Marius Daniel Opperman Email & Phone Number

Cape Town, Western Cape, South Africa

Risk Advisory Services are meant to help a business or organization understand the risks it faces and minimize such risks.

Core Overview:Manages and grows own portfolio of clients in a sustainable, profitable and ethical manner. Services portfolios of single investor clients, pools of investors (employer groups) and commercial institutions (insurance companies). Performs holistic financial planning, including investment portfolios, life, medical insurance and retirement planning for specific clients assigned to portfolio.Exhibits superior relationship and management skills in order to deal with clients and providers effectively.Applies advanced knowledge of short-term insurance solutions, industry and market expertise.Analyses and compares insurers’ quotes and policy documents.Utilises networking abilities to generate sustainable, profitable growth of portfolio while treating clients fairly.Key Roles & Accountabilities:Develops new business and maintains existing business, while building lasting relationships with clients.Grows business revenue from existing clients by reviewing and augmenting portfolios.Meets with new clients to perform full financial needs analysis, uncovering gaps to generate new business.Generates new business by referrals and “cross-selling” for different entities within Origin group, i.e. Trust, Wills, Tax and Accounting and Short-term Insurance.Oversees and manages quotations, policy activations, amendments and claims.Prepares and presents proposals to potential clients, and closes on leads.Performs annual reviews / renewals for all existing clients.Attends to client requests in a timely fashion.Develops and maintains relationships with critical key account clients.Nurtures excellent relationships with markets / product providers.Understands and remains current on changes in client’s situations / needs (short- and long-term financial objectives and risk tolerance).Please note, further details available upon request (Comprehensive CV)

Western Cape, South Africa

Key Roles & Accountabilities:Headed up and drove Sales Distribution Channel for Western Cape Province by formulating customer, sales and staffing strategies, ensuring effective implementation and appropriate support in line with business objectives and market expectations. Ensured that all sales targets were met, marketing and sales administration activities aligned to business strategy, and risk and cost elements understood and managed effectively.Responsible for Division and Team in the province; developed Sales Management Infrastructure and delivered key related strategies; set, drove and achieved sales targets. Managed market development and identifed key business opportunities in the province, building good relationships with clients and maintaining a strong presence within the market. Structured and / or developed solutions, providing reliable and ongoing sales advice.Established formal synergies to facilitate and optimise sales and service delivery. Supported Liberty Group joint venture, strengthening internal and external stakeholder relationships. Maintained good working relationships with Suppliers, Product Owners, Stakeholders and Regulatory Bodies. Handled business processing efficiency through strategic oversight of back-office platforms and procedures. Controlled budgeting, profitability, cost management and income generation. Provided consistent Risk and Compliance Management to ensure success of function and business. Managed Human Resources through KRA’s, clear goals and performance management.

Gauteng

Key Roles & Accountabilities:Implemented and executed Business Banking and Private Banking Wealth value proposition in Gauteng through SBFC Channel. Implemented and managed integrated sales and fee income-tracking system. Identified business opportunities in the province and devised plans to develop market. Attracted and retained entrepreneurial top-performing Advisors. Guided, enabled and facilitated Consultants to reach their potential and next best level | Trained and inspired Consultants to actively grow and develop | Facilitated ongoing learning and upskilling. Ensured all sales meetings were effective and value adding. Maintained visible and active presence in the market, and good working relationships with Suppliers, Product Providers, Product Owners and Stakeholders. Resolved customer complaints in a satisfactory manner. Supported Liberty Group joint venture. Liaised with back-office sales support platform. Monitored income generation and costs ensuring sales, service and pricing / fee income tactics were adjusted to remain competitive and to secure increasing market share. Drew up budget proposals for the province for SBFC and Group Financial approval. Acted as Product Liaison, supporting and training ILRO (Investment Linked Repayment Option – Debt Redemption) product offering nationally within SBFC | Ensured compliance within regulations and legislation. Clarified structures and roles, ensuring clear KRA’s, goals and targets.Key Awards: Platinum Membership (2005 – 2009 & 2011) | Directors Challenge (2007)

Sandton

Key Roles & Accountabilities:Recruited, trained, managed and motivated team of Financial Advisors in branches and of Financial Planners, through creating an environment for ongoing stimulation. Ensured conclusion of sales meetings that grew and improved sales. Built sound investor relationships across all levels. Developed and strengthened relationships with core team of Financial Advisors and branch staff | Led, co-coordinated and motivated Financial Advisors via hands-on management at strategic and operational levels. Assumed responsibility for entire Liberty Group joint venture budget and all activities. Coordinated seamless communication infrastructure between Financial Advisors, clients / investors and bank / branch staff. Coordinated incentive campaigns and launches, as well as marketing drives. Ensured greater bank strategy and financial advice relationships were enhanced and all targets met.Key Award: Platinum Membership (2003 – 2004)

Pretoria Area, South Africa

Key Roles & Accountabilities:Controlled sales activities by establishing good working relationships with Absa Assurance Brokers and Independent Financial Advisors to generate business for AIMS.Recruited, coached and trained Broker Consultant Sales Force in regions via performance management. Encouraged third party sales by assisting customers with technical issues. Kept abreast of market innovation from competitors | Demonstrated sound knowledge of AIMS and financial service industry (Unit Trust Industry, Life Offices, Treasury, and Regulatory Framework). Evaluated and implemented changes to products and systems. Managed Marketing and Sales Budget to achieve prescribed targets set. Built positive image of AIMS within financial community and Absa Group. Maximised and built brand awareness through various marketing activities, including media relationships. Key Award: Absa Chairman’s Award (2000)

Pretoria Area, South Africa

Responsible and headed up client relationship management. | Responsible for the introduction, implantation and running of an outbound telemarketing centre in Centurion Pretoria and Cape Town | Ongoing liaison with inbound and outbound centre's | Responsible for the policy holder committee's and relationship programmes | Regional sales reporting to all sales branches and upgrading the policy holder and intermediary databases.Key Award: Momentum WOW Award ‘One of the Top 100 Employees’ (1998 / 1999)

Key Award: Momentum Image Award (1995)

Johannesburg Area, South Africa

Johannesburg Area, South Africa

Key Awards: Top Branch Manager (1991) | Crusader Chairman’s Award (1990)­

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Advanced Post-Graduate Diploma In Financial Planning

Cfp - Post Graduate Diploma In Financial Planning, Financial Planning And Services

Bachelor Of Commerce Degree In Marketing & Sales Management

Post-Graduate Certificate In Advanced Taxation

National Higher Diploma In Marketing & Sales Management

Ilpa Fellowship, Insurance

National Diploma In Marketing & Sales Management

Senior Certificate / Matric