Manager Branch
Resume:
CURRICULUM VITAE
OF
SAMKELISIWE KHOLEKILE MTHIMKHULU
Postal Address: P. O Box 23724, KwaDlangezwa 3886,
ID Number: 820**********,
Gender: Female
Contact Number: 083-***-****/ 076-***-****,
Email: **************@*****.***,
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*******
Contact this candidate