Financial Services Advisor
Resume:
Contact
Education
Phone
ad5wnb@r.postjobfree.com
Centurion
Address
Nosipho Mngxati
I am an experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Short & long-term Investments, Personal and Commercial line, Life Covers, Funeral Covers, Risk Covers, Wealth Management, Microsoft Office, Customer Service, and Private Financial planning. Strong finance professional with a National Diploma in Financial Accounting, Agile Banking Certificate, RE5 Certificate, Class of Business (short term & long term),
(Personal & Commercial line). I strive to show the value of financial services, customer relationship management and how, when used correctly, it can positively impact personal and business growth. My visionary perspective has earned me opportunities to work on brands in global market and work with senior people in the industry.
Experience
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a financial plan. Answering clients questions about financial plans and strategies and giving financial advise. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand financial well being. I manage customer's needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Influence the customer to make a purchase with the benefits and solutions to meet customer needs. Interact with clients telephonically. Identify the products or services that best meet the customer's needs.
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a financial plan. Answering clients questions about financial plans and strategies and giving financial advise. Advising strategies for clients in insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. Reviewing client accounts and plans on a regular basis to understand financial well being. Preparing or interpreting financial document summaries, investment performance reports and income projections for clients. Building and maintaining clients base. Sales Consultant
Tied Financial Advisor
Personal Financial Advisor
August 2022 - March 2024
April 2020 - July 2022
March 2017 - March 2020
Standard Bank, South Africa
Telesure Investment Holdings
Old Mutual South Africa
Ziyanda Tomose
Phone:
Sales Manager, Old Mutual
Njabulo Vunandlala
Phone:
Sales Manager, THI
Reference
Banking Certificate (In Progress)
RE 5
Microsoft Office
Vantage
Connex
Xplan
Sapphire
Sales Navigator
English
IsiZulu
Expertise
Language
COB (Personal & Commercial Line)
Diploma in Financial Accounting
COB (Short & long term Investment)
Front Office
seSotho
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