Business Development Financial Advisor
Resume:
D E T A I L S ADDRESS
JHB
GAUTENG
SA
PHONE
********@*****.***
S K I L L S
Business Development
Lead generator
Target driven
Financial advisor
Ability to Work Under Pressure
Decision Making
Management
Ability to Work in a Team Strategic Planning
Microsoft PowerPoint
MOLEBOHENG MOFOKENG
PROFILE
Results-driven Business Development Manager with 7 years of experience in solution selling and new business development. Highly organized and diligent, with a proven track record of reaching and exceeding challenging sales targets. Adept at planning and multitasking, recognized for exceptional client communication and service, which enhances client retention and generates positive feedback. Demonstrates a strong ability to drive increased sales through effective up-selling techniques and process improvements that enhance profitability. Consistently recognized as Employee of the Month and known for
surpassing sales goals.
Work History
Financial Advisor, Outsurance Centurion 2022 —
Present
1. Client Consultation:Meet with clients to understand their financial goals, needs, and risk tolerance.
Provide personalized financial advice and develop tailored strategies to help clients achieve their financial objectives. 2. Financial Planning:
Assess clients' current financial status and recommend strategies for improvement.
3. Product Recommendations:Recommend appropriate
financial products and services, such as insurance policies, that align with clients' needs.
Stay updated on the latest financial products and market trends.
4. Sales and Business Development:Generate new
business by acquiring new clients and expanding
relationships with existing clients.
Achieve sales targets and contribute to the company's growth by promoting
Project Management Skills Problem Solving .
5. Client Relationship Management:Build and maintain strong relationships with clients through regular
communication and follow-up.
Provide ongoing support and advice, and adjust financial plans as needed to reflect changes in clients’
circumstances.
6. Compliance and Documentation:Ensure all financial recommendations and transactions comply with relevant regulations and company policies. Maintain accurate and up-to-date records of client interactions, financial plans, and transactions.
7. Market Research and Analysis:Conduct research on market trends, financial products, and competitor offerings to provide informed recommendations. Analyze financial markets and economic conditions to guide clients
effectively.
8. Training and Development:Participate in training programs and professional development to stay current with industry standards and enhance skills. Share
knowledge and insights with clients and colleagues to foster a culture of continuous learning.
9. Customer Service:Address clients' questions and concerns promptly and professionally.
Ensure high levels of customer satisfaction by delivering exceptional service.
10. Reporting: Prepare and present financial reports, performance summaries, and investment updates to
clients.
Monitor and review clients’ financial portfolios and make recommendations for adjustments as needed.
Customer Service Representative (BIR), MTN
business
Jun 2016 — March 2018
1. Customer Support:Provide prompt and effective assistance to MTN Business clients through various channels, including phone, email, and chat. Address and resolve customer inquiries, issues, and complaints in a professional manner.
2. Account Management:Assist business clients with managing their accounts, including account setup, updates, and cancellations. Guide clients through MTN Business products and services, helping them understand features and benefits.
3. Product and Service Information:Educate clients about MTN Business offerings, including data plans, communication solutions, and other services. Provide detailed information on product specifications, pricing, and promotions.
4. Issue Resolution:Identify, troubleshoot, and resolve technical issues related to MTN Business services.
Coordinate with technical support teams to address complex issues and ensure timely resolution.
5. Customer Retention:Work to retain existing clients by addressing their needs, providing exceptional service, and suggesting relevant solutions. Implement strategies to enhance customer satisfaction and loyalty. 6. Sales and Upselling:Identify opportunities to upsell or cross-sell additional MTN Business products and services based on client needs. Achieve sales targets and contribute to the growth of MTN Business. 7. Documentation and Reporting:Maintain accurate and up-to-date records of customer interactions, inquiries, and resolutions. Prepare reports on customer feedback, common issues, and services. . 8. Service Improvement:Provide feedback and suggestions for improving customer service processes and policies.
Participate in training and development programs to enhance skills and knowledge.
9. Compliance and Policies: Adhere to company policies, procedures, and regulatory requirements in all interactions with clients. Ensure confidentiality and security of client information. 10. Collaboration:Collaborate with other departments, such as sales and technical support, to provide comprehensive solutions and improve service delivery.
