Curriculum Vitae

Of

Victor Mngomezulu

Personal details

First Name : Victor

Surname : Mngomezulu

Identity number : 740**********

Residential Address : 3 Hickman Crecent

Graceland

Khayelitsha

7784

Cell phone : 082-***-****

E-mail address : adm264@r.postjobfree.com

Gender : Male

Nationality : South African

Race : African

Home Language : Zulu

Other Language : English, Afrikaans, Xhosa, Swazi and Sotho

Driver’s License : Code B (Own Vehicle)

Marital Status : Married

Educational Qualifications

Last school Attended : Ikamva Lethu Finishing

School

Highest Standard Passed : Grade 12 Subjects Passed

: English

: Afrikaans

: Economics

: Business Economics

: Accounting

Year Completed : 1998

Tertiary Education

Name of Institution : Achivers school of Business

Course : Computers Literacy

Subjects Passed : Introduction to Windows 98

: Microsoft Word Processing

: Email and Internet

: Typing

Year attended : 1998

Name of institution : UNISA

Course : Bachelor of Commerce (Marketing)

Year attended : 2005 (Not completed)

Resume of Career to date

Current Company : Currently unemployed since 13/03/2018 1)Current Company : Woolworths Financial Services

Position Held : Contact Centre Agent (Personal loan, Store card Start date : 01 March 2017 to 12 March 2018

Duration : 12 months

Reason for leaving : 12 Month contract ended 12/03/2018 2) Name of Company : Glacier by Sanlam

Duration : 5 years

Position Held : Client service consultant - New Business Maintenance and Alterations teams

Reason for Leaving : Resignation

Start date : 01 December 2009 to 12 September 2014 3) Name of Company : Old Mutual Investment Administrators Duration : 9 months

Position Held : New Business administrator

Reason for Leaving : Contract position (Quest Staffing) Start date : August 2008 to May 2009

4) Name of Company : Old Mutual Greenlight (Underwriting) Duration : 2 years

Position Held : Quality Assessor and Alerts Clerk

Reason for Leaving : Resignation

Start date : December 2005 to December 2007

5) Name of Company : Old Mutual Green-light, MAX investments And Investment Horizons

Duration : 3 years

Position Held : Client services professional (super user) Start Date : March 2002 to November 2005

6) Name of Company : Home Choice

Duration : 4 months

Position Held : Tele Marketing

Reason for Leaving : Contract position

Start date : October 2001 to February 2002

7) Name of Company : Credit Indemnity

Duration : 2 years

Position Held : Loan consultant / Credit controller Reason for Leaving : Retrenchment

Start date : April 2000 to September 2001

8) Name of Company : Woolworths

Duration : 6 months

Position Held : Cashier / Client service assistant Reason for Leaving : Contract position

Start date : September 1999 to March 2000

Duties as per Companies Worked for

1 Duties for Client service contact center (Woolworths Financial Services)

- Processing of withdrawals from customers loan account

- Providing customers with quotations and balances of loan repayments

- Attending to debit order queries

- processing personal details and banking details change

- Providing customers with product information with regard to loans applications and store queries.

- Sending statements to customers

Authentication processing for all banking details change

-ITC updates.

-All store card queries including purchases, returns

-Statement explanation

-Interest calculation

-Refunds and adjustments on voided transactions

-Updating of personal details including banking details

-Closing of accounts and insurance products

-Issuing of secondary and primary plastic cards

-Credit limit increase and decrease processing

-Requesting FICA documents in case of personal details change with reference to names, surnames, ID numbers and addresses

-Sending of urgent statements, closure letters, apology letters and insurance confirmation pre agreement forms.

2 Duties for Client service Consultant (Glacier)

New business

- Processing of New business Investment plans, endowments, own money, unit transfers and share transfer.

- Verify client details, investment details proof of payment and check if funds are available in Glaciers account.

- Check and validate FICA documents for Natural persons, Trusts, Organizations, Companies, Partnerships and Closed corporations.

- Request all outstanding documentation and client signature were needed with the intermediary, Sales person or directly with the client.

