ITUMELENG DINTWA
GABORONE
Summary
Seasoned Financial Services Specialist with over 8 years of diverse experience in insurance, banking, sales, and customer service. Expertise in evaluating financial needs and providing tailored financial products has consistently driven growth in clientele and revenue streams. Holds an MBA in Investments and Portfolio Management, a BSc in Environmental and Geographical Sciences, and a Professional (BA) Hons Degree in Insurance. Professional journey includes impactful roles such as Sales and Service Officer at Access Bank, Financial Advisor at Brightside Insurance Brokers, and Wealth Manager at Botswana Life Insurance Limited. Committed to delivering exceptional financial advisory services while fostering long-term client relationships, complemented by strong teamwork, customer service, and problem-solving skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
ATTACHMENT - TRAINEE ACCOUNT EXECUTIVE
MINET BOTSWANA
GABORONE
06.2025 - Current
- EKYC Champion - Analysing KYC Documents, Ensuring Clients are KYC Compliant, Capturing clients on the EKYC System
- New Client Administration - Personal Motor and Commercial Lines: Doing Insurance Quotations, Verifying Documents, Capturing New Clients on eGlobal System.
- Policy check and dispensation
- Policy Reviews with Underwriters
- Risk Assessments and Policy Endorsements
- Following up on Debtors to ensure all Premiums are paid and Client Covers are up to date.
SALES AND SERVICE OFFICER
ACCESS BANK BOTSWANA
MAHALAPYE
10.2022 - 09.2024
- Originating new business opportunities to increase the bank’s client base.
- Retaining current business and fostering long-term relationships with clients.
- Identifying opportunities to cross-sell and upsell the bank’s products and services.
- Ensuring excellent customer service standards and resolving client issues promptly
- Achieving the Sales and Service Centre’s revenue, profitability, and customer service targets.
- Conducting market research to identify new trends and customer needs.
- Collaborating with team members to develop and implement sales strategies.
FINANCIAL ADVISOR
BRIGHTSIDE INSURANCE BROKERS
GABORONE
04.2021 - 09.2021
- Provide financial advisory services to clients of Botswana Life, Liberty Life, and Metropolitan Botswana.
- Selling long-term insurance products, including investment policies, retirement policies, funeral policies, and life covers.
- Conducting needs assessments to recommend suitable financial products.
- Build and maintain strong relationships with clients.
- Stay updated on industry trends and product developments.
- Assist clients with policy applications and claims processing.
- Participate in marketing and promotional activities to attract new clients.
WEALTH MANAGER
BOTSWANA LIFE INSURANCE LIMITED - AFFLUENT DIVISION
GABORONE
09.2017 - 04.2021
- Providing financial advisory services to affluent clients of Botswana Life.
- Selling insurance products, including investment policies, retirement policies, funeral policies, and life covers.
- Conducting financial planning sessions with clients to determine their needs and goals.
- Developing personalized financial strategies to help clients achieve their objectives.
- Monitoring and reviewing clients’ portfolios to ensure alignment with their goals.
- Coordinating with underwriters and other professionals to deliver comprehensive solutions.
- Organizing client events and seminars to educate clients on financial planning and investment options.
PRINCIPAL LECTURER
LIMKOKWING UNIVERSITY BOTSWANA - FACULTY OF BUSINESS AND GLOBALISATION
GABORONE
01.2017 - 01.2021
- Coordinator for the Management and Economics stream under the Faculty of Business and Globalization. Developing Curriculum, Setting Assessments and Supervising Lecturers.
- Lecturing various Business and Economics Modules.
- Developing curriculum to ensure content taught aligns with industry requirements and standards.
- Conducting Research and Contributing to Academic Publications.
- Assisting the University Management in running academic and administration activities
LECTURER
LIMKOKWING UNIVERSITY BOTSWANA - FACULTY OF BUSINESS AND GLOBALISATION
GABORONE
09.2013 - 12.2016
- Teach various modules in management, entrepreneurship, and economics.
- Designing and delivering engaging and interactive lectures and assessments.
- Providing academic support and guidance to students.
- Participating in curriculum development and review.
- Conducting research and contributing to academic knowledge.
- BQA Accredited as a Trainer and Assessor.
- Organizing workshops and seminars to enhance student learning.
ASSISTANT WASTE MANAGEMENT OFFICER
MINISTRY OF ENVIRONMENT, WILDLIFE AND TOURISM
GABORONE
07.2011 - 09.2013
- Assist in developing and implementing waste management policies and programs.
