Bonitor Nobuhle Legodi
Financial Advisor
Polokwane
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
Work History
Financial Advisor
Sanlamsky
Polokwane
02.2022 - Current
Salesman
Pam Goldings Properties
Polokwane
03.2021 - 01.2022
- Increased sales by offering advice on purchases and promoting additional products.
- Promoted and up-sold products and services to meet needs of customers.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Negotiated contracts with clients and developed relationships with key personnel.
Team Leader
Icebolethu Funerals
Johannesburg
08.2020 - 03.2021
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Mentored and guided employees to foster proper completion of assigned duties.
- Built strong relationships with customers through positive attitude and attentive response.
- Monitored time and attendance, enforcing compliance with company procedures relating to absenteeism.
- Promoted high standerds through personal example to help each member understand expected behavious and standards.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Managed leave requests and absences and arranged covers to facilitate smooth flow of operations.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Held weekly team meetings to inform team members on company news and updates.
- Reviewed, implemented and updated company records related to team activities for future reference.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Frequently inspected production area to verify proper equipment operation.
- Educated staff on organizational mission and goals to help employees achieve success.
- Generated reports detailing findings and recommendations.
- Gathered, organized and input information into digital database.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Evaluated staff performance and provided coaching to address inefficiencies.
Receptionist
Rand Merchant Bank
Johannesburg
10.2017 - 08.2019
- Answered central telephone system and directed calls accordingly.
- Answered phone promptly and directed incoming calls to correct offices.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Confirmed appointments, communicated with clients, and updated client records.
- Resolved customer problems and complaints.
- Responded to inquiries from callers seeking information.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Managed multiple tasks and met time-sensitive deadlines.
- Kept reception area clean and neat to give visitors positive first impression.
- Maintained confidentiality of information regarding clients and company.
- Corresponded with clients through email, telephone, or postal mail.
- Restocked supplies and submitted purchase orders to maintain stock levels.
- Maintained visitor log for entering and leaving facility for security purposes.
- Assisted with onboarding new clients and securing paperwork completion.
- Answered questions and addressed, resolved, or escalated issues to management personnel to satisfy customers.
- Sorted, received, and distributed mail correspondence between departments and personnel.
- Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
- Helped office staff prepare reports and presentations for internal or client-related use.
- Collected and distributed messages to team members and managers to support open communication and high customer service.
- Operated multi-line telephone system to answer and direct high volume of calls.
- Routed incoming mail and messages to relevant personnel without delay.
- Monitored and screened visitors to verify accessibility to inter-office personnel.
- Scheduled office meetings and client appointments for staff teams.
Education
Higher Certificate - Project Management
University of Johannesburg
Johannesburg 01.2019 - Current
Office Admin Certificate - Admunistration
Millpark Collage
Johannesburg 05.2017 - 05.2018
Skills
Insurance decisions
Investment planning
Investment advice
Financial services
Financial planning
Sales expertise
Financial Advising
Relationship building and management
Timeline
Financial Advisor
Sanlamsky
02.2022 - Current
Salesman
Pam Goldings Properties
03.2021 - 01.2022
Team Leader
Icebolethu Funerals
08.2020 - 03.2021
Higher Certificate - Project Management
University of Johannesburg
01.2019 - Current
Receptionist
Rand Merchant Bank
10.2017 - 08.2019
Office Admin Certificate - Admunistration
Millpark Collage
05.2017 - 05.2018