Bono Siaga
Johannesburg,Gauteng
Summary
Dedicated financial advisor with a strong aptitude for problem-solving and a commitment to delivering exceptional customer service. Skilled in conducting thorough financial needs assessments and providing tailored solutions to meet individual client goals. Experienced in building and nurturing client relationships, while effectively collaborating with internal teams to ensure seamless service delivery. Thrives under pressure, demonstrating the ability to excel both independently and in team settings.
Overview
1
1
years of professional experience
8
8
years of post-secondary education
2
2
Certificates
Work History
Financial Advisor
NDW Financial Services
Johannesburg
1 2023 - Current
- Conducted financial needs assessments and presented tailored solutions to clients
- Built relationships with clients to identify and address their financial goals and objectives
- Collaborated with internal teams to ensure seamless client experience
- Demonstrated strong communication, interpersonal, and problem-solving skills
- Provided exceptional customer service
- Identified and pursued new business opportunities.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Administrative Clerk( Intern)
Thulamela Local Municipality
01.2017 - 01.2020
- Provided exceptional customer service to municipal customers, responding to inquiries and resolving issues in a timely and professional manner
- Assisted in processing financial transactions, including accounts payable and receivable
- Developed and presented financial reports to management, highlighting trends and areas for improvement
- Demonstrated proficiency in Microsoft Office, particularly in Word, Excel, and PowerPoint.
- Helped maintain a positive office atmosphere with proactive conflict resolution and team-building efforts.
- Supported auditors by efficiently compiling requested documentation.
- Monitored and tracked budgets and expenses.
- Assisted in budget preparation, gathered necessary documentation and performed initial analysis to support financial planning.
Education
Matric -
Thengwe High
01.2010 - 04.2014
National N Diploma Business Management - undefined
Capricorn College For Tvet
01.2015 - 04.2018
Regulatory Examination 5(RE5) - undefined
Moonstone Business School Of Excellence
01.2023 - 04.2023
Class of Business 1: Personal Lines
Integrity Academy
Johannesburg, South Africa 04.2001 -
Class of Business 5:Short-term And Long-term Depos
Integrity Academy
Johannesburg, South Africa04.2024
Skills
Problem solving
Customer service
Active listening
Cold calling
Communication
Attention to details
Persuasiveness
Computer literacy
Client relationship management( CMR)
Data entry
Time management
Team Collaboration
Languages
English
Training
- Class Of Business 1 Pesonal Lines
- Class Of Business 5 Short deposits and Long term deposits
Reference
Thulamela Municipality
Supervisor : Singo V
0728843686
NDW Financial Services
Team leader
Maseko N
0694625619
Certification
Class of Business 1: Short term insurance(Personal lines) lines
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeInternshipLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsPaid sick leaveTeam Building / Company RetreatsHealthcare benefitsWork from home optionQuote
Whether you think you can or whether you think you can’t, you’re right!
Henry Ford
Timeline
Class of Business 1: Short term insurance(Personal lines) lines
04-2024
Class of Business 5: Short term and Long term Deposits
04-2024
Regulatory Examination 5(RE5) - undefined
Moonstone Business School Of Excellence
01.2023 - 04.2023
Administrative Clerk( Intern)
Thulamela Local Municipality
01.2017 - 01.2020
National N Diploma Business Management - undefined
Capricorn College For Tvet
01.2015 - 04.2018
Matric -
Thengwe High
01.2010 - 04.2014
Class of Business 1: Personal Lines
Integrity Academy
04.2001 -
Financial Advisor
NDW Financial Services
1 2023 - Current
Class of Business 5:Short-term And Long-term Depos
Integrity Academy