MARCUS PATRICK HAIN

* ********** ******,

Eldorado Park, Ext 4

1811

Cell: 084-***-**** 066-***-****

ad3hs2@r.postjobfree.com

Date of Birth: 12 September 1981

Id no: 811**********

Marital Status: Married

Sex: Male

Languages: English & Afrikaans

Nationality: South African

Race: Coloured

Dependents: 03

Drivers License: Code 08/ Equivalent

EDUCATIONAL QUALIFICATIONS

Kliprpsuit West Senior Secondary- Matric 2001

History (HG)

English (GH)

Business Economics (HG)

Afrikaans (HG)

Biology (HG)

TERTIARY EDUCATION

Description Institution

Regularity Exam Certificate RE (2012) Moonstone College COMPUTOR PACKAGES

• MS Word MS Excel, MS Powerpoint

• MS Access MS Outlook

WORK EXPERIENCE

Name of Company: CDA Solutions (October 2022- Current) Position: Virtual Desk Team Leader

Responsibilities:

• Subcontractinq and onboarding of new Advisors.

• Provide new business support for existing Advisors.

• Manage queries/complaints for Advisors.

• Distribute Hollard Marketing content to existing Advisors.

• Identify opportunities for existinq Advisors to market their book of clients.

• Support Advisor practices in relation to any Hollard Life Solutions initiatives and actively promote the features and benefits of Hollard products.

• Perform oversight on Advisors' sales in relation to Hollard Life Solutions governance framework and oversight requirements.

• Administer the contracting of new Advisors.

• Responsible for marketing the Hollard Life Solutions Select product ranqe to advisors.

• Actively promote Hollard Life Solutions products.

• Ensure that Advisors are kept up to date with all product enhancements and marketing campaiqns.

• Maintain weekly contact with all advisors either via a telephone call, WhatsApp, or email.

• Generate quotes as per Advisors requests and follow up regularly on quotes provided.

• Check new applications for completion and possible fraud.

• Manage the process of application to underwriters and underwriting requirements and assist in requesting medicals and/or a nurse where relevant.

• Work with the Tele-underwriting team where their services are required.

• Understand the Hollard digital process to support Advisors on this service when needed.

• Manage unpaids and potential lapses.

• Manage WhatsApp's and quotes and assist Advisors with upgrades or amendments to existinq policies.

• Understand the Virtual Desk Consultant metrics and consistently achievinq minimum metrics.

• Adherinq to CDA's policies and processes.

• Understandinq the CDA culture and behavinq in a manner that reflects the culture.

• On Boarding of New Advisors

• New Business Development initiatives and strategies

• New product Marketing and Upskilling if advisors

• Assist advisors to service clients in an optimal way.

• Administer the contracting of new advisors.

• Getting results through others.

• Team planning, prioritisation, and execution.

• Developing state of the art expertise through others.

• A mindset of "how can I motivate my team and make their work easier today?"

• Taking accountability for energising and making others successful- removing obstacles that inhibit team performance.

• Making other team members successful and serving others.

• Networking across groups.

• Building an effective team as its leader.

• Listening to the ideas of others and helping them implement these ideas.

• Compliance with policies, processes, and regulations by the team.

• Demonstrated respect for team members.

• Performance of team members reviewed regularly & formal performance reviews conducted.

• Feedback & recognition given & performance issues dealt with proactively.

• Coach subordinates, improve skill level levels & self & team achieved development objectives.

• Energised, engaged, consulted & communicated.

• Team consistently met monthly performance/ quality targets.

• Accurate reports consistently delivered by due date with meaningful reasons for performance, tactics to improve performance.

• Team consistently available to service their advisors. Reason for leaving: Career growth, Company Benefits Name of company: ILGSA (February 2022 to August)

Position: Team Leader (Sales) Selling of funeral and life cover for Old Mutual and 1Life

Summary of Responsibilities:

• Manage team of 10 agents

• Ensure team meet set targets

• Performance Coaching

• Call Assessments

• Generate New Business

• Source leads to team

Reason for leaving: Company is not financial stable and I am seeking stability Name of company: Esizwe Mbatha Holdings (Nov 2017 to Jan 2021) Position: Operations Consultant

Summary of Responsibilities:

• Day to day running of projects

• Quotation and invoicing of orders

• Client enquiries

• Stock control

• Site operation of projects on hand

Reason for leaving: Business is dormant due to this pandemic Summary of Responsibilities:

• Processing of Commercial policies and interacting directly with brokers

• General Admin duties

• Liaise with Clients with respect to changes in their policies

• Administer policies as per clients requests and desires Reason for leaving: Started a business at Esizwe Mbatha Holdings Name of company: Lucid Credit Solutions (Nov 2013 - Aug 2014) Position: Call Centre Agent

Summary of Responsibilities:

