BETH BUSISIWE ZUMA
FINANCIAL CONSULTANT
Barberton,MP
Summary
Accomplished Financial Consultant with expertise in debt management and customer service, previously at Old Mutual. Expanded client base and enhanced satisfaction through strategic marketing and personalized financial guidance. Trained sales teams at Truworths, boosting revenue and cohesion. Proficient in credit analysis and financial services, delivering tailored solutions to meet diverse client needs.
Overview
8
8
years of professional experience
3
3
Languages
Work History
Financial Consultant
Old Mutual
BARBERTON
08.2019 - Current
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
FLEXI SALES EMPLOYEE
Truworths
EMOYENI MALL
03.2018 - 07.2019
- Drove team revenue totals by bringing in top sales numbers.
- Trained junior sales staff on best practices, improving overall team performance and cohesion.
- Educated customers on new arrivals and future product arrivals to boost future revenue.
- Boosted sales by building strong relationships with clients and understanding their needs.
- Increased customer satisfaction by providing personalized product recommendations based on individual preferences.
Education
High School Diploma -
HOERSKOOL SYBRAND VAN NIEKERK
Sabie, South Africa 04.2001 -
Skills
Debt management
Credit analysis
Financial services
Customer service
Banking
Timeline
Financial Consultant
Old Mutual
08.2019 - Current
FLEXI SALES EMPLOYEE
Truworths
03.2018 - 07.2019
High School Diploma -
HOERSKOOL SYBRAND VAN NIEKERK
04.2001 -