Surname: van der Berg
Date of Birth: 04/10/1991
ID Number: 911**********
Contact number: 061-***-****
Physical address: 201, Mimosa street Clubview, Centurion 0157 Criminal History: None
Driver’s License: Code B
Marital Status: Single
Highest Education Level: National Senior Certificate School Attended: Oranje Meisieskool
• Afrikaans • English
• Life Orientation • Consumer Studies
• Business Studies • Geographical Studies • Math’s I am currently busy with my Certificate in Banking through Cornerstone College. Previous Working experience:
• Super Sport Heath and adventure Club: July 2011- November 2011 Position held: Sales Assistant
Cold Calling (min 80 calls per day)
Sales of Products and Contracts
• Cattle Barron: 2012-2013
Position held: Waitress
• Bayteck Holdings: 02/2013-10/2013
Position held: Health and Safety Sales Executive
Cold Calling (min 80 calls per day)
Diary & Trip sheet Planning for Technicians
Servicing and sales to existing clients
My job as sales executive for Bayteck Holdings consisted of selling and servicing health and safety products and services to businesses and to personal clients. This all included the selling of new fire extinguishers, fire hoses and the annual servicing of all equipment. I sold and arranged safety training courses to clients for example, Fire Fighting, First Aid, Health and Safety exc.
• Bayteck Holdings:
Position Held: Admin
Planning of Daily production
Stock cards and Stock taking
Invoices and Filing
My job as administrative assistant included that I did daily trip planning, and expenditure for the technicians. It also included to issue invoices and keeping up to date with the debtors. My other responsibilities were to keep to client base up to date.
• Ouch Touch of Technology: 10/2013 – 03/2014
Position Held: Sales Representative
My main goal was to know and sell the biometric system to clients whom had a problem of managing their staff. I sold this system to clients whom had anything from 15 to 1000`s of employees. The system consisted of managing the hours, salaries and salary slips. I did quotes, customer service and daily trips to see clients and give them the best solutions for their businesses.
• Standard Bank/SBFC: 04/2014-Till present
Position held: Personal Assistant to a Wealth Specialist Duties:
Managing of Diary.
Securing appointments with new clients, existing clients & service providers. Servicing and assisting of clients. This includes: withdrawals, surrenders, advances, change of details and additional business instructions.
Ensuring that the correct procedures were followed when preparing close of business. Preparation of documents, Quotes & Applications for investments, retirement annuities, wills & life covers. Updating client base and filing records.
Maintaining of client details and ensuring that all details are up to date. Client FICA.
Working on banking and SBFC platforms (NDS, Customer 1st, ASTUTE, STANLIB, Blueprint Online, Hollard). Maintaining electronic and hard copy filing system. Meeting deadlines each week.
Answering and screening of all telephone calls.
Managing emails and all correspondence from and to clients and service providers. Brief description:
My position consists of arranging new business and servicing. I prepare and arrange files according to submission, first time introduction and servicing appointments. I administer the transfer of pension funds, new investments, additional investments, retirement annuities, preservation pension plans, change of details, switching of funds, new wills, updating of wills and Life covers. Ensuring that the wealth specialist is well prepared for his meetings. Soft Skills:
Goal Orientated Perseverance
Target Driven Motivated
Problem solving Time Management
Client service Excellent Communication Skills
Dick Bothma (Ouch!) 083-***-****
Rachel Teffo (Standard Bank) 078-***-****
Chaan Stander (Cattle Barron) 082-***-****
Cindy van Staden (Standard Bank) 084-***-****