Trainee Financial Advisor with Wealth Management Training
Resume:
Cindy Joyce Tau
***** ******* *******, ******** ****
078-***-****/081-***-****/060-***-**** *******@*****.*** Experience
KBS Spikes - Wealth Management Learnership (Sanlam) Trainee Financial Advisor
Attending Wealth Management theory training and assessments. Obtaining an in-depth of Wealth Management and what it entails. Providing sound financial advice and a high level of client service to potential and existing clients as part of training.
Remaining up to date with and continuously adhering to compliance and quality standards. Reaching out to SMEs to prospect and convert into possible leads. Conducting outbound telemarketing and follow-up calls. Identifying risks and flagging potentially fraudulent activities. Conducting cold and warm calling outreach.
Creating opportunities to clients optimisation and cross selling value added products. Keeping up to date with own registration, product knowledge and maintainance of own CPD points. Continuously having an understanding of customers needs and financial goals and providing the right affordable product to best suit their interest.
Keeping and storing relevant records of advice.
Logging all activities as per regulations and standard operating procedures, and providing data to relevant stakeholders to inform reporting and decision making. Updating and informing customers on new products and changes in existing products. Managing, reviewing and incorporating the implications of product changes on the customers portfolio. Servicing and managing all client profiles to ensure clients remain on the books. Lewis Group
Sales Advisor
Successfully converted cold and warm leads into succcessful sales. Reached out to SME clients in order to prompt sales. Developed leads through B2B and B2C channels.
Effectively marketed and merchandised products that were on special. Archieved daily, weekly and monthly sales targets. Performed outbound telemarketing and follow-up calls. Made use of various sales technique methods to generate sales. Went out to the field to hand out promotion catalogues and to recruit new customers for possible sales. Maintained an exellent client service at all times. Gained an understanding of what their client base's needs and preferences were and their expectations walking into the store.
Made appointments with clients for house calls as a follow up method. Welcomed and interacted with clients to established relationships for future business. Kept up with product knowledge, selling skills and sales techniques to boost sales. Retailer Solutions (Smollan)
Visual Merchandiser
Set up product displays according to promotions, seasonal themes and store plans as a marketing strategy.
Carefully followed the correct shelf layouts (planograms) and merchandising standards. Removed old, damaged or expired stock and replaced it with fresh stock. Effectively installed banners, flags and promotional material in store to boost sales. Made sure shelves are fully stocked, clean and well organised at all times. Randomly tracked stock on shelves and updated counts in the store system. Placed orders when needed, in order to avoid out of stock items. Completed reports on stock that is close to expiry and shared them with the team. Supported the company's values and contributed to achieving sales and return targets. The Department Of Education (Tiego Tawana Secondary School)) Educators Assistant
Assisted with manual and digital entering of learner performance marks. 10/12/21 - 30/03/23
31/10/17 - 27/01/20
03/05/17 - 30/09/17
25/01/12 - 24/10/15
2007
2009
Facilitated classroom reading period and assisted struggling learners while guiding them. Effectively prepared the classroom and laboratory for lessons. Supervised study periods and group activities whilst maintaining order. Carefully monitored and invigilated examination writing period. Printed bulk copies for exam papers and study materials for learners. Maintained acceptable classroom behavior throughout the day. Maintained a good corperate behaviour and proffesional appearance serving as an example to learners. Phakisa Holdings Group
General Assistant
Worked with client company (Supreme Poultry) being of assistant when and where needed. Randomly assisted with the handing out of proper PPE before shift starts. Maintained housekeeping standards at all times.
Provided an exellent service while adhering to the company's rules and regulations. Carefully followed the health and safety measures around the workplace at all times. Always looked out for and reported possible health and safety hazards in the workplace. Perfomed delegated duties at different departments throughout the firm. Shoprite Group
Cashier
Carefully operated the cash register whilst avoiding shortages and overs by all means. Routinely performed manual and or digital stock taking. Cautiously counted and re-checked daily float money to start shift. Carefully followed safety precautionary measures when handling cash. Delivered an exellent customers service in a friendly but proffesional manner. Effeciently executed all operational activities at the point of sale area in a timely and appropriate manner. Maintained high levels of accuracy when executing transactions. Routinely trained new cashier employees on point of sale operations and cashing up procedure. Fresh Stop Caltex Garage
Customer Service Representative
Carefully operated the cash register and banked generated money in the store safe. Warmly welcomed incoming customers and clients while ensuring an exellent service at all times. Managed registry on all daily engagements with clients and or suppliers and recorded each. Proffesionally established and maintained B2B and B2C relations for future business. Carefully managed the store's filing system of all documents received daily. Conducted outbound calling to suppliers to place orders. Received merchandice and kept a record of invoices. Managed inbound phone calls from suppliers.
Handled customer item returns and exchanges.
Worked day and night shifts respectfully.
Pick n Pay
Retail Assistant
Carefully operated the cash register.
Emptied dirt baskets in the front end.
Managed the Kiosk counter.
Operated the lottery machine.
Carefully packed customer items at the point of sale. Dusted surfaces around the till area.
Gracefully maintained high levels of customer service. Routinely cleaned glass doors and windows.
Assisted at the fruit and veg area, weighing and packaging merchandise. Managed the parcel counter.
Assisted the butchery counter by weighing and packaging meat. Education
Setlopo Science And Commercial Secondary School
Senior Certificate
Grade 12
Prestige Business College
Computer Skills and Internet Training
Certificate
Skills
Telesales Etiquette
Computer Literacy
Ability To Work Independently
Target Driven Approach
Customer Service Exellence
Resilient Attitude
Exellent Communication and Negotiation
Strong Interpersonal Skill
Ability To Persuade
Selling Skill
Money Handling
Team Building
Time Management
Detail Orientated
Reference
Mrs M. Sebetlele - Tiego Tawana Secondary School
Former Educator/Mentor
Mr S. Mojaki - Shoprite Group
Former Shopstewart
**********@*****.***
Mrs A Vadalia - Fresh Stop Caltex Garage
Former Store Manager
*********@*****.***
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