PROFILE

WORK EXPERIENCE

Tebogo Millicent Morake CURRICULUM VITAE

Braklaagte

Rwaneng Section

House no 30165

060*******

adwrp9@r.postjobfree.com

Im a self motivated person, a hard worker and a go getter, through my experiences, I have learned that it takes focus, dedication and motivation to reach objectives.

I have 3 months experience in Data Collector, whereby i was mapping and enumirating households, i ensured that the data collected was well organised and accurate and present the findings to the management.

I also have 1 year experience in Financial Advising, I was providing Cliets with optimalassistancewith their retirements planning, investment advice, funeral plans and overall support managing their finances.

Also highly organised administrative proffessional with an experiencein a busy office environment, maticulous in my data collation and presentation, setup and maintain records incorporating critical information.

2022 - 2022 DATA COLLECTOR

RESPONSIBILITIES INCLUDE:

Mapping and Enumerating Households

Analyse data and present your findings to management Compile data into digestible planograms

Ensure all data is organised and accurate

2019 - 2020 OLD MUTUAL FRANCHISE MAFIKENG

POSITION HELD: FINANCIAL ADVISOR

RESPONSIBILITIES:

Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.

Based on individualized needs analysis, prepares

recommendations for customized financial solutions to current and potential customers.

Profiles customers and deliver recommendations to ensure these needs are met.

Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.

Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.

Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs. Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.

Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.

EDUCATION

Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.

Understands and adheres to the company’s risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Completes other related duties as assigned.

2014 - 2014 RETLAKGONA PRIMARY SCHOOL

POSITION HELD: ADMINISTRATIVE ASSISTANT

RESPONSIBILITIES INCLUDE:

Answer phones and greet visitors

Schedule appointments and maintain calendars

Schedule and coordinate staff and other meetings

Collate and distribute mail

Prepare communications, such as memos, emails, invoices, reports and other correspondence

Write and edit documents from letters to reports and instructional documents

Create and maintain filing systems, both electronic and physical

Manage accounts and perform bookkeeping

LANGUAGES

HOBBIES

SKILLS

2014 - 214

PC Training and Business College

NQF 4 Business Administration in Specializations with Human Resource Management

MODULES PASSED INCLUDE:

Communication in a workplace

Writting Effectively

Mathematical Literacy

Understanding the Business Environment

Managing Effectively

Ethics in the workplace

Practical Finance

Human Resource Management

Communication in 2nd Language

2009 - 2011 BETHEL HIGH SCHOOL

SUBJECTS PASSED:

Setswana

English

Afrikaans

Mathematical Literacy

Life Orientation

Computer Applications and Technology

Setswana: Read, Write and Speak

English: Read, Write and Speak

Africans: Read and Write

Reading

Writting

Travelling

Learning new things

REFERENCES

Good Communication

Problem Solving

Critical Thinking

Administrative

Team Work

Report Writting and Editing

Data Analysis

Emotional Intelligence

Flexibility

Time Management

Customer Service

Financial Assistant

Sales Proficiency

Office Protocols And Procedures

DEPARTMENT OF STATISTICS SOUTH AFRICA

Field Operations Officer/Supervisor :

Victor Lekagane

Contact no: 065-***-****

OLD MUTUAL FRANCHISE MAFIKENG

Supervisor: Mpho Siziba

Contact no: 072-****-***

Retlakgona Primary School

Principal/Mentor: Thomas Rankeng

Contact no: 082-****-***

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