Open to opportunities

Pule Mokgohloa

@pulemokgohloa

Experienced financial services specialist driving client acquisition, retention, and revenue growth in banking and insurance.

South Africa

Message

What I'm looking for

I seek a client-focused role in banking/insurance where I can drive acquisition and retention, use CRM expertise, and grow revenue within a collaborative, compliance-driven team.

I am a results-driven financial services professional with 7+ years' experience across banking, insurance, and financial advisory environments, consistently meeting or exceeding sales and retention targets. I have a strong track record in client acquisition, cross-selling, upselling, CRM-driven relationship management, and regulatory compliance (FAIS, FICA), and have supported international customers including Australian clients.

I excel at analysing customer needs to deliver tailored financial and insurance solutions, optimising sales pipelines, and improving service processes to drive revenue growth and customer satisfaction. Collaborative and adaptable, I bring practical experience with multiple CRM platforms (Salesforce, Siebel, Zoho, HubSpot, Microsoft Dynamics) and a demonstrated ability to improve client retention and average revenue per client.

Experience

Work history, roles, and key accomplishments

Senior Service Consultant

Telesure Investment Holdings

Jan 2024 - Dec 2024 (11 months)

Identified upsell and cross-sell opportunities and drove policy growth while improving client retention through proactive relationship management and high-volume inbound/outbound insurance sales and service.

Insurance Sales Cross Selling CRM Customer Retention Policy Servicing Lead Generation & Compliance

New Business Sales Consultant

Discovery Limited

Oct 2020 - Dec 2022 (2 years 2 months)

Met and exceeded sales KPIs by converting inbound leads and cross-selling Discovery Bank products, building a structured sales pipeline and increasing customer acquisition and revenue.

Sales Pipeline Management Cross Selling Lead Conversion CRM Credit Products Customer Acquisition Sales Presentations

Senior Sales and Service Representative

First National Bank

Jun 2018 - Sep 2019 (1 year 3 months)

Assessed client needs to recommend financial products and increased digital channel adoption by educating clients on online and mobile banking, contributing to improved customer loyalty and retention.

Assessing Client Needs Retail Banking Digital Banking Customer Retention Sales

Personal Financial Advisor

Old Mutual

Jun 2017 - Mar 2018 (9 months)

Developed customised insurance and investment proposals, managed policy servicing and claims support, and increased average revenue per client through strategic cross-selling and relationship management.

Financial Advice Insurance Sales Investment Planning Policy Servicing Claims Management Cross Selling Regulatory Compliance

Financial Advisor (Graduate)

Sanlam

Jun 2016 - Jun 2017 (1 year)

Conducted client risk assessments and financial needs analyses to recommend insurance and investment products, built long-term client relationships, and delivered retirement planning solutions compliant with regulations.

Risk Assessment Financial Planning Insurance products Client Servicing Regulatory Compliance Retirement Planning Portfolio Growth Needs Analysis

Education

Degrees, certifications, and relevant coursework

Cornerstone Performance Solutions

NQF 5 Banking Certificate, Banking and Finance

2019 - 2019

Activities and societies: Participated in industry-relevant projects and case studies.

Completed an NQF 5 Banking Certificate with practical training in banking operations and coursework in financial management.

Ekurhuleni East College

NQF 5 Certificate, Financial Management

2015 - 2015

Activities and societies: Courses included Computerised Financial Systems, Financial Accounting, Cost and Management Accounting, and Management Communication.

Completed an NQF 5 Certificate in Financial Management covering computerized financial systems, financial accounting, and management communication.

Ekurhuleni East College

NQF 4 Certificate, Financial Management

2014 - 2014

Activities and societies: Courses included Computerised Financial Systems, Financial Accounting, Cost and Management Accounting, and Management Communication.

Completed an NQF 4 Certificate in Financial Management with coursework in accounting and management communication.