Financial Advisor High School
Resume:
TRACY NOBUHLE NXUMALO
Durban
***********@*****.***
PERSONAL DETAILS
Date of Birth : 30 July 1992
Identity Number : 920**********
Nationality : South African
Gender : Female
Marital Status : Single
Criminal Record : None
Home Language : IsiZulu
Other Languages : English, Xhosa & Swati
PERSONAL PROFILE
I’m an attentive person with excellent communication skills. A team player who is good at working with other colleagues in order to combine our individual efforts to present a united and stronger working force. I’m also organised and driven with the ability to stay on task, using effective and efficient methods in order to complete the task at hand.
QUALIFICATIONS
High School (Umbilo Secondary) : Matriculated
University Of South Africa : Adult Basic Education and Training (ABET)
WORK EXPERIENCE
Name of Company : Old Mutual
Occupation : Financial Advisor
Duration : 2015-2016
Financial Advisor
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance
Answer clients’ questions and address concerns
Give advice to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Conduct needs and affordability analysis to understand and enhance client’s financial wellness.
Name of Company : Mercedes Benz SA
Occupation : Roadside assistance agent
Duration : 2017 – 2019
Roadside assistance agent
AGENT Assists customers and respond to requests for emergency road service professionally with assurance and empathy Request the necessary information from member needing emergency road service and ensure a high degree of accuracy in entering data into an automated dispatch system; apply software programs to help in accurately mapping the location of the member and identifying tow destinations
Attend to members concerning arrival times, policies, products or services, and delays; ensure members’ requests and/or complaints are resolved to their satisfaction by applying problem-solving skills Identify and take advantage of opportunities to cross sell programs, including promotions, battery service, and memberships
Carry out other job-related tasks as may be directed by management.
Name of Company : Netstar
Occupation : Switchboard Operator
Duration : August 2021 – Feb 2022
Switchboard
Answer incoming calls, greeting callers, providing information, transferring calls, or taking messages as necessary.
Respond to inbound requests for information or directory services
Record messages, suggesting rewording for clarity or conciseness.
Self-monitor call times for adherence to efficiency goals
Name of Company : Netstar
Occupation : Bureau Administrator
Duration : March 2022 – Current
Bureau Administrator
• Administrator pulling ad-hock reports upon client request
• Assisting clients on vigil plus, Profleet and safe and sound apps
• Handling and following up on client queries
• Answering inbound calls for business accounts
• Update CRM changes on vehicles/units when needed
• Escalating queries to relevant departments using Oconnect email system
• Log software tickets and assign to support team
• Testing dormant units and logging cases for technical attendance
REFERENCES
Contact Person : Mr Mthethwa
Position : Manager
Company : Old Mutual
Contact Number : 039*******
Contact Person : Leonard Morabane
Position : Team Leader
Company : Mercedes Benz (Merchants)
Contact Number : 012*******
Contact Person : Nandi Mqadi
Position : Supervisor
Company : Netstar
Contact Number : 011******* / 084*******
Contact Person : Mohammed Randeree
Position : Supervisor
Company : Netstar
Contact Number : 011******* / 060*******
Contact this candidate