Daniel Mabaso

Analytical. Innovative. Driven. Risk management and banking professional with industry experience. A stable track record across different facets of administration with strong ability and willingness to learn rapidly.

Personal Financial Advisor - Old Mutual - South Africa

(2022-02)

• Prospecting of new clients and revisiting existing ones
• Perform Financial Needs Analysis
• Upselling of Life Cover and Living Benefits (Disability, Dread Diseases and Retrenchment)
• Cross selling of funeral cover and short and long term investment
• Amend policies and communicate via different platforms

Financial Administration - Integrated Processing Solution

(2009-03 - 2021-01)

• Debiting and crediting of accounts (BDS System)
• Investigating Unpaid reason to debit the beneficiary
• Tracing accounts
• Releasing and putting holds for clients who requested special clearances on cheques
• Compile the report and liaise with clients regarding the status of the cheque
• Handling customer queries
• Perform daily recons
• Prepare spreadsheet to the follow up outstanding special clearance with agent banks such as ABSA, FNB, Nedbank, HBZ, Habib Overseas and Bank of Athens
• Prepare comprehensive monthly stats report for the department

Cash Focus Assistant - ABSA Towers

(2008-01 - 2009-02)

Electronic Banking System

• Resetting and resuming passwords for clients to access online transactions
• Verifying signatures for clients
• Send a list of documents and mail statements to clients
• Documenting and perform admin duties

Admin Assistant - Agility Fairs and Events

(2008-01 - 2009-02)

• Creating job profiles for the client
• Capturing of Invoices
• Issue debit notes and credit notes
• General office support and administration

Bachelor of Business and Administration Degree - CIDA CITY CAMPUS (2002 - 2006)

Matric - Retshedisitswe Senior Secondary School (2001)