OFENTSE MOTOAI

** ****** ****, *****, ************ 9301

CELL: 066-***-**** e-mail: adn82s@r.postjobfree.com . Personal Details

Identification Number. : 970**********

Drivers License : Code 8

Home language : Afrikaans/English

Criminal Record : None

Marital Status : Single

Gender : Female

Nationality : South African

Dependents : None

State of health/Disabilities : Excellent/None

Educational History

• University of the Free State

Postgraduate Diploma in Financial Planning Law

Year completed - In progress

• University of the Free State

Degree obtained B.Com Economics and finance

Year completed: 2019

• High school : St. Josephs(CBC)

Highest grade passed - Grade 12

Subjects passed:

- Mathematics

- Physical science

- Accounting

- Life science

- English

- Afrikaans

- Life Orientation

Achievements and Certificates :

- Business Resilience (2021)

- Employee general awareness (2021)

Ofentse Motoai Page 2

Work Experience

Old Mutual – Personal Financial Advisor

01/01/2021- To date

Duties and Responsibilities

• Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets

• Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools

• Securing stocks and bonds and establishing progressive savings accounts

• Moving money from accounts per industry and federal regulations

• Performing market research to stay current with financial trends

• Preparing financial documents, such as income projections and investment reports

• Maintaining compliance with all rules and regulations in the financial industry

• Identifying and pursuing potential clients to maintain a strong client base Sanlam- PA for Personal Financial Advisor

06/05/2020-18/12/2020

Duties and Responsibilities

• Taking notes and writing minutes during meetings

• Organising and planning meetings

• Monitoring a reporting manager’s email and responding if required

• Preparing communications on behalf of a manager

• Answering phone calls

• Conducting or preparing any research that the reporting manager may require Caramellos- Waitress

30/07/2019 – 01/03/2020

Duties and responsibilities

• Meet and greet customers

• Make customers comfortable

• Constantly study the menu ( product knowledge)

• Introduce customers to menu and specials

• Inform customers of running competitions

• Make sales, Up sale

• Keep track of all receipts and cash

• Cash up after every shift, which is making sure the shop receives all the money Ofentse Motoai Page 3

Skills

• Customer Centric

• Attention to detail

• Numeracy Skills

• Verbal and written communication skills

• Discretion

• Ability to work under pressure

• Time management

Computer Skills

• Microsoft Word

• Microsoft Power point

• Microsoft Excel

• Microsoft Outlook

References

Billy Tshabalala

- Caramello`s Owner

Cell: 067-***-****

Work :051-***-****

Blessing Nkomo

- Caramellos Manager

Cell: 073-***-****

Work: 051-***-****

Cuten Williams

- Senior PFA ( Sanlam)

Cell: 071-***-****

Work: N/A

Kholo Ramashala

- Old Mutual (Development Manager)

Cell: 079-***-****

Work: 051-***-****

Mabebe Mogorosi

- Old Mutual (Colleague)

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

Work: 051-***-****

Contact this candidate