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Mokhele L. — Senior Financial Services Branch Manager from South Africa

Mokhele L.

Senior Financial Services Branch Manager

South Africa No experience yet
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Languages
English
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About

Mokhele L. is an accomplished Branch Manager and account management professional with over 15 years of experience in the South African financial services industry, specializing in sales management, business development, and client service. Currently overseeing operations at Bayport Financial Services, he leads a large, multi-tiered sales team while ensuring profitability and efficient branch functioning. Mokhele’s previous roles include managing financial advisory teams and driving sales targets at Metropolitan, leading district-level teams and account management for Avbob Mutual Society, and supporting key clients with Old Mutual’s administration systems. He has also provided B-BBEE consulting and SMME support at Siyakha Implementation Partners. His background features extensive training, compliance, risk management, and relationship management. Mokhele holds a BCom degree in Business Management and is further certified in RE 5, facilitation, assessment, and moderation.

Experience

  • Branch Manager

    Bayport Financial Services · 2025 — Present
    Oversee daily operations and profitability of the branch while managing a team that includes 6 Sales Managers, 3 Interns, and additional support staff.
  • Branch Manager

    Metropolitan · 2023 — 2025
    Guide a team of Financial Advisors, focusing on worksite acquisition and management along with coaching, recruitment, and driving daily team activities.
  • District Manager

    AVBOB Mutual Society · 2019 — 2023
    Led a team of Sales Representatives while managing accounts in the Gauteng North region, including recruitment, training, and ensuring compliance.
  • Client Partner

    Siyakha Implementation Partners · 2018 — 2019
    Handled corporate sales, account management, SMME support, and business consulting initiatives.
  • Account Specialist

    Old Mutual · 2013 — 2017
    Served as the primary point of contact for funeral service providers, engaging in training, onboarding, and account management.
  • Direct Sales Executive / Channel Marketer

    OUTsurance · 2012 — 2013
    Focused on lead generation, account management, and overseeing Sales Consultants to enhance lead conversion.
  • Business Development Consultant

    Alexander Forbes · 2010 — 2012
    Promoted short-term insurance products through self-generated leads while conducting presentations and managing new business administration.
  • Broker Services Consultant & Myriad Specialist

    Momentum · 2006 — 2010
    Performed policy administration for clients and brokers, addressing various service requests.
  • Bulk Teller & Client Services Consultant

    ABSA Bank · 2003 — 2006
    Managed bulk cash transactions and provided general client servicing at the bank.

Skills & Expertise

Education

  • BCom (Hons) (Business Management)
    UNISA · — — 2026
  • BCom (Business Management)
    UNISA · — — 2009
  • National Diploma (Operations Management)
    UNIVERSITY OF JOHANNESBURG · — — 2005
  • Senior Certificate
    CALCULUS COLLEGE · — — 1997

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