Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Work Background
The Kobus Neethling Institute South AfricaNBI (Neethling Brain Instruments) Practitioner (Self Employed)
Jan. 2023Jeffreys Bay, Eastern Cape, South AfricaGive guidance regarding thinking preferences for adults and children.
Applying the Neethling Brain Instruments to individuals, groups, teams, and classrooms.
Internationally accredited specialist creativity coach helping others creatively deal with their challenges.
Brain profiling services for individuals. Brain profiling for the following applications (among others):
Business Relationship profiles
Creativity Style profile
Cricket, Golf, Netball, Rugby, Tennis & Touch Rugby Skills Assessment profiles
Netball Umpire, Rugby & Soccer Referee profiles
Job & Desired Job profiles
Leadership Style profile
Learning Style, Student, Snr Student & Teacher profiles
Whole Brain feedback
Life Coaching & Meditation
21 Day Mindfulness & Meditation Challenge
Mindfulness coarse for individuals and groups
Meditation Coach
Assisting individuals and groups through mediation to achieve mindful awareness and solve emotional problems.
Absa GroupRelationship Executive
Dec. 2014 - Dec. 2022Humansdorp, Eastern Cape, South AfricaRelationship, Sales, and Service
Own the primary relationship with the client by being the clients main contact point for all business banking requirements, to ensure that the portfolio is serviced appropriately.
Secure new business and /sales by head hunting new business from current and prospective clients.
Attend regular meetings & ad hoc meetings when required with existing, new and target clients to monitor changing circumstances, client management plans and or opportunities.
Sell solutions using a diagnostic approach and by using an in-depth understanding of client needs and/or industry to form a holistic view of the client’s business.
Create and maintain an annual Client Management Plan, including input form product/sector specialists and credit analysts, driving a consistent marketing and sales approach, across the portfolios.
Risk Assessment
Manage portfolio of clients from a business and risk perspective to ensure the banks risk is minimised.
Ensure transparency and open dialogue between credit and the client by communicating the client’s requirements and giving feedback on the banks position regarding these requirements.
Submit applications to credit by completing comprehensive, high quality call reports.
Take ultimate ownership of the portfolio's risk management by ensuring a good understanding of both the Bank's and the clients regulatory and compliance environments.
Competencies
Deciding and initiating action
Strategy Development
Entrepreneurial and commercial thinking
Relating and networking
Adapting and responding to change
Persuading and influencing
Creating and innovating
General Motors (Simpson Motors) DealershipsGroup Financial Manager
Feb. 2010 - Nov. 2014Tzaneen, Limpopo, South AfricaFinancial management and control of two dealerships including stock and credit control, staff management as well as cash flow management, expenditure, and budgeting.
Received nomination for Financial Honours from General Motors for 2012 & 2013.
Responsible for the accounts department which includes Sales Ledger (Debtors), Purchase Ledger (Creditors), Vehicle Stock books, Nominal Ledger (General Ledger) and Assets.
Liaison with auditors, banks, and other companies on behalf of the company.
In-charge of daily accounting and controlling.
Consolidation and preparation of management information and the monthly, quarterly, and yearly management accounts.
Preparation of the financial accounts up to balance sheet and the income statement.
Preparation and submission of VAT201, EMP201, EMP501 (on SARS e@syfile) and UIF returns.
Analysis of the trial balance and reconciliation.
Supervision of branch and corporate accounts
Controlling the budget
Strategic planning and budgeting
Dealing with direct and indirect tax issues
Negotiating with banks and financial institutions for loans
All banking related responsibilities such as creditor payments, reconciliations, limit negotiations and wholesale vehicle finance (floor plan) management.
Management of risk related issues including insurance.
Human Resource management and development.
Vox Telecoms Dealer (includes @lantic dealership)Owner
Dec. 2007 - Jan. 2010Jeffreys Bay, Eastern Cape, South AfricaTotal management of all aspects regarding sales, stock and credit control, staff management as well as expenditure and target management.
Business Consultancy | Individual Tax submissions | SARS Payroll | VAT Submissions | SARS Negotiations
Blue Financial ServicesProvincial Manager
Apr. 2007 - Nov. 2007Pretoria, Gauteng, South AfricaTotal management of all aspects regarding sales, credit control, staff management as well as expenditure and target management.
Managing 8 regional managers and 31 branches.
Future FinanceRegional Manager
Apr. 2002 - Mar. 2007Port Elizabeth, Eastern Cape, South AfricaTotal management of all aspects regarding sales, credit control, staff management as well as expenditure and target management.
BoE BankCommercial Banker
Jan. 1999 - Jan. 2002Nelspruit, Mpumalanga, South AfricaCredit management and facility reviews of commercial account holders.
Structuring and submission of credit applications for relationship clients.
Sourcing of new business and new deal structuring.
Commercial Property Finance.
Structured Finance
Absa Provincial Head Office MpumalangaCredit Manager
Jan. 1998 - Jan. 1999Nelspruit, Mpumalanga, South AfricaReviewing, structuring, approval and recommending credit applications within mandate of total credit exposure of R1m.
Absa Provincial Head Office MpumalangaArea Sales Manager
Jan. 1998 - Jan. 1999Nelspruit, Mpumalanga, South AfricaManaged resources and support for sales, monitoring sales results and targets, implemented projects and plans for target achievement, responsible for 11 branches of Absa Mpumalanga Province.
Introduced and provided training in the Complete Sales Action System for all Sales Managers in the branches of Absa Mpumalanga Province.
Sourcing of new business and new deal structuring.
Commercial Property Finance.
Structured Finance
Public Sector Finance
Absa Provincial Head Office Northern Province and VolkskasBusiness Services Manager
Jan. 1996 - Jan. 1998Structuring and submission of credit applications for relationship clients.
Sourcing of new business and new deal structuring.
Commercial Property Finance.
Structured Finance.
Trust Bank & Allied Bank PietersburgCredit Portfolio Manager
Jan. 1994 - Jan. 1996Polokwane, Limpopo, South AfricaReviewing and approval of credit applications.
Debtors control
Intch is a Professional Networking App for the Future of WorkSee more people like Charl on Intch
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
265970 people
23
Project Manager
18
Head of onboarding and servicing @ Top 4 South African bank
16
Senior Investment Officer @ Mamadi and Company
13067 people
31
Financial/Business Manager @ Automotive group
15
Data Analytics @ Data Fundi
28
Chief Investment Officer @ Self Employed