  |
 |
|
About Chris: Resumé Chris Loker has a
Bachelor of Business Science from UCT, is a FILPA, and has a Diploma in
Financial Markets & Instruments, as well as CFA 1.
Previously
Investec's Head of Retail Bank (Europe) and COO of Internet bank 20Twenty, he
now consults to financial services companies on planning (including using
technology as an enabler), general business strategy, marketing and customer
experience. He has recently also devised a stress-management programme using a
blend of ancient and modern techniques to deliver tools with immediate and
long-term benefits.
He has extensive experience in Internet banking,
retail treasury, cards, online broking, call centres and investment products.
Chris is the founder of Moksha Yoga Enterprises, practising yoga
regularly as well as road-running.
Chris Loker in the news:
Beating
the stress bug - Health24, 6 December 2005
Yoga
helps you think, sleep, wake and eat better - Agenda, 27 July 2005
Yoga works
for back pain - Health24, Thursday, November 25, 2004
Who is the yoga expert? - Health24
Yoga
chic - Sunday Times, 09 Mar 2003
Investec backs its
'no' to discount on direct sales - Sunday Times Business Times
Investec first
to launch online personal financial management - PR Newswire, Saturday 15
April 2000
Investec and
Intuit Services Europe in joint agreement- PR Newswire, Tuesday 7 March
2000
About Chris: CV Personal
Information
Surname: Loker
Names: Christopher Michael
Date
of Birth: 13 March 1968
Languages: English, Afrikaans
Telephone
numbers: +27 (0) 82 607 0727 (mobile) +27(0) 21 434 8742 (home)
Qualifications
Maritzburg College 1981 - 1985. Matric-
A-aggregate - 3 Distinctions
University of Cape Town 1986 - 1989. Bachelor
of Business Science (Honours in Marketing) - 2 Distinctions - Deans Merit
list
Rand Afrikaans University 1998. Diploma in Financial Markets and
Instruments
University of the Orange Free State 1999. Fellow of the
Institute of Life and Pension Advisors - Prize winner
Chartered Financial
Planner
Chartered Financial Analyst 1 (AIMR)
Employment
History
Self Employed
Period: February
2002 - Present
Nature of business: Established Moksha Yoga Enterprises
(www.moksha.biz) from conception to delivery as well as developed a
stress-management programme for corporations. Partner in herbal tea business,
as well as consultant to a variety of organisations from an Empowerment Private
Equity Fund to technology providers. Consulting and business broking services
are provided on an ad hoc basis but occasionally contract periods have been
extended.
20twenty Financial Services
Nature of
Business: Internet Bank
Title: Chief Operating Officer
Period: July
2001 - January 2002.
Responsibilities: Day-to-day running of the business
across all functional areas including managing the lead team. Interaction and
liaison with shareholders and banking partner as well as overall budgetary and
risk control responsibility.
Reports to: Chief Executive Officer
Team:
129 staff members
Self Employed
Period:
November 2000 - June 2001
Nature of business: Consulted to 3 UK and South
African companies, which included doing workshops and presentations in Europe.
Areas of consulting included business strategy, marketing strategy and
technology. In addition I set up my own company in the UK for the purposes of
marketing retail financial services together with partner companies and a
banking partner.
Investec Group
Nature of
business: International Investment and Private Banking
Title (when
leaving): Head of Retail Banking - Europe
Period: January 1995 - October
2000
Responsibilities: Ran the banking operation for emerging affluent UK
residents with the aim of expanding into Europe. The business covered the
following areas: 1) E-Commerce and alternative distribution channels
incorporating account aggregation 2) Retail Deposits (£600 million book)
3) Current account (£100 million book) 4) Call Center establishment and
running 5) Developing online execution only stockbroking as well as a fund
supermarket and 6) Management of an aquired consolidated mortgage/current and
credit card account business. Prior to this spent 2,5 years at Investec South
Africa consolidating 13 call centres and establishing a Direct Business which
markets a range of deposit, investment, banking and lending products (96 in
all) to clients. In addition responsible for the Retail Treasury, Private Bank
Middle Office, Online Stockbroking and the retail E-Commerce initiative. This
in all entailed over 100 staff and R10 billion worth of assets under
management. Initially joined Investec as the Marketing Manager of Unit Trusts
before establishing a new business unit marketing investment products to
Financial Advisors. This business was merged with Investec IMS which sold unit
trust linked products via IFA's and assumed responsibility for Distribution for
the merged operation. During my time at Investec as a senior manager I sat on a
variety of forums, management teams, strategy groups as well as presented on a
number of occasions to executive boards and committees. Reports to: Chief
Operating Officer of Investec Bank (UK)
Team: 32 staff members
Consolidated Fund Managers
Nature of business: Unit Trust
Portfolio Management Company
Title: National Marketing Manager
Period: July 1993 - December 1994
Responsibilities : Marketing strategy
Business development Investment Committee member Overall company management
including chairing of staff meetings
Reports to: MD Team: 8 staff members
Moving Media
Nature of business: Outdoor
Advertising, Signage and Promotions
Title: Regional Manager - Gauteng
Period: August 1991 - June 1993
Responsibilities : Co-ordination of
regional activities National Marketing and PR Development of a new division,
Visual Advantages, which introduced a new signage product to S.A.
Reports
to: MD
Team: 15 staff members
AIESEC
Nature of business: International Student Association
Title: National Vice
President
Period: January 1990 - January 1991
Responsibilities:
Conferences and publications International conferences representation Small
Business Development Programme Marketing, PR as well as training, motivation
and co-ordination.
Reports to: National President
Other
Co-founder of a Unit Trust Internet Company in 1996 (sold 1999). Conference
speaker. Various sport achievements and activities.
|
|
|