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Branch Manager Financial Advisor

Location:
Gauteng, South Africa
Posted:
October 28, 2021

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Resume:

CURRICULUM VITAE

OF

LETHUKUTHULA A.M.XULU

PERSONAL DETAILS

FIRSTNAMES :Lethukuthula Aaron Mandla

SURNAME :Xulu

DATE OF BIRTH :1978-06-04

IDENTITY NUMBER :780**********

POSTAL ADDRESS :06 Duckham Street

: CW 3

:Vanderbijlpark

:1911

RESIDENTIAL ADDRESS. :06 Duckham Street,CW3,Vanderbijlapark1911 CONTACT NUMBERS :082*******/083*******

E-MAIL ADDRESS :ado6n6@r.postjobfree.com

CRIMINAL RECORDS :None

INTERESTS :Singing and reading

EDUCATIONAL HISTORY

LAST SCHOOL ATTENDED :King Dinuzulu High School

HIGHEST QUALIFICATION :Grade 12

YEAR ACHIEVED :1999

SUBJECTS PASSED :IsiZulu

English

Afrikaans

Business Economics

Biology

Physical Science

EXTRA CURRICULAR ACTIVITIES AND VOLUNTARY WORK

~I served as the Founder of the English Literacy Society in year 1997.

~I served as the Chairperson of the Debating Society in year 1997.

~I served as a Police Reservist at Mahlabathini SAPS in year 2000 FURTHER STUDIES AND QUAILIFICATIONS

NAME OF INSTITUTION :NIRVANA TRAINING ACADEMY

COURSE OBTAINED :BASIC RIGGING AND SLINGING

YEAR OBTAINED :2014

NAME OF INSTITUITON :UMFOLOZI COLLEGE

QUAILIFICATION ACHIEVED:FAIS AND FICA CREDITS(32)

UNIT STANDARDS ACHIEVED

~US ID-117127*Describe and apply the principles of personal income tax.

~US ID-117156*Interpret basic financial statements.

~US ID-117241*Develop a business plan for small business.

~US ID-242584*Demonstrate knowledge and understanding of the Financial Advisory and Intermediary Act 2002(FAIS)(Act 37 of 2002)as it impacts on a specific financial services sub-sector.

~US ID-242655*Demonstrate knowledge and application of ethical conduct in a business environment.

~US ID-243133*Analyse current events reported in the media that could impact on wealth management.

~US ID -243144*Explain the structure of the financial services industry in South Africa

. BASSIC SELLING SKILLS AND BEDDING

~In depth knowledge of the DO,s and DONT's in the day to day customer interactions.

~Product knowlegde in the wide variety of company's products.

~Understanding different types of communication languages i.e[buying signals,body language etc]

SUPERCHARGE SELLING SKILLS

~Implementing customer centricitivity in daily activities.

~Understanding different kinds of customers.

~Overcoming objections and rejections.

~Complaints handling and resolving.

~Establishing the needs of the customer.

~Closing the sale.

KEY RESPONSIBILITIES,DUTIES AND SKILLS OBTAINED

~An expert in conducting one on one and group presentations.

~Achieving sales budgets and targets.

~Strong verbal and written communication skills.

~Ability to work independently,under pressure and also in a team.

~Ability to achieve and converts prospects via telephonically and cold canvassing into positive clients or customers.

~Meeting deadlines as per targets and budgets.

~Claims settlements in the field.

~In depth knowledge of APT system.

~In depth knowledge of Ceres system

~Relevant legislation[NCA,NCR,CPA,FAIS]

WORK EXPERIENCE

COMPANY NAME. :Metropolitan Life

POSITION HELD. :Financial Advisor

DURATION. :Currently

COMPANY NAME. :Imvunge Marketing

POSITION HELD. :Callcentre Agent

DURATION. :2019-2019

COMPANY NAME :Bradlows Furnitures

POSITION HELD :Sales consultant

DURATION :2013-2019

COMPANY NAME :Sanlamsky

POSITION HELD :Financial Advisor

DURATION :2012-2013

REASON FOR LEAVING :Resigned

COMPANY NAME :ECFS Insurance Brokers

POSITION HELD :Financial Advisor

DURATION :2011-2012

REASON FOR LEAVING :Company sold to Sanlamsky.

COMPANY NAME :Bradlows Furnitures

POSITION HELD :Sales Executive

DURATION :2010-2011

REASON FOR LEAVING:Resigned

COMPANY NAME :RJ Insurance Brokers

POSITION HELD :Sales Advisor

DURATION :2009-2010

REASON FOR LEAVING:Contract expired.

COMPANY NAME :Sanlamsky

POSITION HELD :Financial Advisor

DURATION :2008-2009

REASON FOR LEAVING:Contract expired.

COMPANY NAME :Sanlam Group Solutions

POSITION HELD :Sales Advisor

DURATION :2007-2008

REASON FOR LEAVING:Company transformed to Sanlamsky. COMPANY NAME :Worldfocus 314 Insurance Brokers

POSITION HELD :Sales Advisor

DURATION :2006-2007

REASON FOR LEAVING:Company dissolved.

COMPANY NAME :African Bank LTD

POSITION HELD :Sales Consultant

DURATION :2002-2006

REASON FOR LEAVING:Division shut down.

CONTACTABLE REFFERENCES

CONTACT NAME :Ms.Xoliswa Mbanjwa

NAME OF COMPANY :Sanlamsky

POSITION HELD :Sales Manager

CONTACT NUMBER :076-***-****

CONTACT NAME :Mr.Sphamandla Dumisa

COMPANY NAME :Bradlows furnitures

POSITION HELD :Branch Manager

CONTACT NUMBER :035-*******

CONTACT NAME :Mr.Xolane Mthethwa

COMPANY NAME :African Bank LTD

POSITION HELD :Branch Manager

CONTACT NUMBER :035-*******

CONTACT NAME :Mr.Bonga Mkhize

COMPANY NAME :Sanlam Group Solutions

POSITION HELD :Colleague

CONTACT NUMBER :073-****-***



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