CURRICULUM VITAE

SURNAME MOKOENA

NAME PALESA JOSTINA

GENDER FEMALE

MARITAL STATUS SINGLE

DEPENDANTS ONE

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

HOME LANGUAGE NORTH SOTHO

NATIONALITY South African

CONTACT NUMBERS 073*******

EMAIL ADDRESS adpthy@r.postjobfree.com

ADDRESS 18 ALAN MANOR EWS

5 CONSTANTIA AVENUE

ALAN MANOR

2091

EDUCATIONAL BACKGROUND

LAST SCHOOL ATTENDED : INANDA SEMINARY

HIGHEST STANDARD PASSED: MATRIC 1996

POST MATRIC QUALIFICATION

BA (PSYCHOLOGY)

COURSES OBTAINED PSYCHOLOGY

ANTROPOLOGY

SOCIOLOGY

EINGUISTICS

YEAR 1998-2000 B.COM.

INSTITUTION University of Western Cape

SUBJECTS PASSED STATISTIC 1, ECONOMICS 1

INDUSTRIAL PSYCHOLOGY 1-3

MARKETING, 3

COMMUNICATIONS 3

STRATEGIC MANAGEMENT 3

LABOUR RELATIONS 3

ACCOUNTING FOR MANAGEMENT 3

FINANCIAL MANAGEMENT 3

WORK EXPERIENCE:

1. COMPANY SPRINGS TOWN COUCIL

PERIOD DECEMBER 1999-FEBRUARY 2000

POSITION HELD ASSISTANT LIBRIAN

REASON FOR LEAVING CONTRACT ENDED

2. COMPANY F.N.B (WEIDA-VALLEY SANDTON)

PERIOD JANUARY 2001-APRIL 2002

POSITION HELD SERVICE CONSULTANT

RESPONSIBLITIES –FNB

*Opening and Closing of Accounts

*Selling and Cross selling of Bank Products

*Give good customer service

*Filling and keeping all the customers documents (Personal files)

*Ensuring that all branch cheque books are ordered and delivered on time

PRODUCTS SOLD

*Cheque Accounts

*Investments Accounts

*Telephone and Cell phone Banking

*Credit Cards

3. COMPANY: ALEXANDRA FORBES

PERIOD: MAY 2002-JANUARY 2006

POSITION : FUND ADMINISTRATOR

RESPONSIBILITIES –ALEXANDER FORBES

*Processing of application forms within stipulated time frame

*Import loans to Standard Bank i.e. check verification and release them

*Handling of queries i.e. telephonically and through email

*Checking of Bank Statement (settlements/refunds)

*Do monthly remittances advices

*Send out monthly remittance advices to all clients within stipulated times.

*RESIGNED- 2005

4. COMPANY: FNB CONTACT CENTRES

PERIOD: JUNE 2006-MAY 2008

POSITION: SERVICE CONSULTANT

RESPONSIBILITIES- FNB

*Opening and Closing of Accounts

*Selling and Cross selling of Bank Products

*Give good customer service

*Filling and keeping all the customers documents (Personal files)

*Ensuring that all branch cheque books are ordered and delivered on time

PRODUCTS SOLD

*Cheque Accounts

*Investments Accounts

*Telephone and Cell phone Banking

*Credit Cards

5. COMPANY: ABSA VEHICLE & ASSET FINANCE BROKER

PERIOD: APRIL 2008 – MARCH 2012

POSITION: SHORT TERM BROKER

RESPONSIBILITIES AT: ABSA- BROKERS

*Telephone sales to new and existing customers

* Meet specified primary targets

*Meet specified outbound /inbound sales targets

*To delight customers in order to get referral business and retain customer loyalty.

*Establish and maintenance of relationships with product owners and other key stakeholders.

*End to end processing of a short term insurance application.

PRODUCTS SOLD

*ABSURE

*AUTO AND GENERAL

*SANTAM

*I-DIRECT SHORT TERM

*SHORT PERSONAL LINES

6. COMPANY: ABSA-IDIRECT

POSITION: SALES CONSULTANT

RESPONSIBILITIES- ABSA Indirect

*To sell products range to new and existing customer s telephonically.

*Meet new business and specified primary and cross sell targets.

*Meet specified outbound/inbound sales targets.

*Write business that complies with standard and norms

*Develop business opportunities within allocated client base.

Roles-iDirectAbsa ASSISTANCE TO MANAGER (2ND IN Charge)

*Updating daily statistic on sales

*Reporting on system problems, give training and coaching to new employee

*Implementing new Process and testing systems

*Give presentation to dealers for new business, convincing them on signing to ABSA for Business.

PRODUCT SOLD- IDIRECT

*I-Direct short term

*All of them short personal lines, building, cover house contents, personal all risks.

7 .COMPANY: INDWE RISK SERVICES

Position: NEW BUSINESS ADVISOR

INDUSTRY: BROKERAGE

RESPONSIBILITIES:- INDWE RISK SERVICES

*NEW BUSINESS ADVISOR YOU OPEN BUSINESS WITH CLIENT TELEPHONICALLY

*MAINTAN AND RETAIN THE CLIENT BY REBROKING THE CLIENT

*SERVICING THE CLIENT FROM DAY ONE OF YOUR CONVERSATION AND KEEP GOOD RELATION SHIP THERE AFTER

*KEEP UPDATES OF CLIENT BY ALWAYS GOING BACK TO CHECK ON SERVICE GIVEN AND GETTING MORE REFARLS

*HELP THE CLIENT TO CANCELL OLD BUSY AND ENGAGE TO NEW BUSINESS

*MOVE OR REBROKE THE CLIENT INCASE THE CLIENT IS NOT HAPPY WITH CURRENT PREMIUMS OR SERVICE GIVEN BY SERVICE PROVIDER.

*NOT ONLY KEEP GOOD RELATION WITH CLIENTS BUT ALSO OPEN MORE CHANNELS OF BUSY WITH OTHER INSURERS FOR THE GROWING BUSINESS, AS WELL AS CRA FINANCE COMPANIES.

*MEET YOUR DAILY AND MONTHLY TARGETS AND ALSO EXCEEDE THEM IF POSSIBLE.

CURRENT JOB

Company: FNB

Position: Business Banker/ Administrator

Period: 2015- Till current

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