BONGANI ISHMAEL NGUBENI
Sales Agent CRM Business Development
**********@*****.***
Vosloorus, Gauteng
Code 10 Driver's Licence
PROFESSIONAL PROFILE
Experienced Sales, Customer Service and Business Support Professional with over 15 years of experience in banking, financial services, business funding and client-facing environments. Proven ability to build strong customer relationships, generate business opportunities and support clients throughout the sales process. Confident communicator with expertise in prospecting, cold calling, financial product sales and business development support — results-driven and passionate about delivering the right solutions while contributing to business growth and client satisfaction.
KEY SKILLS
Sales & Customer Service
Client Relationship Management
Lead Generation
Cold Calling
Business Development Support
Financial Product Knowledge
Customer Retention
Negotiation & Communication
Data Capturing & Administration
Microsoft Office Suite
Problem Solving
Teamwork & Collaboration
WORK EXPERIENCE
Phakamani Impact Capital
Administrative Assistant & Project Management Assistant March 2022 – Present
–Engage with business owners regarding funding applications and assess client information.
–Support business development activities, client engagement and stakeholder presentations.
–Assist with loan application processing, reporting and business assessments.
–Build and maintain strong client relationships throughout the funding lifecycle.
–Provide comprehensive client support and contribute to project management activities.
Maccauvlei Learning Academy
Front Desk Administrator February 2021 – February 2022
–Assisted clients and learners with enquiries via phone, email and in-person.
–Managed scheduling, appointments and all administrative support functions.
–Maintained accurate customer records and learner information databases.
–Delivered professional, high-quality customer service at all times.
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Maccauvlei Learning Academy
Sales & Bookings Consultant March 2022 – Present
–Manage course enquiries, bookings and learner registrations.
–Follow up on leads and convert enquiries into sales.
–Maintain customer records and sales activities on Microsoft Dynamics 365.
–Conduct collections and follow up on outstanding accounts.
–Prepare quotations and assist clients with training solutions.
–Provide excellent customer service and after-sales support.
–Build and maintain strong client relationships.
Metropolitan Life
Financial Advisor 2018 – 2020
–Sold financial products and services to new and existing clients through needs analysis.
–Generated leads via networking, prospecting and referral pipelines.
–Prepared quotations, financial plans and tailored solutions for clients.
–Built and maintained long-term client relationships with a focus on retention.
Nedbank
Head Teller & Enquiries Clerk 2013 – 2017
–Assisted customers with banking products, services and account-related enquiries.
–Supported branch sales and service targets consistently.
–Trained, mentored and supervised junior tellers.
–Actively promoted banking products and cross-selling opportunities.
Banking Sector (Contract)
Teller 2007 – 2012
–Processed customer transactions accurately and efficiently.
–Assisted clients with banking enquiries and promoted relevant products.
–Delivered excellent customer service standards throughout each engagement.
EDUCATION
Banking Financial Management (NQF Level 5)
Damelin College 2006
Computer Literacy (Microsoft Office)
Kathorus Management Development Centre 2005
Senior Certificate (Matric)
Ronderbult Secondary School 2003
PERSONAL STRENGTHS
Strong Communicator
Customer Focused
Relationship Builder
Target Driven
Professional & Reliable
Problem Solver
Team Player
Adaptable Learner
REFERENCES
Available upon request.