Andre Botha, Email & Phone Number

• In my role as a Mortgage Adviser I provide advice to clients on the best mortgage for their particular circumstance.Responsibilities:
• Consult with clients seeking to refinance and purchase property.
• Monitor Loans closely from initiating to closing to ensure an excellent drawdown rate.
• Watch my pipeline to track deals in progress.
• Ensure the collection of pertinent information to achieve maximum approval rate.
• Develop business by providing exceptional service to my clients

Auckland, New Zealand

I help Small Business owners who want to get on with growing their business, safe in the knowledge that they are getting the best possible deal from their bank and insurance company.When last have you had contact with your bank manager? How do you know that you are currently getting the best deal possible considering your business and its risk profile? I.

Auckland, New Zealand

I deliver on sales targets for BNZ Small Business Broker Sourced Business by monitoring and evaluating key performance metrics with the BNZ SME Broker Network, making recommendations on how performance can be improved as well as identifying opportunities for growth.

Bnz Small Business

My role is to ensure that every Small Business customer is provided with an exceptional customer experience in which their financial needs are addressed. I provide specialist SME start up knowledge to customers to support and grow their businesses. I draw on my experience within the Banking Industry to provide recommendations to customers and share my.

Auckland, New Zealand

• My responsibilities included:
• Identifying and establishing new business for Bank of New Zealand as well as focussing on securing and growing the Bank’s existing small and medium business customers.
• Submit lending proposals to the BNZ credit team for approval and overview.
• Ensuring that the Banks position is protected by implementing prudent risk management practices
• I identifying opportunities for continuous improvement by making suggestions to the Small Business Kaizen team.
• Illustrating leadership by providing sharing best practice with the team in terms of sales methodology and management of daily workload.

• My responsibilities included:
• Manage and lead all day to day business operations, sales and financial performance.
• Supervise all HR aspects for up to seven staff including recruitment, rostering, health and safety and individual / team performance.
• Ensure all staff provide a friendly, courteous and helpful approach when dealing with all customers and suppliers.
• Manage costing and retail pricing to ensure solid profits at competitive prices.
• Coordinate budget planning and management as well as order from suppliers.

Johannesburg Area, South Africa

• My responsibilities included:
• Discuss financial positions and goals with clients and provide advice on investment opportunities.
• Structure investments for clients with regards to local and global equities, bonds and money market investments and Pension and Provident fund planning.
• Establish and maintain strong quality relationships with customers and gain their trust and respect.

Isle Of Man, United Kingdom

• My responsibilities included:
• Provide support to the Treasury Department of an international packaging group.
• Lead and provide key input into a wide range of key business projects including:  Feasibility study for Export Agency Business Treasury Policy preparation Disaster Recovery Policy preparation Foreign exchange.

Johannesburg Area, South Africa

• My responsibilities included:Pension Fund:
• Advise Fund Trustees on the domestic and global equity portfolio strategy and formulate and maintain the investment philosophy of the Fund.
• Liaise with analysts and strategists of major stockbroker firms for primary research.
• Manage the Fund’s exposure to global equity portfolios, requiring extensive liaison with investment consultants and global equity managers.
• Develop criteria for investment in a global equity portfolio. Treasury Department:
• Oversee treasury functions within the Sasol Group, including daily investment of Sasol Group cash flows.

Johannesburg Area, South Africa

• My responsibilities included:
• Analyse all major companies listed on the South African Equity Market. This required extensive liaison with major stockbroker firms and the Top Management of various listed companies.
• Evaluate the influence of world economic tendencies on the South African economy.
• Assess the influence of the South African monetary and fiscal policy on the growth prospects of major companies listed on the JSE.
• Present findings and recommendations for Board approval.

M.Com (Business Management), Business/Commerce, General

Education record