Bridgett Danisile Mokoena
Financial Consultant
Witbank
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in sales and financial banking, . Highly motivated Financial consaltant . Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Motivated consultant with experience guiding clients on financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
12
12
years of post-secondary education
2
2
Languages
Work History
Financial Consultant
Old Mutual Finance
Witbank
06.2019 - Current
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Went above and beyond with service to promote loyalty and support bank goals.
- Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
- Educated customers about available services, products and bank resources.
- Investigated disputes and handled suspected fraud with diligence and attention to detail.
- Monitored and verified suspicious activity on customer accounts.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Educated customers on online banking and mobile banking applications.
- Referred customers to other banking departments for specialized services.
- Received loan and utility payments, sending funds to correct destinations.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Cross-sold credit cards, loans and other bank products.
- Counted, verified and handled bank deposits and armored car transactions.
- Calculated fees due, interest and change for customer transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Handled various accounting transactions.
- Collected feedback from customers to help improve service delivery and banking processes.
Sales Representative
Lewis Stores
EMALAHLENI
02.2017 - 06.2019
- Developed and delivered engaging sales presentations to convey product benefits.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
- Met existing customers to review current services and expand sales opportunities.
- Built diverse and consistent sales portfolio.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Developed, maintained and utilized diverse client base.
- Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Kept detailed records of daily activities through online customer database.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Negotiated prices, terms of sales and service agreements.
- Attended monthly sales meetings and quarterly sales trainings.
- Informed customers of promotions to increase sales productivity and volume.
- Recorded accurate and efficient records in customer database.
- Drove store revenue by offering customers accessories and related purchases to complete selections.
- Contributed to team objectives in fast-paced environment.
- Set and achieved company defined sales goals.
- Generated advertising brochure for vendor use.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Sales Assistant
Tekkie Town
Witbank
12.2016 - 12.2017
- Assisted customers with prompt and polite support in-person and via telephone.
- Helped customers locate products and checked store system for merchandise at other sites.
- Fielded customer questions to share information about products, availability, and pricing.
- Collaborated with sales and marketing teams to establish accurate representation of products marketed to customers.
- Gathered and prepared sales materials in preparation for sales meetings.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Kept detailed records of daily activities through online customer database.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Education
Matric
Greendale School
Emalahleni 01.2005 - 11.2016
Skills
Savings accounts
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Financial Consultant
Old Mutual Finance
06.2019 - Current
Sales Representative
Lewis Stores
02.2017 - 06.2019
Sales Assistant
Tekkie Town
12.2016 - 12.2017
Matric
Greendale School
01.2005 - 11.2016
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