Financial Advisor with Portfolio Management Experience
Resume:
CONTACT DETAILS
ishepisodanieltuiangmail.com
EDUCATION
National diploma in marketing
Tshwane university of technology
Matric
Reitumetse high school
2008
SKILLS
Financial planning
Investment management
Risk management
Client relations
Team work
communication
TSHEPISO DANIEL TUTJA
Financial advisor
SUMMARY
Financial advisor with a four years of experience providing comprehensive financial advice to individual and organization. Proven track record of suCcessful cient relationships ond portfolio management.
EXPERIENCE
Financial odvisor: Sankam Sky
March 2023 - april 2024
"Successfully managed a portfoio of cleants
"Providing ... Them with comprihensivefinancial planning and investment odvoice
"dvice clients on diffent risk produrs such as funeral plans and ife covers
"developing and monitoring long team rekationship with client to maimize customer satisfaction and oyatty
Premier financial advisor: Momentum Metopolion
August 2021 - march 2023
•SUccessfully managed a portfolio of cleants
*Proviaing Them with comprihersivefinanciol płaning and investment odvoice
"advice chents on diffent risk produrs such as funera plans and ife COvers
"developing and monitoring long team relotionship with client to moximize customer satisfaction and loyolty
Receiving manoger: Bidfocod
June 2016-july 2021
*reciving manager
reccovery goods
'abiding to food safety rales
gv goods received voucher
Senior financial advisor: Lbety e
June 2017-juna 2021
'Successfully monoged a portfoio of cleants
"Providing Them with comprihensivefinancial planning and investment odvoice
"advice cients on diffent risk produs SUch as funeral pans and ife covers
"developing and monitoring long tearm relationship with client to maximize customer satisfaction and loyatty
REFERENCE
Neo Chsa: Metropolitan Manager
Olebogeng Morekhure: Sanlam Manoger
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DeVNG LiCENCIE
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02/90082245524081t
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RANG
REPUBLIC OF SOUTH AFRICA
VERANDE DATVOLGEN RING
NATIONAL IDENNTITYCARD
Surnarie
TUTJA
Names
TSHEPIso DANIEL
Sex
M
Nationality
RSA
identity Number
Date of Birth
Cpnditions
This cerd as bedn issued by thé
Department of Rome Affairs in terms of the
ldentification Act, Act 6e of 197
24 AUG 1900
Country of Birth
RSA
pteang netun te the Deoatmeet of Home Atals
Fer eneiv er vertfleaion purpeeos oontact Oe00 0 11 D0 Status
CITIZEN
Dale of lssue:
26 MAY 2016
102098091
SUID-AFRIKAANSE POLISIEDIENS
RIETGAT SAPS
Signatura:
2026 -02- 17
COMMUNITY SERVICE CENTRE
SOUTH AFRICAN POLICE SERVICE
Subjects
National Senior Certificate
ldenti ty numbar go08245524081
Mathematicrt tteřacy
Life Orientation
Accounting:
Busi ness Studiés
Economics
REPUBLIC ÖF SOUTH AFRICA:
Seped i Home Language
Engl ish First Addtifonai Language
*tttttt*t*
Awarded to
Taheplsp DanisLTutịa
Chiel Executive officer
U MALUST
This cand i da tes awafded the Wationa F Sentor Cer tiflcate and -has met the minimum 'requirenentsfor admissiori' to diplom or- higlker cer ti ficate study as gazetted for adnịsslon to,htgher edieatlon, subit to the admission requi remen ts of the hfarer 'edučat ion: fnsti tüti on: concerned. With effect. from Decembar 20oe
Thit cartificate is inoed vitiost aharation.ar erasure af amy kind. Achi evement
41evel
PED RUE CORY
ARRHEEAFRIF
Dee rVBre far me
Couneil for uality Assurance in
General and Further Education and Training
South Africa
HISCERNCATITUNTED ON WMARE-PLAS HOLD UP TO TNE Gh IO VIRY Powered by cs CamScanner
Tshwane University
of Technology
NATIONAL DIPLOMA
M0243461
Maaraelor an& P-ipal
Oy behat of Cound ang Sanata
We er.iDE: e0pie
MARKETING
Aivarcc ir.
TSHEPISO DANIEL TUTIAFIED TRUE
OCOPY
Having compiied with the
Requiremenits of the Aci and Siafhe
2014,-42-19
D721E
ARMERKTE AFSKRIF
19998-4
hrie Unàenty at Taonaogy temety kra& an a
GNAIURE
SRCULES 338
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