Welcome Sipamandla Mbotshelwa
Product Specialist (DFM Specialist)
Cape Town
Summary
Dynamic and results-driven Product Specialist with a strong foundation in problem-solving and technical expertise. Proven ability to thrive in fast-paced, customer-centric environments, focusing on product management and enhancing customer satisfaction. Adept at analyzing market trends, communicating effectively, and supporting cross-functional teams to drive innovation and deliver impactful solutions. Eager to transition into a new field, leveraging analytical skills and collaborative strengths to contribute to exciting opportunities and achieve business objectives.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Product Specialist
Old Mutual Wealth
08.2024 - Current
- Manages an institutional client account of various Discretionary Fund Managers (DFM)
- Undertakes market/ competitor/customer-focused research.
- Develop and test/prototype concept product propositions.
- Evaluate concept feasibility and iterate refinements.
- Co-develops the product Client Value Proposition
- Co-ordinate with stakeholders to undertake and implement the product build phase.
- Contributes to undertaking the functions of rendering specialist product support, management of the book; product enhancements; and product
Customer Relationship Manager
OMiX Customer COE | Old Mutual Limited
05.2017 - 07.2024
- Responsible for resolving technical and complex advice-related queries, escalations, and complaints while maintaining relationships between clients/intermediaries and Old Mutual.
- Championed a customer-centric culture within the organization, leading by example through empathetic engagement with complainants and proactive problem-solving abilities.
- Participated in quality assurance audits, reviewing complaint files for compliance with company policies and regulatory requirements.
- Shared insights gleaned from escalated complaints with relevant departments, fostering a collaborative approach to continuous improvement efforts across the organization.
- Conducted root cause analysis of recurrent complaints, developing targeted strategies to prevent future occurrences.
- Presented analytical findings to executive leadership, influencing key decisions based on quantitative evidence.
Senior Administrator
Old Mutual Limited
07.2015 - 04.2017
- Processing and coding all new business applications of Old Mutual (Greenlight, Max Investment, and Max Income).
- Identified areas for process improvement, leading to enhanced productivity and reduced turnaround time.
- Reduced errors in captured data by implementing thorough quality control measures and checks.
- Collaborated with team members on data validation, derived key insights, coordinated, and prioritized tasks and communicated updates about fixes.
Sales Support Administrator
Old Mutual Limited
03.2013 - 05.2015
- Responsible for capturing and processing all DFA sales for new business submissions
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Facilitated smooth communication between sales executives and clients, ensuring timely responses to queries
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into the best remedy
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience
Education
Advance Diploma in Financial Planning - Law
University of Free State
Free State10-2025
Business Communication - Business Communications
Wits University (Digital Campus)
Gauteng07-2023
Project Management - Project Management
Faculty Training Institute (FTI)
Cape Town06-2021
Bachelor of Commerce - Management Information Systems
University of The Western Cape
Cape Town05-2021
Wealth Management Level 4 - Financial Planning
African Resource Training Group
Cape Town03-2014
National Senior Certificate (Grade 12) - Commerce
I.D Mkhize High School
Skills
Customer engagement
Teamwork and collaboration
Effective communication
Decision-making
Multitasking Abilities
Relationship building
Problem-solving aptitude
Personal Information
Accomplishments
- Supervised team of 5 staff members (secondment)
- 2023 and 2024 Old Mutual Brand Ambassador
Additional Information
- Jason Ribeiro (Product Owner) - 079 495 5234
- Vuyani Ntantiso (Technical Specialist) - 071 388 0506
- Zita Wicht (Technical Team Leader) - 084 401 0510
- Tracy-Ann Pretorius (DFM Specialist) - 071 675 1105
Timeline
Product Specialist
Old Mutual Wealth
08.2024 - Current
Customer Relationship Manager
OMiX Customer COE | Old Mutual Limited
05.2017 - 07.2024
Senior Administrator
Old Mutual Limited
07.2015 - 04.2017
Sales Support Administrator
Old Mutual Limited
03.2013 - 05.2015
National Senior Certificate (Grade 12) - Commerce
I.D Mkhize High School
Advance Diploma in Financial Planning - Law
University of Free State
Business Communication - Business Communications
Wits University (Digital Campus)
Project Management - Project Management
Faculty Training Institute (FTI)
Bachelor of Commerce - Management Information Systems
University of The Western Cape
Wealth Management Level 4 - Financial Planning
African Resource Training Group
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