Financial Advisor Branch Manager
Resume:
MMAKGOSI MORUDU
Contact Information
Atteridgeville
Pretoria
0008
********.*******@*****.***
\ BRIEF INTRODUCTION:
I am a Financial Services professional who is completing her Business Administration Bachelor’s. I have 20 years’ overall work experience with 16 of those years being in the banking sector. My most recent positions are Financial Advisor at Elevation Financial Advisory Services and Branch Manager for Standard Bank. I am looking to join a company that will further grow my skills and competencies, and utilize my valuable experience, while I make positive contributions to its goals and outcomes.
PERSONAL INFORMATION:
First Names : Mmakgosi
Surname : Morudu
Date of Birth : 1979/11/23
Race : African
Gender : Female
Nationality : South African
Home Language : Setswana
Other Language : English, isiZulu, Afrikaans, Sepedi Driver’s License : Code B
EDUCATION:
Institution: Qualification: Year Completed
Unisa
Bachelor of Business Administration
In progress
(3rd year)
FPI RE(05)
2016
Cornerstone
Performance
Solution
Banking Certificate
2018
Unisa
Banking Service Advice Certificate
2004
Havatech Pretoria
Computer Literacy/ Office
Administration Certificate
2002
Credo College
Business Management Diploma
1998
Laudium Secondary
School
Matric
English HG
Afrikaans HG
Mathematics SG
Accounting SG
Economics HG
Physical Science SG
1997
SKILLS AND EXPERTISE:
● Communicating and Influencing
● Supervision
● Performance Management and Development
● Conflict Management
● Driving Performance
● Sales
● Recruitment and Selection
● Teamwork and Collaboration
● Decision Making
● Planning and Organizing
WORK EXPERIENCE:
1. 1.Organization : Masego Eatery
Position : Director
Duration : August 2024 to date
1. 1.Organization : Sanlam
Position : Financial Advisor
Duration : January 2024 to September 2024
Responsibilities :
Understand client’s financial needs.
Determine client’s expenses, assets, level of income, insurance coverage.
Answer client’s questions and address concerns.
Give clients advice about Financial planning.
Regularly review client’s bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
2.Organization : Elevation Financial Advisor Services Position : Financial Advisor
Duration : Aug 2022 to date
Responsibilities :
Understand client’s financial needs.
Determine client’s expenses, assets, level of income, insurance coverage.
Answer client’s questions and address concerns.
Give clients advice about Financial Planning.
Regularly review client’s bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
3.Organization : Roritumi Logistics
Position : Coordinator- Temp
Duration : Jan 2022 to June 2022
Responsibilities :
● Communicating with clients about projects, events or campaign expectations and goals
● Collaborating with clients and other team members on allocation of funds
● Delegating tasks to appropriate team members
● Managing deadlines and progress across the team to ensure the project is delivered on time and on budget.
● Collecting and analyzing feedback from customers and other project users to gauge satisfaction and success.
WORK EXPERIENCE:
4.Organization : Standard Bank Gezina Branch
Position : Branch Manager
Duration : May 2019 - Aug 2021
Responsibilities :
● Leading a team.
● Ensuring that performance management is done.
● Performance appraisals.
● Goal setting.
● Ensuring that targets are met.
● Ensuring that compliance with all prescribed legislation is adhered to.
● Ensuring that the branch’s financials grow on a yearly basis.
● Monthly presentation of the overall branch performance. 5.Organization : Standard Bank Tshwane Area
Position : Regional Service Center Manager
Duration : Sep 2014 - Apr 2019
Responsibilities :
● Leading a team of five Service centers/ branches.
● Ensuring that sales targets are met. Handling customer complaints.
● Handling the recruitment process for all five branches.
● Handling the disciplinary Enquiries. Ensuring that the centers’ financials grow year on year.
6.Organization : Standard Bank Montana West End Pretoria Position : Team Leader Customer Service
Duration : 28 Aug 2011 - 31 Aug 2014
Responsibilities :
● Ensuring that the branch team provides excellent customer experience to clients.
● Analyze customer trends.
● Ensuring that direct reports meet their sales targets.
● Ensuring that performance discussions are conducted with direct reports. 7.Organization : Standard Bank Van Der Walt Street Position : Senior Sales Float, CIC, Enquiries Clerk, Team Leader Enquiries
Duration : Mar 2005 - Aug 2011
Responsibilities :
● Opening new accounts and investments products for customers.
● Profiling customers and providing the best solutions to them.
● Providing excellent customer experience to clients.
● Issuing cards, cheque books and dealing with all enquiries that customers had.
● Acting with the highest level of integrity
8.Organization : Edcon-Jet Van Der Walt Street
Position : Cashier/ Cash office assistant
Duration : Nov 2002 - Feb 2004
Responsibilities :
● Assisting other cashiers to balance their tills.
● Balance all the tills in the store at the end of the day.
● Ensuring that pick up is done throughout the day to avoid cashiers being over limit.
9.Organization : Shoprite Daspoort
Position : Cashier
Duration : Sep 1998 - Oct 1999
Responsibilities :
● Full knowledge of register operations; pro-active approach to running register when/if needed.
● Maintain a clean, neat, organized, and safe work environment.
● Greet all Customers and provide them with prompt, courteous service and assistance.
● Understand operation of cash register and follow all cash handling procedures.
● Accurately identify and scan product under correct department (when necessary).
● Perform all duties in accordance with all ShopRite Service Priorities (Safety, Friendliness, Presentation, and Efficiency).
● Maintain punctual and regular attendance.
REFERENCES:
Elevation Financial Advisory Services/ Sanlam
Darryn Singh
Managing Partner
******@************.**.**
Standard Bank Tshwane
Gilbert Motokolo
Head: Consumer – Tshwane Area
*******.********@************.**.**
Roritumi Logistics
Sipho Mazibuko
Manager
Shoprite Daspoort
Agnes Modiba
Supervisor
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