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D Tshiunza


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D Tshiunza

Portfolio Manager at Mutual & Federal

Born in JHB South Africa

Ambitious, goal driven and keen to learn

Web presence

Professional details

Previous Position(s)

Portfolio Manager | MUTUAL & FEDERAL
2013 - 2014

Accounting, Banking and Finance

•Build and maintain sustainable relationships with intermediaries and business partners
•Obtain and retain business through negotiation on quotations, rates and renewals
•Sign off 3rd party system schedules where applicable
•Deciding on financial transactions within mandate. – discounts, rates, accepting profitable and sustainable business.
•Managing multi claimants, signing off closing documentation and reporting of monthly stats. Compliance with underwriting guidelines, mandates, and company retention limits
•Focusing on business retention and profitability management, ensuring organic growth after business is obtained

Business Development Consultant | MUTUAL & FEDERAL
2007 - 2013

Accounting, Banking and Finance

•Managing a portfolio of Brokers and reaching growth and loss ratio targets.
•Broker relationship building and Marketing of Mutual & Federal products.
•Acquire and retain profitable business and ensure growth of business, maintaining underwriting standards. New business maintenance, agreed administrative roles.
•Collaborating and keeping the broker well informed of products and their various advantages and benefits, educating client about claims processes and procedures.

Receptionist/PA | Leaders Unlimited
2005 - 2006

Human Resources and Recruitment

•Answering the switchboard, taking messages, meeting and greeting clients and visitors in a professional manner and reporting arrival to relevant Directors and Consultants.
•Managing couriers coming in and going out, monitoring staff and clients parking access. Assisting with typing, compiling client and candidate profiles for data capture.
•Co-ordinating and maintaining staff information. Performing a variety of internet researches for Consultants, compiling marketing lists and general admin support. Handling advertising responses.
•Assisting with junior research assignments and tasks for senior researchers and consultants.

Credit Vetting Administrator | Cell C
2005 - 2005

ICT and Telecommunications

•General office support including faxes, emails and order placements.
•Receiving contract applications from Cell C branches and registered dealers, handling quick activations and credit checks. Liaising with service providers. Filing approved and declined applications.
•Managing and monitoring stationery supplies and data capturing on a daily basis.

Business Management Trainee | SMME Advisory & Training Services cc
2004 - 2005

Accounting, Banking and Finance

•Basic business administration, typing and maintaining filing systems, taking minutes and agenda management.
•Completing course portfolio and logbook.

20/04 – 30/06/2004
Rietspruit Mine Training Centre

Position Held: Project Management Intern
Responsibilities included:
•Establising strategies in managing and co-ordinating Rietspruit Mine Projects

Educational history



2011 - 2011


University of South Africa

2009 - 2015

Higher Certificate - IISA - Insurance

University of South Africa

2007 - 2008

Certificate in Short term Insurance - Insurance

Tshwane University of Technology

National diploma - Marketing Management - Marketing

Witbank High School

National Senior certificate

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