- Sending instructions to other MANCO’s for all unit transfers and Share transfers Maintenance

- Updating of clients personal details as per client’s instruction.

- Updating of regular incomes and debit orders.

- Updating of ILLA incomes as per clients request at anniversary.

- Loading and removing of Security Cessions on investments.

- Follow up on returned mails and finding clients correct postal address.

- Updating banking details

- Updating Trustees, members and partners on entities. Alterations

- Verifying and processing withdrawals from clients.

- Process urgent manual payments.

- Process incomes manually where TAX was to be deducted.

- Follow up on outstanding requirements.

- Process rebalances and switches.

- Process switches, sum switches and wrap funds where there has been a merger in funds. 3 Duties for Old Mutual Investment Administrators (OMIA)

- Capturing of new business application

- Administer Pension, Provident, Pure Lump-sum and debit order contributions

- Requesting correct information where incorrect as per product rules

- Manually calculate interest at current rate from date of deposit

- Continually keeping abreast with market fluctuations and prices

- Making sure that phase-Ins are applied on requested terms and into correct portfolio’s

- Making necessary policy changes as per client`s request 4 Duties for Old Mutual Green-light (Product Solutions Medical underwriting)

- Requesting medical records from clients doctor's

- Checking that data completed on annexure is correct and relevant

- Checking if clients are listed on LOA (Life Office Association) and ensuring that undisclosed information is taken into account when a decision is made by an underwriter

- Checking insurable interest

- Financial underwriting, making sure that clients are not over insured

- Capturing of annexure and medical reports

- Assisting branches, Brokers and Financial Planners with underwriting queries 5 Duties for Old Mutual Greenlight, investment Horizons, MAX Investments

- Capturing and authorizing of Greenlight life products, Investment Horizons and Max Investments product

- Drawing of Quotations for Adviser and Brokers

- Issuing of Policies once satisfied with data captured

- Adhere to the service level agreements and turn-around time

- Putting policies on books

- Monitoring of LISP QUEUE

6 Duties for Home Choice Tele Marketing

- Promoting all items to existing clients telephonically

- Selling and Marketing products to new and existing clients 7 Duties for Credit Indemnity – Credit Controller/Loan Consultant

- Capturing of new loans

- Making sure customers are credit fit or clear to obtain loans

- Confirm employment and with referee's

- Assist manager in approving loans

- Credit follow-ups

- Calling clients with unpaid debts to seek payment and arrange amounts in case of difficulty: inform clients of benefits of paying debts quicker and in shorter terms 8 Duties for Woolworths – Cashier / Client services Assistant

- Assisting customer with new and existing accounts

- Assisting customer with queries and checking of balances on accounts

- Operating till on floors, Food market, Kiddies and Men`s wear

- Major moves during sale and when new stock arrives pack on floor

- Collecting of new stock and sold out stock from stock room to floor ACHIEVEMENTS

1. Basic Underwriting Training and Anatomy – 2005 (Old Mutual) 2. Certificate / Product Training - Greenlight, Investment Horizons and Max Investment – 2002 (Old Mutual)

3. Certificate of Competency and systems - 2002 and 2004 (Old Mutual 4. Enquiring minds program – 2013 (Glacier by Sanlam) 5. Water Bird Award nominee – 2013 (Glacier By Sanlam) Skills

- Computer

- Communication

- Analytical

- Organizational Skills

- Problem Solving Skills

- Interpersonal

- Numeric skills

- Quick learning

- Coaching

- Leadership

Reference

1. Mrs. Natalie Kiewit - Maintenance Manager (Glacier) Contact number - (021-***-****

Cell - 084-***-****

2. Mrs. Charnell Corbellari – Alterations Manager (Glacier) Contact number - (021-***-****

Cell - 082-***-****

3. Mr. Reil Vosloo - Underwriting Manager (Old Mutual) Contact number - (021-***-****

4. Mrs. Nosiphiwo Polo - Team Leader (Woolworths Financial Services) Contact number - 021-***-****

Cell - 083-***-****

Contact this candidate