P ROFESSIONAL P ROFILE
**********@*****.***
I am a hardworking lady, who always carries out tasks given to the best of my abilities. I am always ready to learn and guarantee satisfactory results. I always strive to be an asset and give my all.
C.T/ Centurion
P ERSONAL DETAILS
South African
740-***-**** 081
Single
One Dependent
Code 08 Drivers License
Availability: 1 months’ notice
EDUCATION P ROFESSIONAL EXPERIENCE
MATRIC
Masiphatisane Senior Secondary
1994
N.DIP IN LOCAL GOVERNMENT
CPUT
1998
F I N A N C I A L A D V I S O R
Old Mutual, October 2016 - Current
o Providing financial advice after doing a full financial analysis report, which includes scrutinizing bank statements, payslips etc o Advising clients on shortfalls and how to bridge gaps regarding retirement annuities, savings, investments, life cover, disability and severe illness cover and funeral cover.
o Referral of clients needing debt consolidation, home and car insurance and loan approval.
o Compliance with FICA documents as well as PPI AND TCF as required by financial regulations.
o Capturing all information on laptop or paper applications accurately and timeously.
o Maintaining a relationship with clients and performing regular follow- ups.
o Attending and completing all relevant workshops. o Keeping track of all personal business through the process of submission, management approval, approval of releasers, cases being issued, and initial payment being made by clients.
o Keeping record of all sales.
o Impeccable track of odometer readings and recording thereof for petrol allowance.
S E N I OR C U S T OMER R E P R E S E N T A T I V E Bidvest, 2008 - 2016
o Signing up both local and international customers o Costing
o Issuing invoices
o Making reservations
o Welcoming customers
o Stock control
o Deliveries
o Collections
o Dealing with VIP
S K I L L S
T E C H N I C A L
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Microsoft Windows
S K I L L S
P R O F E S S I O N A L
• Report Writing
• Decision Making
• Planning
• Organisational Skills
• Customer Service
• Responsibility
• Results Driven
• Team Orientated
• Flexible
• Pro-active
PORTIAREWU
o Loading vouchers
o Telephone queries
o Rates quotations
o Compiling report on monthly basis
o Booking vehicles for clients.
Reason for leaving:
Couldn’t work shifts due to being a single mother
C U S T OMER S E R V I C E
Woolworths Head Office, 2004- 2008
o Incoming and outbound calls
o Calling customers regarding their accounts in arrears o Selling products and promotions
Reason for leaving:
Contract Ended
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ REFERENCES
MOGAMMED SALIE
SUPERVISOR
Old Mutual
HEIDE DREYER
TEAM LEADER
Bidvest Car and Van Rental
MZIMKHULU HOBONGWANA
City of Cape Town