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Office Assistant Financial Advisor

Location:
Cape Town, Western Cape, South Africa
Salary:
12000
Posted:
October 21, 2021

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Resume:

Personal Details

Name: Chadley Mahadasen

Cellphone: 073*******

Email: *******.*********@*****.***

LinkedIn: https://www.linkin.com/in/chadley-mahadasen-6340a2111

Drivers Licence: Code 08

Nationality: South African

ID Number: 970**********

Home Language: English

Profile, Skills and Abilities

•Graduate with Bachelor of Social Science in Politics and Governance; and Gender Studies.

•Competency, Communication and Leadership skills developed through secondary and tertiary education as well as career experience.

•Public Relations and Teamwork skills with the ability to micro-manage and mediate effectively.

Educational Qualifications

Tertiary Education

•Bachelor of Social Science Degree, majoring in Politics and Governance; and Gender Studies at the University of Cape Town - NQF Level 7.

•Qualification GPA: 55.01

Skills Courses Achieved

•POL3030F - Conflict in World Politics

•POL3045S - Global Governance

•AXL3101S - Politics of Gendered Knowledge

•English Literacy, Management and Language Comprehension skills

Secondary Education

•National Senior Certificate through the Independent Examinations Board (IEB) in 2015 at

St Henry’s Marist College in Durban, South Africa.

• Bachelor’s Degree with 1 Distinction in Mathematical Literacy - NQF Level 4

•Subjects: English (1st Language)

Afrikaans (2nd Language)

Mathematical Literacy

Life Orientation

Geography

History

Life Science

Awards and Achievements

•2020 – 3rd Highest Franchise Growth Agent in the Western Cape at Old Mutual

•2019 - Graduated from the University of Cape Town

•2015 - High School Prefect, awarded with Colours

•2015 - Awarded as First Team Cricket and Rugby Captain

•2014 - Toastmasters and Public Speaking Graduate

•2014 - Peer-Mentorship Program Graduate

Work Experience

Employer: Mutual Franchise Division of Old Mutual

Period: September 2020 – March 2021

Position: Financial Advisor

Duties: To generate new business through upgrading existing Old Mutual clients with long term insurance policies such a Funeral Plans, Savings Plans and Retirement Annuities. To provide financial services through the Old Mutual framework and The Financial Advisory and Intermediary Services Act (FAIS Act)

Employer: Santam Marine Insurance

Period: December 2015 – January 2016

Position: Office Assistant

Duties: To assist the office staff with the administration of insurance policies, to cooperate and communicate efficiently and effectively with fellow staff members within a corporate insurance environment.

Employer: Synergy and Hot Stuff Marketing

Period: December 2014 – January 2015

Position: Promoter

Duties: To promote sustainable and healthy Pick ’n Pay products at various public events, which markets the possibility of potential consumers

Competency Skills

Communication skills

•Telecommunication skills developed through client interaction within the financial service sector.

•Clear and effective communication in various languages: English (Fluent), isiZulu and Afrikaans (Good)

•Public Speaking skills developed through presentations and Toastmasters Course 2014

Computer skills

•Able to effectively adapt to various online systems and different software

•Proficient in the use of Microsoft Office (includes Word, PowerPoint and Excel)

Organizational Skills

•Able to set up appointments and schedule business meetings carried out with integrity and punctuality.

•Planning, Budgeting and Time-management skills developed through Tertiary Education assessment and testing

References

1.Mrs. Womeshnee Maharaj, Assistant Manager at Horizon Marine:

*********@*************.**.** Cellphone number: 083*******

2.Mr. Langelihle Mbongwa, Master of Social Sciences, UKZN:

************@*****.*** Cellphone number: 079*******

3.Bradley Williams, Franchise Principal at Mutual Franchise Division. ***@**************.***

Cellphone number: 076*******

4.Mr Nasrudien McWhite, Senior Financial Advisor at Mutual Franchise Division:

**************@*****.*** Cellphone number: 065*******



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