CIRRICULUM VITAE
MICHELLE LERATO MATLOU
Personality Profile
I am a confident, highly driven individual who strives to accomplish anything I set my mind on. I am self-motivated, creative and adapt quickly to different situations. My voluntary work has taught me to have great communication skills as I interacted with people of different cultures and values. I am an open-minded individual who is eager to be challenged in order to grow and improve my skills. Driven by my need to be highly successful, I have adopted a very good work ethic, this by ensuring that I am on time and all tasks assigned to me I carry out effectively striving for excellence.
PERSONAL INFORMATION
Name:
Michelle Lerato Matlou
Birth Date:
08/12/1991
ID number:
Gender:
Female
Nationality:
South African
Marital Status:
Single
License:
Code 10
Languages:
English, Afrikaans, Sesotho, Setswana, Sepedi, isiZulu, Venda
CONTACT INFORMATION
E-Mail:
**************@*****.***
Mobile:
WORK EXPERIENCE
Job Title:
Personal Financial Advisor
Employer:
Old Mutual Personal Financial Advice
Duration:
November 2018- November 2019
Responsibilities:
●Prospecting to find suitable clients who are part of the income segment
●Setting up meetings with clients to discuss their financial goals and overall financial portfolio
●Explain and educate the client on the financial services that can be offered to him/her after understanding their personal goals.
●Assist clients plan for their future goals (Education, Investments, and Retirements etc.)
●Annual Reviews on client’s portfolio. This includes determining if changes need to be made to improve the clients’ lifestyle. This could result from a client recently getting children or getting married.
●Update client’s information as requested by clients
Reporting To:
Sales/Development Manager
Job title:
Personal Assistant to Financial Advisor/ Sales Manager
Employer:
Old Mutual Personal Financial Advice
Duration:
February 2018 – November 2018
Responsibilities:
● Performs general office administration
●Filling and scanning of documents
●Correspond with clients(via emails, telephonically and personally)
●Capturing of new business, provide detailed feedback
●Manage customer relations
●Arrange travel and accommodation
●Delivering consistent service and support to all clients
●Preparing quotes, following up on outstanding information, proofing applications, scanning and indexing information
Reporting To:
Sales Manager
Job title:
Store Assistant
Employer:
Mr Price
Duration:
February 2015 – January 2016
Responsibilities:
●Greeting customers who enter the shop.
●Assisting shoppers to find the goods and products they are looking for.
●Stocking shelves with merchandise.
●Answering queries from customers.
●Reporting discrepancies and problems to the supervisor.
●Giving advice and guidance on product selection to customers.
●Keeping the store tidy and clean, this includes hovering and mopping.
●Responsible dealing with customer complaints.
●Working within established guidelines, particularly with brands.
●Attaching price tags to merchandise on the shop floor.
●Responsible for security within the store and being on the look out for shoplifters and fraudulent credit cards etc.
●Receiving and storing the delivery of large amounts of stock
●Keeping up to date with special promotions and putting up displays.
Job title:
ABET Facilitator
Employer:
Department of Education
Duration:
February 2012 – December 2012
Responsibilities:
• Facilitation of ABET session face-to-face intervention
• Monthly progress report
• Facilitate Induction and Orientation programme
Skills Acquired:
Good communication, Excel, Word, PowerPoint, Meeting Deadlines, Event Planning, Invoicing, Good telephone etiquette, Multitasking.
TECHNICAL QUALIFICATIONS
Tertiary Education:
N5 Public Relations
Institution:
Tshwane North College
Major subjects:
Office Practice, Information processing, Communication, Computer Practical, Publi Relations
Year Completed:
2016
Education:
Long-term Insurance Certificate
Institution:
Milpark Education
Year Obtained
2019
Education:
Investments Certificate
Institution:
Milpark Education
Year Obtained:
2019
High School:
Elmar College School
Level Attained:
Grade 12
Year Completed:
2008
PERSONAL SKILLS AND COMPETRNCIES
Skills:
Willingly take opportunity to learn
Adapts easily to new challenges and eager to learn new ways of doing things
Communication and Language proficiency in English, Sotho, Sepedi, Zulu
Reliable and responsible in fulfilling duties
Competent in Microsoft Office
Competencies:
General knowledge of business practices
Decision making and organizational skills
Result driven by meeting objectives on time given
Good listener and always willing to offer a helping hand
Work independently.
REFERENCES
Dikeledi Lepota
Old Mutual PFA
Sales/Development Manager
Telephone: 065-***-****
E-mail: *******@*********.***
Mr Price
Esrom Ledwaba
Mr Price Manager
Telephone: 064-***-****
Ephenia Seoke
Old Mutual PFA
Team Leader
Telephone: 061-***-****
Email: ******@************.***