Sifundo Mbambo
Dynamic and results-driven financial services professional with 9 years of progressive experience in wealth management, campaign execution, and client advisory
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About
Dynamic and results-driven financial services professional with 9 years of progressive experience in wealth management, campaign execution, and client advisory. Proven ability to deliver innovative projects, optimize business performance, and enhance customer engagement through data-driven insights. Recognized for leadership in cross-functional collaboration, project ownership, and strategic execution.
Currently seeking a managerial or senior role in sales, service, or product management to leverage expertise in driving growth and operational excellence.
Experience
Campaign Analyst at FNB Wealth and Investments Solutions (2022-04 – Present)
- Manage and execute multi-channel campaigns, ensuring alignment with strategic business objectives.
- Configure Adobe Campaigns to drive customer engagement and sales.
- Collaborate with Dynamic Decisions, Data Analysts, and Product Teams to improve campaign performance.
- Provide pre- and post-campaign analysis, identifying optimization opportunities.
- Developed & launched Online Share Trading Trade Ideas campaign, delivering actionable insights bi-weekly.
- Initiated a Weekly Investment Podcast featuring market analysis with senior investment experts.
- Designed and implemented Onboarding Journeys for Wealth & Investments clients, boosting retention.
- Contributed to the FNB Investment Insight Portal content strategy.
- Led Global Tax Dividends Customer Claims initiative – recovering R290M (R154M to clients, R54M as bank revenue).
- Recognized as a WI Leading Light Champion for process ownership in communications.
Investment Advisor – Share Investing at FNB Wealth & Investments Solutions (2021-07 – 2022-04)
- Provided share investing advice, achieving consistent sales growth.
- Strengthened long-term client relationships through personalized service.
Investment Advisor – Cash Investments at FNB Contact Centre (2017 – 2021-07)
- Drove sales from product-house initiated leads.
- Migrated clients to optimized investment products.
- Ranked as a Top Sales Performer (2018).
Merchant Services Consultant – SSCC Banker Journey at FNB
Built foundational expertise in customer service, financial solutions, and operational processes.
Education
Advanced Diploma in Accounting Sciences – University of South Africa (2020)
National Diploma in Accounting – Durban University of Technology (2014)
Matric, National Senior Certificate – Centocow High School (2012)
