ABONGILE NOMVALO
CLIENT ADVISOR
Umzimkulu,KZN
Summary
Dynamic Client Advisor with a proven track record at NEDBANK, excelling in relationship management and consultative selling. Achieved significant sales targets through exceptional client interaction and retention strategies. Demonstrated expertise in financial services and a knack for teamwork, contributing to new business development and enhanced customer satisfaction.
Flexible Client Advisor with experience efficiently resolving issues for banking clients and providing operations support. Talented at selling various banking products and services with excellent understanding of basic bank transactions. Dedicated to working weekends and evenings to achieve necessary tasks and meet customer needs.
Qualified with solid background in client advisory roles. Successfully guided clients through complex financial decisions, enhancing client satisfaction and retention. Proficient in relationship management and conflict resolution.
Experienced with client relationship management and financial advisory services. Utilizes strategic planning and communication skills to enhance client satisfaction. Knowledge of conflict resolution and effective client engagement.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
10
10
years of professional experience
10
10
years of post-secondary education
Work History
Client Advisor
NEDBANK
UMZIMKULU
01.2023 - Current
- Excelled in meeting sales targets, contributing significantly to the overall success of the team.
- Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
- Developed strong rapport with clients through active listening and empathetic understanding of their goals and concerns.
- Adhered to AML/BSA requirements, audit procedures, and other regulated banking activity.
- Enhanced client satisfaction by providing personalized advice and tailored product recommendations.
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
- Utilized advanced problem-solving skills to address unique client challenges and identify appropriate solutions.
- Streamlined processes for improved efficiency, enabling quicker response times to client requests.
- Collaborated with team members to develop innovative solutions for complex client needs.
- 'Managed approximately 10 calls, emails and faxes per day from customers.'
Service Consultant
NEDBANK
DURBAN
01.2016 - 12.2022
- Analyzed customer feedback data to identify trends and implement targeted improvements, leading to consistently high satisfaction scores.
- Played an instrumental role in driving organizational growth by securing high-value accounts through strategic networking efforts.
- Provided information about service procedures and expected timelines.
- Provided exceptional support to customers, resulting in a significant decrease in complaint rates.
- Conducted comprehensive needs assessments to identify areas for service improvement and tailored solutions accordingly.
- Consistently met or exceeded monthly sales goals by identifying upselling opportunities during client interactions.
- Collaborated with team members to develop new strategies for enhancing customer satisfaction and retention.
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Managed approximately 30 incoming calls, emails and faxes per day from customers.'
Sales Intern
NEDBANK
DURBAN
03.2015 - 12.2015
- Assisted team members in closing deals by providing additional support or information when needed.
- Addressed customer queries and complaints with prompt and professional responses.
- Generated reports to track sales activity and performance.
- Exceeded personal performance targets regularly while contributing positively toward overall team goals.
- Participated in sales meetings and presentations to gain knowledge and insight.
- Gained extensive knowledge of company products and services, allowing for confident communication with prospects and clients.
- Organized and maintained accurate records of client interactions within CRM systems, streamlining the sales process.
- Shadowed sales professionals to gain deeper insight into best practices and strategies for maximizing sales revenue.
- Provided valuable feedback on client preferences, aiding in the development of targeted sales strategies.
- Executed marketing plans to support new product launches and promotions.
- Supported sales team with administrative assistance such as coordinating paperwork and responding to basic inquiries.
- Increased sales leads by conducting thorough market research and identifying potential clients.
- Conducted market research to assess customer needs and preferences.
Education
NATIONAL DIPLOMA - Marketing
MANGOSUTHU UNIVERSITY
DURBAN 04.2015 - 04.2025
Skills
Client interaction
Languages
English
Upper intermediate (B2)
Interests
SOCIAL MEDIA MARKETING, PHOTOGRAPHY ,MODELLING
Timeline
Client Advisor
NEDBANK
01.2023 - Current
Service Consultant
NEDBANK
01.2016 - 12.2022
NATIONAL DIPLOMA - Marketing
MANGOSUTHU UNIVERSITY
04.2015 - 04.2025
Sales Intern
NEDBANK
03.2015 - 12.2015
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