Prudence Thembi Mthombeni
Nationality : South African
Date of birth : 1991/06/25
Email address : firstname.lastname@example.org
Residential address : Stand no 1223 Kanyamazane, 1214
Driver’s license : C1 (code 10)
Advanced Technology Training Institute
Skills in office professionals
National senior certificate
March 2018 to date - Old Mutual Group Scheme
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.
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 if life or economic changes, situational concerns, or financial performance necessitates changes in their plan.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Managing and updating client portfolios.
Contacting clients regularly to discover changes in their financial status.
Building and maintaining your client base.
October 2013 to February 2018 – Forever New
Supervisor (Third key holder)
Supporting the achievement of sales targets set for the shop and promoting customer sign up for Gift Aid, including ensuring all administrative procedures are followed
Providing day-to-day supervision of a team of staff and volunteers including arranging appropriate staffing levels and supporting recruitment, induction and supervision
Supporting the delivery of appropriate training to staff and volunteers including mandatory Health and Safety training.
Providing support to the Retail Manager in delivering a shop that is an attractive place for customers with donated goods merchandised appropriately and in line with departmental guidelines.
Computer literacy (Microsoft office)
Time and priority management
Supervisor (Old Mutual Group scheme)
Store Manager (Forever New)