Mihlali Poyo 081-***-**** Page *

CURRICULUM VITAE

MIHLALI POYO

CORE COMPETENCIES

Financial modelling Financial reporting

Risk management Economics

Financial management Relationship building

Performance evaluation ` Financial Analysis

Financial Advisor Market research & analysis

Asset management Equity

Commercial acumen Banking

Investments Receptionist

Analytical Attentive

Administration Problem solving

Communication Planning

Interpersonal Customer focus

Courteous Reporting

Reliable Organising

Detail oriented Committed

Team player Efficient

Professional Computer literate

Strong work ethic Critical thinker

Self-motivated Diligent

PERSONAL DETAILS

Name : Mihlali Poyo

ID No. : 970***-****-***

Date of Birth : 16 January 1997 (23yrs)

Nationality : South African

Address : 6 Thorn Bush Close, Braelyn, East London 5201 Contact No. : 081-***-****

Email Address : adl06d@r.postjobfree.com

Gender : Female

Marital Status : Single

Dependants : None

Drivers Licence : Yes, C1 (code 10)

Languages : English and isiXhosa

INTERESTS

I enjoy reading articles and news related to the business world, economics, finance, music, politics, studying financial markets and spending quality time with my family and friends. COMPUTER SKILLS

MS - Excel; Access; Word; Outlook; PowerPoint; Microsoft Teams

Internet

Email

Mihlali Poyo 081-***-**** Page 2

QUALIFICATIONS

Advanced Diploma in Economics: Nelson Mandela University (2020)

Certificate Class of Business Investments: Milpark Education (2020)

Diploma in Economics: Nelson Mandela University (2019)

Certificate Microsoft Office 2016: ILearn Online Programme (2018)

Senior Certificate Grade 12: Gonubie High School (2015) CURRENT EMPLOYMENT

Old Mutual

March 2020 – September 2020 Personal Financial Advisor Old Mutual offers a wide range of affordable and comprehensive insurance, investment and corporate solutions as well as financial advice. As the Personal Financial Advisor for an organisation that offers quality service with a personal touch, I am committed to upholding the highest standards. My key performance areas include:

Meeting with clients to determine their expenses, income, insurance coverage, financial objectives and other information needed to identify and develop a financial plan

Providing financial advice and guiding my customers to achieve their lifetime goals

Answering client questions and concerns and their needs

Analysing financial data received from clients to develop strategies for meeting clients' financial goals

Explaining policies and customising plans

Calculating premiums

Preparing financial documents and processing policy paperwork

Enrolling my client onto their selected plan

Verifying that all information is correct

Sending out the contracts

Updating policies and renewing if expiring

Filing reports

Building and maintaining my client base

Reviewing client accounts and plans on a regular basis Achievements:

Gained valuable work skills and experience

Acquired listening and communication skills

Learned to work independently without supervision

Displayed professional manners and etiquette

Obtained the ability to interact with different people of all ages and cultures Reason for Leaving:

I would like to pursue a professional career in economic analyst, financial, investment management and analytics within an asset management firm. FRERE HOSPITAL

OCTOBER 2018 – OCTOBER 2018 Receptionist

I received a one month experiential learning at Frere Hospital Supplier Payment Unit to complete my 3rd year syllabus. I was under the management of Mr Sam Vuka who is a Financial Manger. My key performance areas include:

Receiving invoices from various suppliers and recording them electronically (excel)

Batching

Filling duties of all payments made in the financial reports Reason For Leaving:

This was a experiential learning job in order to complete my final year syllabus in 2018. Mihlali Poyo 081-***-**** Page 3

REFERENCES

Zukhanye Xanga

Accountant

Business Partners Limited Durban

083-***-****

Zinzisa Mafanya

Development Manager

Old Mutual

043-****-*** / 073-***-****

Paul Vuma

Director

Career Wise: FASSET

086-***-**** / 082-***-****

Contact this candidate