Versatile Administrative and Client Services Professional

Bonolo Mmarona

Mogale

PROFESSIONAL SUMMARY

I am a motivated and reliable professional with a strong background in administration, customer service, and financial advisory. Experienced in project coordination, client relations, and sales support within the financial and retail sectors. Skilled in managing client portfolios, preparing reports, and ensuring seamless operational efficiency. Known for excellent communication skills, attention to detail, and the ability to build lasting client relationships.

WORK HISTORY

Financial Advisor

Old Mutual Oct 2023 – Nov 2024

Assessed clients’ financial needs, goals, and risk tolerance.

Provided advice on investment planning, insurance coverage, and cash management.

Prepared financial summaries and performance reports for clients.

Monitored and updated client portfolios regularly.

Built and maintained strong, long-term client relationships.

Ensured continuous communication to stay informed of client circumstances.

Project Administrator

IALE Institute Jun 2023 – Sep 2023

Monitored and reported on project performance and progress.

Served as the main contact for all project participants and stakeholders.

Prepared project documentation and analyzed risks.

Tracked and managed project resources and materials.

Generated and presented project status reports to management. Service Consultant

Capitec Bank, Bloemfontein Apr 2013 – Sep 2016

Assisted clients with account openings, loan applications, and transactions.

Processed cash and ensured accurate record keeping.

Consistently met individual and branch sales targets.

Delivered professional customer service and maintained client satisfaction.

Handled administrative duties including filing and documentation. 40 Van Dalsen Street, Pretoria

West, 0183

078-***-****

*********@*****.***

SKILLS

Reliable, professional, and

adaptable to new environments

Great communicator and team

player

Analytical thinker with

problem-solving ability

Comfortable managing multiple

priorities simultaneously

Motivated to learn and grow within

administrative or sales environments

LANGUAGES

English

Afrikaans

Tswana

EDUCATION

Diploma in Retail Business Management (2021)

Sol Plaatjie University, Kimberley

Modules:

Retail Operations Management, Retail Research, Labour Law, Retail Projects Higher Certificate in Graphic & Web Development (2010) CTU Training Solutions, Bloemfontein

Modules:

Graphic Design, Media Design, Web Design, Web Development REFERENCES

Vicus Kammies Old Mutual 072-***-****

Nombulelo Mjezu Capitec Bank 068-***-****

Dr Allen Mutono IALE Institute 081-***-****

Isaac Patsa Sol Plaatjie University 083 618 431

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