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Financial advisor

Location:
Johannesburg, Gauteng, South Africa
Salary:
13000
Posted:
November 09, 2019

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Resume:

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

Kagiso Ext *

Mogale City

*754

062*******

adasoi@r.postjobfree.com

CURRICULUM VITAE OF

PORTIA TSHENOLO MOKWATSI

PERSONAL INFORMATION

NAME : Portia Tshenolo

SURNAME : Mokwatsi

IDENTITY NO : 850**********

HOME LAUGUAGE : Setswana

OTHER LAUGUAGE : English, Zulu and Sesotho

DRIVER’S LICENCE : Code 8

EDUCATIONAL QUALIFICATION

HIGH SCHOOL ATTENDED : R.A. Kobue High School

HIGHEST STANDARD PASSED : Grade 12

SUBJECTS : Geography, Biology, Agriculture

Setswana, English, Afrikaans

YEAR OBTAINED : 2003

INSTITUTION : Havatech Skills Training And Employment Centre

QUALIFICATION : Computer literacy/Call centre administration

MAJOR SUBJECTS : Introduction to computing, Microsoft windows xp

Microsoft word, Microsoft access, Telephone skills,

Call centre communication and behavioural skills

YEAR : October 2010

INSTITUTION : Financial Planning Institute

QUALIFICATION : RE (Regulatory Examination)

YEAR OBTAINED : January 2018

INSTITUTION : Southern Business School

QUALIFICATION : Higher Certificate in Paralegal

MAJOR SUBJECTS : Introduction to South African Law, Legal Practice Management

Legal Research& Communication, Labour law and Family Law

YEAR : 2019 (currently studying)

WORK EXPERIENCE

COMPANY :Edcon

OCCUPATION : Service centre operator

DUTIES : Processing customer’s transaction, balancing float,

Answering queries

DURATION : one Year

COMPANY : Estee Lauder Company

OCCUPATION : Beauty Advisor

DUTIES : Analyse customers skin, Demonstrate and massage customer

: Balancing weekly, monthly and annual sales reports

DURATION : December 2007to August 2014

COMPANY :Finrite /Aon

POSITION : Claim Administrator

OCCUPATION : Loading Claims, Customer ’service, Enrol new insurances

Approve and Decline Customer’s Claims, Data capturing,

Escalating Claims to Underwriters, Answering Queries

DURATION : September 2014 to July 2016

COMPANY : Old mutual

OCCUPATION : Financial Advisor

DUTIES : Assess the financial needs of clients and help them with investments,

Risk Products and Retirement, Help clients plan for short terms and

Long term goals, such as Education plan and Retirement.

REFERENCES

CONTACT PERSON : Zanele Ximba

COMPANY : Edgars

POSITION : Cosmetic Manager

CONTACT NUMBER :011******* /073*******

CONTACT PERSON : Andrea Shafto

COMPANY Estee Lauder

POSITION : Account Executive

CONTACT NUMBER : 011*******/082*******



Contact this candidate