Happy Molefi
Employee Benefits Consultant
Gaborone
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
9
9
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
CUSTOMER SERVICE CONSULTANT
FIRST NATIONAL BANK BOTSWANA
06.2023 - 12.2023
- Provide first line customer services interaction with walk-in client
- Opened over 30 bank accounts daily during the student banking project.
- This involves picking daily reported customer enquiries/requests and queries
- Identifying cross-selling opportunities to enhance customer experience
- Provides service advice to clients regarding access to relevant products and solutions
- Coach customers on their banking needs and product utilization
- Set up and maintain customers' accounts
- Reviewing account statements and other financial documents to ensure accuracy of entries
- Maintaining accurate records of account activity and transactions to ensure compliance with industry standards and regulations
- Processing account transactions such as deposits, or withdrawals on behalf of customers.
ADMINISTRATION ASSISTANT
FIRST NATIONAL BANK BOTSWANA
08.2022 - 01.2023
- Compiling accurate and up-to-date data on customers for compliance reasons
- Assessing risks and compliance issues associated with customers or products
- Assisting efforts aimed at preventing money laundering, terrorist financing and other illicit financial activities
- Reviewing and screening crucial documents to ensure credibility and accuracy of these documents in line with the Bank's AML Policy and procedures
- Play the main contact point for KYC and AML reporting issues for clients
- Placed at FNB contact center, as a customer service consultant where i managed to answer over 50 inbound calls per day.
PRINCIPAL OFFICER
DEONTIC INSURANCE GROUP
04.2021 - 05.2022
- Provided leadership and comprehensively managed the activities of the firm
- Encouraged the sales team to source and secure new businesses, building and managing customer portfolio.
- Plan, organize and coordinate day to day running of the company
- Identify opportunities to improve customer conversion and sales team performance by analyzing data and key performance indicators
- Ensure new clients are provided with quotations and continuous follow up is in place.
- Successfully "Increased sales by 10%".
CEO Personal Executive
Genius Point Logistics
01.2020 - 03.2021
- Completing some corporate governance reporting
- Helped management to identify workflow issues and find solution
- Closely monitored and managed that Management meetings and operations went smoothly
- Provided administrative support, including processing purchase orders, service contracts and financial reports
- Establish and update work schedules to account for changing levels and expected workloads
- Compiling and analyzing sales reports.
- Managed a fleet of 4 cross border trucks.
Manager
Begonia Investments (Pty) Ltd
03.2015 - 11.2019
- Encompassed all areas of management in day to day duties and tasks which include planning, leading, organizing, and controlling
- Developed and displayed strong technical and functional skills alongside a strong affinity for interacting with, supporting, and guiding colleagues.
Administrative Assistant
Intrepid Group (Pty) Ltd
01.2015 - 03.2015
- Prepared packages for shipment, pickup and courier services for prompt delivery to customers
- Completed forms reports logs and records to quickly handle all documentation for human resources
- Welcoming incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Education
Diploma - Business Management
Botswana Open University
Gaborone, Botswana 08.2022 - Current
Certificate - CoP Long Term Insurance
Insurance Academy of Botswana
Gaborone, Botswana 05.2023 - 08.2023
Certificate - CoP Short Term
Insurance Academy Botswana
Gaborone, Botswana 11.2022 - 02.2023
Diploma - Insurance
Ba Isago University
Gaborone Botswana 01.2013 - 06.2017
Skills
Product Knowledge
Data Entry
Problem-solving abilities
Payment Processing
Administrative Support
Strategic sales knowledge
Project management abilities
Professional telephone demeanor
Technical Support
Information Security
Know Your Customer
Customer Service
Investment Advisory
Bank Sales
Product Promotion
Consumer Banking
Products and Services Knowledge
New Account Setup
Due diligence
Cross-selling expertise
Secondary Cell Number
+267 72968209
Professional Bio
Miss Happy Molefi, holds vast and commendable experience in managerial positions since the inception of her professional career in 2015. She has maintained and developed administrative, financial, operations and procedural processes in managerial posts. Miss Molefi's track record of continuous improvement of overall operations and successfully driving company objectives in the following areas: offering great experience while providing good quality administrative support to clients, Upholding a good team spirit, deadline orientated and having the ability to organize and present complex solutions clearly and accurately using different presentation and demonstration of her skills.
Summary Of Competencies
- Time management
- Customer focus
- Drive for results
- Action oriented
- Written Communication skills
- Technological savvy
- Technical and functional skills
- Technical learning
- Management skills
- Managerial courage
- Supervisory skills
- Interpersonal skills
- Attention to detail
- Priority setting
- Self-development
- Listening skills
- Emotional intelligence
- Composure
- Building effective teams
- Ethics and values
- Integrity and trust
- Comfort around higher management
- Planning and organizing skills
References
- Gofaone Moncho, First national Bank Botswana, +267 723 038 59
- Mpho Mosojane, First National Bank Botswana, +267 731 001 15
- Mrs Joyce Kroner, Begonia Investments (Pty) Ltd, +267 753 431 14, jokrona@gmail.com
- Mr Tebogo Munyengwa, Genius Point Logistics, +267 71 685 709
- Khumo.K. Ntshabele, Ba Isago University, +267 745 672 32
- Kelebogile Makubaro, The Intrepid Group, +267 71 465 591
- Tebogo Bosa, Kagiso Senior Secondary School, +267 71 511 911
Timeline
CUSTOMER SERVICE CONSULTANT
FIRST NATIONAL BANK BOTSWANA
06.2023 - 12.2023
Certificate - CoP Long Term Insurance
Insurance Academy of Botswana
05.2023 - 08.2023
Certificate - CoP Short Term
Insurance Academy Botswana
11.2022 - 02.2023
Diploma - Business Management
Botswana Open University
08.2022 - Current
ADMINISTRATION ASSISTANT
FIRST NATIONAL BANK BOTSWANA
08.2022 - 01.2023
PRINCIPAL OFFICER
DEONTIC INSURANCE GROUP
04.2021 - 05.2022
CEO Personal Executive
Genius Point Logistics
01.2020 - 03.2021
Manager
Begonia Investments (Pty) Ltd
03.2015 - 11.2019
Administrative Assistant
Intrepid Group (Pty) Ltd
01.2015 - 03.2015
Diploma - Insurance
Ba Isago University
01.2013 - 06.2017