Engage in team meetings and contribute to achieving team goals Skills and Qualities:
• Strong communication and interpersonal skills.
• Excellent problem-solving abilities and attention to detail.
• Ability to handle multiple tasks and work under pressure.
• Knowledge of MTN Business products and services.
• Proficiency in using customer service software and CRM systems. These responsibilities ensure that a Customer Service Representative (BIR) for MTN Business delivers high-quality support, manages client relationships effectively, and contributes to the overall success of the business. Business Representative, Vodacom
Nov 2018 — Nov 2021
• Client Management:Engaged with Small, Medium, and Micro Enterprises
(SMME) to understand their needs and provide tailored solutions. Assisted clients with contracts for various Vodacom products, including FTTB (Fibre to the Building), LTE (Long-Term Evolution), VOIP (Voice Over Internet Protocol), Vodacom Wireless Products, and FTTH (Fibre to the Home).
• Sales and Presentations: Delivered polished and professional sales presentations to individual clients and groups, showcasing Vodacom Business solutions.
Executed sales strategies independently to achieve business targets and drive revenue growth.
• Reporting and Documentation: Prepared and submitted monthly pipeline reports and daily activity reports to track progress and performance. Maintained accurate records of client interactions, sales activities, and service outcomes.
• Lead Generation and Cold Calling:Conducted cold calls to generate new leads and expand the client base.
Identified and pursued potential business opportunities through proactive outreach.
• Customer Service:Provided outstanding customer service, addressing client inquiries and issues promptly and professionally.
Achieved a 98% satisfaction rating in customer service feedback, demonstrating a strong commitment to client satisfaction.
• Independent Work:Operated independently, managing personal sales activities and client interactions to meet or exceed set business goals. Business Development Manager, Vox
Dec 2021 — Nov 2022
1. Client Acquisition and Relationship Management:Identify and target potential business clients to expand the customer base. Build and maintain strong relationships with existing clients to ensure customer satisfaction and loyalty.
Conduct meetings and presentations to understand client needs and offer tailored solutions.
2. Sales Strategy and Execution:Develop and implement effective sales strategies to achieve business development goals.
Identify new market opportunities and trends to drive revenue growth. Negotiate and close contracts with clients for telecom products and services. 3. Product and Service Expertise:Gain a deep understanding of Vox Telecom’s product and service offerings, including internet, voice, data, and managed services. Provide expert advice to clients on the best solutions for their needs and ensure effective implementation.
4. Market Research and Analysis:Conduct market research to identify industry trends, competitor activities, and potential business opportunities. Analyze market data and client feedback to refine sales strategies and improve service offerings.
5. Sales Forecasting and Reporting:Develop sales forecasts and track performance against targets.
Prepare and present regular reports on sales activities, client interactions, and market trends to senior management.
6. Customer Service and Support:Ensure high levels of customer service by addressing client concerns and resolving issues promptly. Collaborate with the support team to provide a seamless experience for clients.
7. Business Networking:Attend industry events, conferences, and networking functions to build professional relationships and promote Vox Telecom’s brand.
Represent the company at external meetings and events to enhance business opportunities.
8. Team Collaboration:Work closely with other departments, such as marketing, product development, and customer support, to align business development efforts with company goals.
Participate in cross-functional projects and initiatives to drive business growth.
9. Proposal Development:Prepare detailed proposals and presentations for potential clients, including pricing, contract terms, and service descriptions. Customize proposals to meet the specific needs and requirements of each client.
10. Process Improvement:Identify areas for improvement in the sales process and client interactions.
Implement best practices and process enhancements to increase efficiency and effectiveness.
Skills and Qualifications:
• Strong understanding of the telecom industry and market dynamics. • Excellent communication, negotiation, and presentation skills. • Proven track record in business development and sales.
• Ability to build and maintain client relationships.
• Analytical skills for market research and sales forecasting.
• Ability to work independently and as part of a team. E D U C A T I O N
Grade 12 Matric, Malvern High School
RE 5
Class of business
Higher Certificate, UNISA
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