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Financial Advisor High School

Location:
Durban, KwaZulu-Natal, South Africa
Salary:
9000
Posted:
November 02, 2023

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Resume:

TRACY NOBUHLE NXUMALO

**** **** **** ********

Durban

061*******

ad0sxh@r.postjobfree.com

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*******



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