CURRICULUM VITAE

OF

SAMKELISIWE KHOLEKILE MTHIMKHULU

Postal Address: P. O Box 23724, KwaDlangezwa 3886,

ID Number: 820**********,

Gender: Female

Contact Number: 083-***-****/ 076-***-****,

Email: adks5o@r.postjobfree.com,

Driver: Code 10

ACADEMIC RECORD

High school level passed : Grade 12 John Ross College

Subjects : English, Afrikaans, Mathematics

Business Economics, Physical Science

Accounting

TERTIARY LEVEL

RE5 : Passed

Course Completed : National certificate in Banking NQF5

Institution : RBB Academy

Year : 2016

Institution : Regent Business school

Course : Advance Diploma in Financial Management (NQF7) in progress

WORKING EXPERIENCE

Current job : Hollard

Position : Branch manager

Period : November 2020 to date

Company : Metropolitan Life Insurance Company

Position : Financial /-Advisor

Period : Sept 2019 – May 2020

RESPONSIBILITIES

Help clients plan and achieve their goals when it comes to their finances

Answering client questions about financial plans and strategies and giving financial advice.

Advising strategies for clients in insurance cove, investment planning, cash management and other areas to help them reach financial objectives.

Review client accounts and plans on a regular basis to understand if life or economic change in their plan.

Analysing financial data received from client develop strategies for meeting clients’ financial goals.

Preparing or interpreting financial documents summaries, investment performance report and income projections for clients.

Managing and updating client portfolio.

Build and maintain client base.

Company : Absa Bank

Position : Brach Manager Mtubatuba Branch

Period ; May 2017 – May 2019

RESPONSIBILITIES

Working with the team to achieve sales and services through in branch business development activities

Effective banking hall management and providing feedback to the team.

Creating and empowering working environment for the branch staff members

Accountability for the overall achievement of retail performance

Company : Absa Bank

Position : Brach Manager Manguzi

Period : Dec 2014 – Nov 2015

Company : Absa Bank

Position : Acting Branch Manager Manguzi

Period : June 2014 – Oct 2014

Company : ABSA Bank

Position : Customer Services and Hosting Manager Manguzi

Period : Nov 2014 – Nov 2015

Company : Absa Bank

Position : Branch Administration- Ulundi Branch

Period Jan 2007 – May 2014

Company : Zululand Refrigeration

Position : Receptionist/ Administration

Period : June 2005 – Dec 2006

REFERENCES

Name : Bongiwe Mthembu

Company : Absa Bank

Position : Branch Manager

Contact Details : 060-***-****

Name : Zamani Zuma

Company : Hollard

Position : Regional Manager

Contact Details : 072*******

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