A*****i

Financial advisor
R200000 / month
October 25, 1988

About Candidate

I am a results driven sales executive with over 10 years of experience in sales and customer services, within the financial services industry.my most recent position has provided me with financial advisory along with financial planning. Skilled at maintaining profitable and long lasting relationships with clients. Developing and achieving ambitious sales targets. I am Seeking to join your organization to assist with meeting your business goals and objectives and deliver all your key sales metrics.

Location

Education

N
National Diploma Banking 2010
University of Johannesburg

My major subjects is Accounting for bankers Law for bankers Banking

I
IT TECHNICAL SUPPORT NQF 4 2013
MICTSETA

Major subjects A+ N+ Operating systems

R
RE05 2016
Financial planning institution

Regulatory exam

M
Matric certificate 2006
Ndaedzo secondary schoool

Senior certificate with exemption

Work & Experience

F
Financial advisor 2021-03-01 - 2022-01-10
Sanlam Sky

Duties included financial advisory along with a financial planning in line with the customer value proposition and treating customers fairly framework. To work in allocated key accounts and allocated markets.To offer customer service to Sanlam clients.To arrange appointments with potential customers within Key Accounts and Allocated Markets.To update and inform customers and clients of our new products. To provide service and support to customers by finding out what their specific needs are.to identify potential customers,satisfying their needs/wants and retainining customers by rendering with integrity ,responsible and effective services of high quality

B
Branch Consultant Fais E
First national bank

duties includes offering front line service to customers,sales consultant, client Services, rendering financial advice, collections ,cash handling including processing customers financial transactions such as deposits ,withdrawals and electronic transfers, resolving customer queries on their accounts. To provide service and support to customers by finding out what their specific needs are. rendering with integrity ,responsible and effective services of high quality, act honestly,respectfully,transparently and in an accountable manner.

T
Technical support technician
National department of public works

to provide first level support to users. Issuing access to users and maintaining access Control system. Manage user accounts on active directory (reset and unlock passwords). Configuring and maintain email accounts. To provide Support and troubleshoot network, Hardware and software related problem. Hardware maintenance, Software and Hardware upgrade. Installing of new computers, connecting network and desktop Printer. Regular Updates with inventory requirement of devices and computers Track and Eliminate Virus infections, network support and monitoring. Work with Telephone Management Systems. To provide face to face,telephonic and remote support to clients,Resolve logged tickets according to the service level agreement

S
Sales assistant
Attitude designer kids emporium

meeting set sales target, replenishing and cleaning sales area, dealing with customer Complaints, monitoring and updating sales display area, handling customer payments, Price checking, issue cash refund, balance the amount of money received with total Sales record.

Awards

T
Top performing employee 2020/2021
Fnb top performing employee for year 2020/2021 and qualified for pipeline positions in management roles.
P
Pillar of insurance 2018
Fnb pillar of insurance award, and received a gift package from Insurance desk
S
Standard Bank Top Women in leadership 2021
Awarded a certificate of attendance for standard Bank Top Women in leadership conference
S
Student top achiever 2007
Selected as a student top achiever for uj 2007 and attended an economic briefing event