Contact Information
Get in Touch
Email: Mabuyasiphokazi5@gmail.com
Mobile: +27 076 021 0932
Location: City of Johannesburg, Gauteng, South Africa
Certifications
Learning Everyday Math
Specialized certification in practical mathematical applications for financial planning and analysis.
RE 05 Banking Certification
Completed through Moonstone Business School of Excellence (September 2017).
Certificate in Banking & Insurance
Banking and Financial Support Services from Academy of Financial Markets (2018).
Class of Business: Investments
Class of Business: Long Term Insurance
Professional Summary
I am a purpose-driven banking professional with over 17 years of experience across South Africa's top financial institutions. My career has focused on leading high-performance teams, managing complex client portfolios, and turning underperforming units into profitable, client-centric operations.
With deep expertise in executive financial planning, private and value banking, and high-net-worth client advisory, I've been recognized for my ability to implement practical strategies that drive growth, retention, and service excellence.
I hold an MBA from GIBS and have consistently delivered business results by aligning financial strategies with client goals, mentoring cross-functional teams, and strengthening stakeholder partnerships at all levels.
I believe in leading with empathy, executing with precision, and empowering those around me to excel. Whether supporting a strategic shift or deepening client trust, I thrive in environments where vision, resilience, and outcomes matter most.
Current Role: Standard Bank South Africa
Executive Financial Planner (SBFC)
February 2024 - Present (1 year 5 months)
Lead a team of financial planners within the Home Loans Virtual Branch, delivering expert financial advice and driving financial wellness.
Manage client investment portfolios to ensure consistent growth and capital stability.
Recommend pension plans and retirement strategies for individuals and corporate schemes.
Assist clients with financial solvency, debt restructuring, and financial forecasting.
Stay informed on market trends, regulations, and economic forecasts.
Ensure regulatory compliance with financial laws and policies while strengthening long-term client relationships.
Previous Role: Multinet Home Loans
Mortgage Finance Specialist
July 2022 - January 2024 (1 year 7 months)
Johannesburg Metropolitan Area
Negotiated mortgage solutions with major banks to secure optimal finance options for clients.
Developed new business opportunities while managing key stakeholder relationships.
Delivered personalized service and expert guidance throughout the home loan process.
Sourced new clients and maintained long-term relationships through excellent service delivery.
Represented clients' best interests, ensuring favorable loan terms and efficient processing.
Standard Bank: Branch Manager Role
Branch Manager
September 2014 - April 2016 (1 year 8 months)
City of Johannesburg, Gauteng, South Africa
Managed a team of 26–30 employees, overseeing all branch operations and performance targets.
Recruited, developed, and retained skilled team members to align with branch strategy.
Cultivated a high-performance culture centered on customer service and operational excellence.
Ensured all customer complaints were resolved by close of business daily, in line with SLA expectations and provincial service standards.
Proactively identified and mitigated branch-level operational risks by implementing robust controls and compliance practices.
Designed and executed sales strategies to drive revenue and align with provincial targets.
Maintained strong stakeholder engagement to support strategic business outcomes.
Standard Bank: Team Leader Role
Team Leader Personal Markets
November 2012 - August 2014 (1 year 10 months)
City of Johannesburg, Gauteng, South Africa
Acted as second-in-command to the Branch Manager, overseeing day-to-day operations and leading strategic initiatives in the manager's absence.
Conducted performance appraisals and implemented action plans to improve underperformance, resulting in stronger team productivity.
Set and reviewed sales goals and performance improvement plans.
Collaborated with branch teams to deliver integrated customer service and support branch goals.
Facilitated training and motivation sessions to boost team performance and client conversion.
FNB South Africa Experience
4 years 7 months with FNB
1
Sales Coordinator
October 2009 - November 2011 (2 years 2 months)
City of Johannesburg, Gauteng, South Africa
- Coordinated sales activities across branch network
- Monitored performance metrics and provided strategic guidance
- Facilitated training and development programs
2
Sales Acquisition Consultant
May 2007 - September 2009 (2 years 5 months)
- Acquired new clients through targeted sales strategies
- Conducted needs analyses and recommended appropriate financial solutions
- Built and maintained client relationships
Absa Group Experience
Internal Sales Consultant
June 2005 - May 2007 (2 years)
City of Johannesburg, Gauteng, South Africa
Provided comprehensive financial advice to existing clients
Identified cross-selling and upselling opportunities
Conducted financial needs analyses and recommended appropriate solutions
Maintained strong client relationships and ensured high service standards
Collaborated with branch teams to meet sales targets and business objectives