on all the processes and controls that they have to execute in their daily work
- Test a sample of activities on a weekly basis to see if control requirements are being adhered to.
- Remind the team of their compliance requirements
- Schedule new employees for compliance training within the prescribed timelines
- Make team members aware of all changes to policies, processes and procedures
- Make use of the Customer Care Process for customer complaints as well as compliments.
- Track the service performance of the branch
- Ensure that staff adhere to Absa's corporate image standards
- Minimize complaints by providing a professional and high quality service to customers
- Ensure that Hosts are skilled and knowledgeable
- Ensure that staff forward leads to maximize sales
- Monitor and control the leads process
- Encourage staff to promote the use of alternative delivery solutions channels to customer
- [Absa bank limited as a financial institution that provides financial solution to customers and maintain a balance by making sure it attracts new clients and maintain the existing client base]
- Absa Burgerfort, June 2016 – June 2018
Business Teller, Customer Service Clerk, Treasury Clerk, Bulk Teller, Atm Custodian, Foreign Exchange and Western Union Money Transfer
Absa Bank
Lydenburg
11.2006 - 01.2013
- Ability to handle bulk cash
- Customer services
- Sales of the bank products
- Good communication
- Financial abilities
- Work accurately
PC Consultant
Compu-Genesys
05.2006 - 08.2006
- PC Maintenance
- Problem identification
- Trouble Shooting
- Upgrades
- Assembling and disassembling
- Software Installation
- Basic Networking
Education
Sales and Service Certificate - Selling strategies, Formal sales process, Business &customer needs, Asset- based solutions, Forex, trade & hedge products, Investment products, Financial analysis
Rbb academy
Matric - Mathematics, Biology, Physical Science, Agricultural Science, English, Afrikaans, Sepedi
Thabatlou Commercial High School
12.2004
Skills
Experienced in using MS Office, including Excel and Word, for efficient data management
Accomplishments
- Improved overall branch performance cash flow and received a green audit
- Provided forecasts and reports to Management
- Top talent of the year 2017 Burgersfort area
Certification
Havatech (Stech) 2006
References
- Jabulane Maseko, Branch manage Sanlam, 082 072 2444
- Mmakgosi Ndlovu, Consultant Absa Nelspruit, 013 757 9644, 072 148 9225
- Collins, Mkhondo, Friend, 079 418 3165
PERSONAL DETAILS
- DAVID MOGANSE MAROBELA
- ID No. – 8703125251083
Section name
Certificates Available on Request.
Timeline
Financial Planner/Executive Advisor
Sanlam
07.2025 - Current
Customer Service and Hosting Manager
Absa Bank
01.2016 - 01.2017
Business Teller, Customer Service Clerk, Treasury Clerk, Bulk Teller, Atm Custodian, Foreign Exchange and Western Union Money Transfer
Absa Bank
11.2006 - 01.2013
PC Consultant
Compu-Genesys
05.2006 - 08.2006
Sales and Service Certificate - Selling strategies, Formal sales process, Business &customer needs, Asset- based solutions, Forex, trade & hedge products, Investment products, Financial analysis
Rbb academy
Matric - Mathematics, Biology, Physical Science, Agricultural Science, English, Afrikaans, Sepedi
Thabatlou Commercial High School