Financial Consultant
Resume:
XOLILE STHEMBILE SHABANE
*****************@*****.***
070127 umzinyathi area Inanda Durban 4310
Summery
Highly motivated and trained financial sales consultant with 5-8 years experience in sales,customer service,new business development and administrative role.A team player with excellent communication skills who is a reliable,efficient and eager professional able to work with little oversight. With extensive product knowledge across a wide range of financial products/services and banking solutions combined with consistent relationship building and closing skills I am able to deliver above targets and expectations.
Experience
Old Mutual Finance
01/03/2016 -
Financial consultant
Key Responsibilities
Reaching and exceeding set out monthly business targets using customized sales and marketing techniques to successfully sell/upsell/cross sell financial services/products( I.e loans,banking solutions and insurance policies) to new and existing clients
Providing tailored exceptional customer service to existing clients in order to retain client satisfaction,loyalty and obtain referrals for potential new clients increasing and closing sales by identifying gaps during servicing individual clients and creating product need for all financial products offered Generate new business and Increase number of new clients through successful networking,cold calling, sms campaigns and partnering with other financial institutions to obtain referrals
Maximizing company profits by ensuring that all monthly installments and premiums are received via courtesy calls to existing clients and daily debt collections for arrears or unpaid accounts
Achievements & Highlights
Giants club member(National sales top achievers' club) Top collections performance on a monthly basis(between 96%-98%) Top Net Promoter score (NPS) from customer service ratings(90%-95%) on a monthly basis
Old Mutual Finance
01/03/2012 - 01/03/2016
Client Relations Consultant
Key Responsibilities:
Providing administrative support to management and sales tea Set a welcoming and professional tone in the branch as the first contact with clients
Act as PA to branch manager and assist with daily and monthly reports Responsible for sending and receiving correspondence, couriered documents and office supplies
Managing and taking minutes for daily meetings and weekly training Ensuring that branch flow between the different business departments is well executed leading to satisfied clients and increased productivity Achievements & Highlights
National Award of excellence(2014)
Promotion to higher ranking role(2016)
Edcon
01/09/2011 - 01/03/2012
Call centre agent
Key Responsibilities:
Ensuring that all incoming calls are answered according to quality assurance scripts while making sure they end with a closed sale of any of the financial services/products offered by company(clothing accounts, lifestyle clubs memberships and insurance policies)
Assisting customers with credit applications
Providing the best customer service possible by ensuring that all customer queries and complaints are attended to promptly and professionally Updating of customer personal information
Reaching and exceeding of monthly business sales targets
Education
Durban university of technology
2011
National diploma marketing
Parkhill secondary school
2007
Senior certificate/matric
Skills And Competencies
New business development
Cross selling and upselling
Customer servicing
Credit checks and affordability analysis
Exceptional product knowledge
Ability to excel under pressure
Excellent verbal and written communication skills
Networking and relationship building
Customer retention
Office management (administrative)
Ms office(word,excel,outlook,powerpoint)
Record keeping & filling
Sourcing & research
Project coordinating
Time management and organizational skills
Reference
Phindile Mnikathi - "Old Mutual finance"
Branch Manager
Phindile.mnikathi@omfinance.co.za
Lihle Radebe - "Old Mutual Finance"
Area manager
thembelihle.radebe@omfinance.co.za
Contact this candidate