L*****a

• Build strong, long-lasting relationships with clients founded on trust and integrity. • Build and maintain a wealth client portfolio. • Develop and execute strategic sales plan for capital specific products and to achieve revenue targets and increase market share within the assigned territory. • Collaborate with the sales and services teams in cash connect, card connect and Easy Pay Money Market divisions to make sure the alignment of strategies and initiatives • Provide tailored solutions to assist clients achieve their financial goals. • Stay abreast of industry trend, market conditions and conducting regular market research and competitor analysis to stay up to date with new business opportunities and innovative financial solutions and sales strategies. • Participating in networking events, conferences and trade shows to grow my promotional materials and campaigns that highlights the unique features and benefits of specific products. • Provide support to other territories as needed to ensure the successful implementation of capital specific products and services. • Maintain strict compliance with regulatory requirements and uphold the highest ethical standards. • Experience working with high net clients. • Worked with a system called LMS, CORE and EMS. • Access to verify. • Extensive regional travel. • Selling personal loans and insurance (VAPS) to new customers (Outbound). • Cold calling potential clients to promote and sell loan and insurance products. • Explain the product detail, and address inquiries to generate sales leads. • Strong communication and persuasion skills. • Achievement of sales targets and objectives. • Sales objection handling. • Knowledge of insurance processes, procedures and business rules advantageous. • Adhering to quality and compliance. • Building and maintaining good customer relations. • Good customer service. • Selling of disability cover, Life cover, income protection covers and Funeral Cover • Target driven. • Manage large amounts of outbound calls in a timely manner. • Understanding of sales processes and servicing industry. • Managing quality and benchmarks. • Using a dialler system. • Knowledge of financial services. • Willingness to work overtime to achieve targets. • Reinstate to new and existing customers (Outbound and Inbound). • Team Leader secondment for 6 months.

• Selling loans and insurance policies to new and existing customers (Outbound and Inbound) • Providing information, resolving issues, and offering solutions • Handling inquiries by phone, email or chat, ensuring a positive customer experience • Effective communication, problem solving and empathy • Team Leader secondment for 6 months • Customer Relationship Management involving strategies, practices, and technologies that businesses use to manage and analyse customer interactions throughout the customer lifecycle • My goal was to enhance customer satisfaction, improve retention, and drive sales by understanding and meeting customer needs • Using a CRM system to organise and streamline customer data, facilitating personalised interactions and informed decision making • Service delivery – the process of providing services to customers or clients in a manner that meets or exceed their expectations • It encompasses the entire service lifecycle, from initial contact to completion, ensuring efficiency, completion, ensuring efficiency, quality and customer satisfaction • Effective service delivery involves clear communication, timely execution and a focus on delivering value to the customer • Assisting customers with loan enquiries and disputes, settlement letters and existing accounts • Administrative Support • Insurance and Loans knowledge – .Understanding various insurance products, coverage types, and the principles underlying risk management, this included knowledge of policies such as life, health, auto, home, and commercial insurance • Understanding different types of loans, e.g. Personal loans, mortgages, business loans, interest rates, terms, and the application and approval processes. • It required compliance with regulations and effective communication to guide clients in making informed decisions • A broad understanding of various financial products and services offered by institutions, this includes banking, investment, insurance, and lending products • Needed expertise in areas such as financial planning, risk management, investment strategies, and regulatory compliance • Standard operating and compliance procedures • RCS Systems and products • Understand, follow and give instructions • Adhering to quality and compliance Building and maintaining good customer relations