Summary
Overview
Work History
Education
Skills
References
LEADERSHIP
INTERNAL PROGRAMMES
Certification
Timeline
Generic
Luthando Tshawe

Luthando Tshawe

Business Manager
Secunda

Summary


Experienced Business Manager skillful in monitoring and managing daily business operations with focus on continuous improvement. Transforms underperforming operations into successful enterprises using resourcefulness and high-level business acumen. Decisive and analytical with over a decade history of successful industry performance.

Overview

12
12
years of professional experience
6
6
Certifications
3
3
Languages

Work History

Business Manager

Old Mutual
12.2018 - Current


  • Managing the existing business process (i.e. conservation of outstanding business, administration and client care)
  • Building and sustaining a productive team, by ensuring that the advisors maintain up-to-date customer relationship management data, identifying and resolving issues.
  • Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization
  • Identify, within the team, instances of non-compliance with the organization’s policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Develop a personal network within the business sector and represent the organization at business sector events.
  • Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives.
  • Created effective strategies to target new markets after researching and analyzing competitor behavior.
  • Identify opportunities for growth within Secunda, Nelspruit, Ermelo, Standerton, and Hazyview territory and collaborate with sales team and stakeholders to reach sales goal.
  • Ensure the organization is not exposed to undue risks by using risk management systems to achieve specific goals within a designated area of the business.
  • Executed business plans to further strengthen and maximize territory sales and profits.
  • Anticipated financial impact from operational issues and worked with leadership to develop solutions.
  • Mentored junior staff members, helping them grow professionally and contribute more effectively to the team''s goals.
  • Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
  • Fostered a culture of continuous improvement by encouraging employee input on process optimization efforts.
  • Increased overall team productivity by fostering a positive work environment and providing effective leadership.
  • Developed strategic partnerships with key stakeholders, leading to significant growth opportunities for the company.
  • Fostered strong, enduring relationships with key clients to secure repeat business and referrals.
  • Assisted with hiring process and training of new employees.
  • Evaluated current market trends and competitor strategies, guiding the development of innovative solutions to stay ahead in the industry.
  • Oversaw financial operations, maintaining accurate records and ensuring compliance with industry regulations.
  • Drove revenue growth with targeted sales initiatives, adapting techniques to meet changing market conditions.
  • Boosted team morale and productivity by implementing regular feedback sessions and recognizing outstanding performances.
  • Developed comprehensive risk management strategy, mitigating potential impacts on business operations.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

Financial Planner

Sanlam
06.2013 - 04.2018
  • Provide excellent customer service, in true nature of TCF
  • Review existing old policy holders to cross-sell and upsell ensuring customer needs are met.
  • Resolve client queries by following business procedure and keeping client informed
  • Increase customer retention by striving to create wonderful customer experiences.
  • Maintain client relationships through world class service standards by listening and attending to client needs
  • Understand and embrace the Sanlam vision and demonstrate the values through interaction with team and stakeholders
  • Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
  • Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
  • Negotiated competitive insurance policies on behalf of clients, securing optimal coverage at favorable rates.

Education

Moonstone
01.2015

NDIP in Entrepreneurship - Entrepreneurship

UNISA
Bloemfontein
03-2013

Skills

Customer service

Regulatory compliance

Strategic planning

Decision-making

Team building and leadership

Business planning

Client relationship management

Sales and marketing

Business development

Coaching and mentoring

Risk assessment and management

References

Bongi, Radebe, Regional Manager, BRadebe@oldmutual.com, 066 232 9432, Old Mutual

LEADERSHIP

  • Managed multiple district offices
  • Successfully implemented and executed business and marketing activation plans
  • Recruitment of Staff. Coaching for growth.
  • Built a Cohesive team.
  • Collaborated with various stakeholders to ensure offices remain profitable
  • Increased sales by 90% from 2023.

INTERNAL PROGRAMMES

  • Pareto Principles 182
  • PFA Management Development Program: Fueling Success
  • PFA Management Development Program: Coaching
  • PFA Management Development Program: Problem solving and decision making
  • PFA Management Development Program: Change Agility
  • PFA Management Development Program: Delegating for success

Certification

PFA Management Development Program: Fueling Success

Timeline

Business Manager

Old Mutual
12.2018 - Current

Financial Planner

Sanlam
06.2013 - 04.2018

Moonstone

NDIP in Entrepreneurship - Entrepreneurship

UNISA
Luthando TshaweBusiness Manager