Financial Services Private Client

Phindile Nkabinde

Newcastle, ** Gerrit Maritz, Barry Hertzog park 072-***-**** **********@*****.***

Professional Summary

Dynamic and target-driven Sales and Service Advisor with 6+ years of experience in financial services. Proven ability to manage clients, exceed sales targets, and deliver tailored financial solutions. Skilled in business development, compliance, market analysis, and providing exceptional after-sales service. Known for professionalism, attention to detail, and the ability to build lasting client relationships.

Core Skills

Private Client Relationship Management

Sales Target Achievement

Banking Product Knowledge

Cross-Selling and Upselling

Compliance & Governance

Market Trend Analysis

Financial Data & Risk Analysis

Teller & Treasury Operations

Microsoft Office Suite

Work Experience

Sales Consultant ABSA, Newcastle Mall Feb 2023 – Feb 2024

Exceeded monthly sales targets through proactive client engagement and financial solution selling.

Provided personalized banking solutions to high-value clients.

Ensured strict adherence to compliance, risk, and audit standards.

Customer Service & Branch Admin ABSA, Newcastle Mall Jan 2021 – Feb 2023

Managed day-to-day branch admin including treasury balancing and cash flow.

Audited financial processing and resolved discrepancies.

Liaised with internal departments to maintain efficient branch operations.

Consultant ABSA, Pongola Jan 2017 – Dec 2020

Developed and managed client portfolios and delivered financial advice.

Assisted in digital transformation through system automation and service improvements.

Prepared client credit proposals and managed post-sale queries.

Administrative Clerk Siyathokozise Community Project Feb 2015 – Jan 2017

Handled admin tasks including financial reporting, event planning, and office coordination.

Ensured financial accuracy in supplier quotes and pricing.

Bank Teller FNB, Johannesburg Nov 2011 – Aug 2012

Processed high-volume cash transactions and balanced ATM/teller drawers.

Followed security procedures and reported potential fraud risks.

Education & Certifications

BCOM Accounting-Milpark Education( current)

NQF5: Banking – Moonstone Education (2020)

RE5: Finance – Moonstone (2018)

National Senior Certificate – Newcastle High School (2008)

Languages

English

isiZulu

References

Mpilo Mthethwa – ABSA Private Wealth 078-***-****

Gina Naidoo – FNB HR 087-***-****

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