• Assisting customers with their credit scores

• General administration

• Client enquiries

• New business development

Reason for leaving: Career opportunity at Santam Insurance Name of Company: Absa Bank Jan 2012 –Oct 2013

Position: Platinum Banker

Summary of responsibilities:

• Proactively contact the portfolio of assigned customers to discuss their financial needs

• Sell the appropriate products to the customers ensuring that legal requirements are met

• Complete detailed assessments of client needs for banking products and other financial products

• Arrange with clients to sign security documentation required for new loans and ensure that documents are appropriately completed

• Interview clients who request new overdrafts and assist them to complete the required documentation

• Complete motivations for credit approval and follow up the process

• For clients requiring financial products explain product details, negotiate rates with the product area, validate customer information and assist clients to complete the required documentation

• Proactively sell alternative delivery channels to clients

• Capture application forms, issue PIN numbers and explain usage and fees

• Contact potential new customers and offer them packaged financial solutions based on an assessment of their needs

• Research the sales potential in the local area and contact potential new customers

• Actively attempt to attract new customers from the Black Middle Market

• Log and action general queries and complaints related to account opening or other requests from customers and respond directly to customers

• Take instructions from clients to link or de-link accounts to their internet banking or other profiles

• Log client request for stop payments

• Follow up with clients who have outstanding FICA documentation

• Log ad hoc requests from clients and advise the client of the fees involved and alternative processing options.

• Log ad hoc requests from clients and advise the client of the fees involved and alternative processing options

• Receive requests from customers for Home Owners Insurance

• Log and forward requests from customers for audit certificates or bank codes

• Action credit reports or listings, ensure that arrangements with customers are within the credit guidelines and that credit is informed of any special arrangements

• Score credit applications using the scoring system

• Analyse sales achieved against targets agreed on a daily basis for new and existing clients

• Act as backup for other Personal Bankers in the team in case of absence or during peak time.

Summary of Responsibilities:

• Address customer needs by providing appropriate banking advice and guidance

• Extend customer relationships to relevant parties to address customer needs

• Achieve contracted sales targets according to sub-segment objectives

• Act as a single point of reference to appropriately channel the customer

• Be accountable for end to end sales fulfilment

• Selectively acquire potentially profitable customers by converting qualified leads into a sale

• Retain, cross-sell and expand utilisation of products and services by converting qualified leads into sales

• Execute World Class Management Practices

• Identify sales gaps, implement and execute corrective action plans and identify external sales opportunities

• Build network relationships with internal and external stakeholders to ensure realisation of client’s needs

• Ensure effective implementation and support to national and localised sales campaigns

• Manage own career and personal development by ensuring product increase knowledge

• Form part of Buddy Teams and assist each other with leads

• Ensure compliance to the Bank policies and procedures

• Sign off and adhere to the applicable Sales and Service Standards

• Adhere to legislative requirements e.g. FAIS, Financial Intelligence Centre Act (FICA), Customer Acceptance Screening Application (CASA), Record of Advice (ROA), National Credit Act (NCA) etc.

• Adhere to Sales Audit requirements e.g. outstanding securities, completion of sales registers etc.

• Ensure fraud is detected e.g. employment documents etc.

• Ensure customer satisfaction by delivering exceptional customer service

• 2IC to Sales manager

Name of Company: Absa Bank March 2003- September 2003 Position: Sales Consultant (Call Centre)

Summary of Responsibilities:

• Telephone banking

• Customer service

Reason for leaving: Temporary / Contract

Name of Company: Occhiali for Sunglass July 2002- February 2003 Position: Sales Consultant/ Admin

Summary of Responsibilities:

• Customer service

• Invoicing

• Merchandising

• Stock control

• Transfer stock (electronic)

• Data capturing

• General administration

Reason for leaving: Career growth

References:

CDA Solutions

Kim Gallus (Manager)

010-***-****

ILGSA

Dalein Pieterse (HR manager)

073-***-****

Esizwe Mbatha Holdings Sebastian

(CEO of Business) 083*******

Santam Commercial Insurance

Lea-Anne Simmons (Team Leader)

011-***-**** or 084-***-****

Lucid Clear Credit

Werner Phillips (Team Leader) 010

590 5617

ABSA Bank

Boniswa Hadebe (Sales Manager)

Tel (011) 210 – 7000

ABSA Bank

Cathy Broweni (Team Leader) Tel 073

605 2187

Occhiali for Sunglasses

Clinton Lottor (Regional Manager) Tel (011)

784 9828

I’m not only motivated and dedicated but also confident that I will be able to deliver beyond expectation in any position. My confidence is emanating from the fact that I carry with me not only my experience but my self determination to succeed in all I set my mind to. I have and impeccable track record of service excellence because I handle all tasks with a sense of urgency

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