- Monitoring and evaluating waste management practices and compliance.
- Conducting environmental impact assessments and audits.
- Providing technical support and advice on waste management issues.
- Promoting public awareness and education on waste management.
- Collaborate with stakeholders to improve waste management systems.
- Participating in research and development projects related to waste management.
TRAINEE MANAGER
SEFALANA CASH AND CARRY LIMITED
07.2010 - 07.2011
- Assist in managing daily operations of the store.
- Providing excellent customer service and resolving customer complaints.
- Support in inventory management and stock control.
- Assist in staff training and development.
- Contribute to sales and marketing activities to drive business growth.
- Monitor and report on sales performance and financial metrics.
- Implement store policies and procedures to ensure efficient operations.
Education
Master of Business Administration - Investment and Portfolio Management Elective
Regent Business School
11.2011
Professional BA(Hons) Degree - Insurance
Botswana Accountancy College
10.2025
Certificate - Banking
Botswana Institute of Banking and Finance
06.2021
Certificate of Proficiency (COP) - Short Term Insurance
Insurance Academy of Botswana
10.2017
Certificate of Proficiency (COP) - Long Term Insurance
Insurance Academy of Botswana
07.2017
Post Graduate Certificate - Enterprise Risk Management
Botswana Accountancy College
06.2017
BSc Environmental and Geographical Sciences - Human Geography and Economics Specialisation
University of Cape Town
12.2007
Skills
- Client relationship management
- Insurance policy management
- Sales expertise
- Financial analysis
- KYC compliance management
- Market analysis
- Cross-selling expertise
- Verification of documentation
- Effective team engagement
- Effective client onboarding
- Risk assessment
- Analytical problem solving
- Collaborative underwriting
- Knowledge of financial markets
- Quantitative Analysis
- Business Strategy
- Premium Collection
- Revenue Growth
- Client Account Management
- Product Knowledge
- Policy advocacy
- Compliance Monitoring
- Human Geography Analysis
- Investment Portfolio Management
- Customer Retention
- GIS Mapping
- Economic Principles Application
- New Business Development
- Customer Service Excellence
- Client Relationship Building
- Sales Strategy Implementation
- EKYC Process Management
- Market Trend Analysis
- Critical Thinking
- Debt Follow-up
- Insurance Claims Processing
- Insurance Quotations
- Urban Development Insight
Certification
- Member of the Botswana Institute of Banking & Finance
- Associate Member of The Insurance Institute of South Africa (AIISA)
- Botswana Qualifications Authority(BQA) Accredited Trainer and Assessor
Languages
English
Native or Bilingual
Setswana
Native or Bilingual
Timeline
ATTACHMENT - TRAINEE ACCOUNT EXECUTIVE
MINET BOTSWANA
06.2025 - Current
SALES AND SERVICE OFFICER
ACCESS BANK BOTSWANA
10.2022 - 09.2024
FINANCIAL ADVISOR
BRIGHTSIDE INSURANCE BROKERS
04.2021 - 09.2021
WEALTH MANAGER
BOTSWANA LIFE INSURANCE LIMITED - AFFLUENT DIVISION
09.2017 - 04.2021
PRINCIPAL LECTURER
LIMKOKWING UNIVERSITY BOTSWANA - FACULTY OF BUSINESS AND GLOBALISATION
01.2017 - 01.2021
LECTURER
LIMKOKWING UNIVERSITY BOTSWANA - FACULTY OF BUSINESS AND GLOBALISATION
09.2013 - 12.2016
ASSISTANT WASTE MANAGEMENT OFFICER
MINISTRY OF ENVIRONMENT, WILDLIFE AND TOURISM
07.2011 - 09.2013
TRAINEE MANAGER
SEFALANA CASH AND CARRY LIMITED
07.2010 - 07.2011
Professional BA(Hons) Degree - Insurance
Botswana Accountancy College
Certificate - Banking
Botswana Institute of Banking and Finance
Certificate of Proficiency (COP) - Short Term Insurance
Insurance Academy of Botswana
Certificate of Proficiency (COP) - Long Term Insurance
Insurance Academy of Botswana
Post Graduate Certificate - Enterprise Risk Management
Botswana Accountancy College
BSc Environmental and Geographical Sciences - Human Geography and Economics Specialisation
University of Cape Town
Master of Business Administration - Investment and Portfolio Management Elective
Regent Business School
Hobbies
Reading, Traveling, Financial Planning, Networking, Volunteering, Cooking