Summary
Work History
Education
Skills
Personal Information
Accomplishments
Timeline
Generic

Brenda Mimi Komane

Personal Financial Advisor
Dennilton

Summary


Professional financial advisor with solid foundation in investment strategies, retirement planning, and risk management. Proven expertise in guiding clients towards achieving financial goals through tailored advice and strategic planning. Strong emphasis on team collaboration and adaptability to meet changing client needs. Known for integrity, analytical skills, and client-focused approach.

Work History

Personal Financial Advisor

Aspires to be a Financial Advisor
06.2024 - Current
  • Improve Client Financial Stability by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions
  • Monitored and updated financial plans to comply with client goals.
  • Initiated customer relationships through prospecting, lead utilization, local market and community involvement.

Financial Associate

Avbob Life Dennilton
01.2024 - 05.2024
  • Marketing of Funeral Insurance, Savings Plans And related Product
  • Recruit Funeral for the Funeral Division
  • Opened accounts for new and existing customers and assisted customers in completing application forms.

Financial Services Consultant

Joshua Doore
04.2011 - 04.2014
  • Capturing Customers Information and Assessing Financials
  • Explaining the various product of Life/Goods Cover and Insurance Plans
  • Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.

Cashier

King Pie
04.2011 - 04.2014
  • Welcomed customers and helped determine their needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.

Education

Grade 12

O R Tambo Comprehensive School
Dennilton
04.2001 -

Fundermantal Computing - Level 1

Mentum College
Dennilton
04.2001 -

Financial Manangement Bridging Certificate - N4

Oxbridge Academy
Cape Town, South Africa
04.2001 -

Skills

Prospecting

Personal Information

  • Date of Birth: 05/02/89
  • Gender: Female

Accomplishments

  • Achieved Class Of Business Certificate by completing Long-term Insurance and Short-term Investment with accuracy and efficiency.

Timeline

Personal Financial Advisor

Aspires to be a Financial Advisor
06.2024 - Current

Financial Associate

Avbob Life Dennilton
01.2024 - 05.2024

Financial Services Consultant

Joshua Doore
04.2011 - 04.2014

Cashier

King Pie
04.2011 - 04.2014

Grade 12

O R Tambo Comprehensive School
04.2001 -

Fundermantal Computing - Level 1

Mentum College
04.2001 -

Financial Manangement Bridging Certificate - N4

Oxbridge Academy
04.2001 -

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Brenda Mimi KomanePersonal Financial Advisor