Customer Service Administrative Support
Resume:
SERENGOANE MASEMOLA RESUME *
D.O.B **91/04/30
Pretoria *****.***@*****.***
https://www.linkedin.com/in/permy-masemola-832709185/ Serengoane Permy
Masemola
Professional
Summary
Results-driven Financial Services professional with extensive experience in client management, financial advisory, and sales. Strong background in administrative support, customer service, and problem-solving. Adept at working independently or as part of a team to achieve financial goals and deliver exceptional service. Currently pursuing a BCom in Financial Management to further enhance my expertise in the field. Core
Competencies
i) Financial Advisory & Sales: Expertise in advising clients on financial products, investment strategies, and risk management. ii) Client Relationship Management: Strong focus on maintaining and nurturing client relationships to drive business growth. iii) Customer Service Excellence: Skilled in delivering high-quality service, addressing client needs, and resolving issues promptly. iv) Administrative Support: Proficient in handling various administrative tasks, including data entry, record maintenance, and compliance.
v) Problem-Solving & Decision-Making: Ability to analyze financial data and provide actionable insights to improve client outcomes.
vi) MS Office Proficiency: Advanced skills in MS Office Suite
(Word, Excel, PowerPoint) for financial reporting and presentations.
SERENGOANE MASEMOLA RESUME 2
Professional
Experience
Future Green Dot
Estate Planner
September 2024 – Present
Client Relationship Management
• Build and maintain strong client relationships.
• Understand clients' financial goals, needs, and circumstances.
• Provide tailored financial advice based on individual needs. Financial Assessment and Planning
• Conduct financial needs analyses and develop comprehensive financial plans.
• Recommend suitable products, including investments, insurance, and retirement solutions.
Compliance with Regulatory Standards
• Ensure adherence to FSCA and FAIS Act requirements.
• Stay updated on changes in financial laws and standards to maintain compliance.
Sales and Product Recommendations
• Offer appropriate financial products and explain their features, benefits, and risks.
• Achieve sales targets while ensuring high levels of client satisfaction. Risk Management and Insurance
• Identify potential financial risks and recommend insurance solutions like life, health, or disability coverage.
Investment Advice and Portfolio Management
• Advise clients on investments aligned with their goals and risk tolerance.
• Monitor and manage client portfolios for growth and security. Continuous Professional Development
• Stay informed about financial products, market trends, and regulatory changes.
• Engage in ongoing training to maintain and improve skills. Administrative and Reporting Duties
• Maintain accurate records of client interactions and financial plans.
• Prepare detailed reports on plans, investments, and compliance. Client Education and Support
• Educate clients on financial management and investment strategies.
• Offer ongoing support and make adjustments as client needs evolve.
• Conduct presentations for daily potential clients. SERENGOANE MASEMOLA RESUME 3
Old Mutual Limited, Retail Mass Market
Internal Sales Consultant
August 2023 – August 2024
• Managing a portfolio of clients, providing tailored financial advice, and ensuring client satisfaction.
• Achieving sales targets by promoting and selling financial products, including insurance and investment solutions.
• Conducting regular follow-ups with clients to ensure product satisfaction and identify additional financial needs.
• Maintaining detailed records of client interactions and transactions, ensuring compliance with industry regulations.
Old Mutual Limited, Personal Finance
Financial Adviser
October 2022 – July 2023
• Met with clients to assess their financial situation, goals, and risk tolerance.
• Provided strategic advice on a range of financial products, including investments and insurance.
• Developed financial plans tailored to individual client needs, focusing on long-term wealth growth.
• Ensured compliance with financial regulations and maintained up-to- date knowledge of market trends.
University of South Africa, Student Administration and Registration Administrative Assistant
April 2016 – September 2019
• Assisted students with registration processes, providing accurate information on courses, admission requirements, and university regulations.
• Managed data entry tasks, maintained student records, and handled inquiries efficiently.
• Resolved student complaints and provided ongoing support throughout the registration process.
MBD Legal Collections
Call Centre Agent
May 2014 – September 2014
• Contacted debtors to negotiate payment arrangements and manage overdue accounts.
• Performed administrative duties, including data entry, customer liaison, and reporting.
• Collaborated with creditors to ensure accurate and timely account settlements.
SERENGOANE MASEMOLA RESUME 4
Education BCom in Financial Management (In Progress) University of South Africa, 2020 – Present
Higher Certificate in Banking
University of South Africa, 2018 – 2020
Matriculation
Lesedi Secondary School, 2006 – 2010
SERENGOANE MASEMOLA RESUME 5
References Mr. Duncan Seale
Hall Manager, UNISA
Mrs. Judith Makgamatha
Supervisor, UNISA
Mr. Dunandt Herselman
Division: Personal Finance, Old Mutual
Mr. Abner Ngwasheng
Division: Retail Mass Market, Old Mutual
Mr. Watson Mabogoane
Division: Retail Mass Market, Old Mutual
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