Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Interests
Timeline
Generic

Cameron Coleman

Manager
Amanzimtoti

Summary

I have gained allot of experience in the financial world in the last 5 years as I am Results-driven and enthusiastic. I am always up for a challenge and love to learn new skills and build knowledge. In my recent occupation as a financial advisor at Envestpro (affiliated to the Liberty Group Limited) , I provide tailored financial solutions to clients based on their needs and goals. I have over five years of experience in the financial services industry, where I have built and maintained strong relationships with internal and external stakeholders, delivered agreed results, and managed risk according to best practices and standards. I am passionate about creating synergy and value for my clients and my organization, and I am always eager to learn and grow in my field.

Overview

6
6
years of professional experience
3
3
Certifications
2
2
Languages

Work History

Gantry Manager

BRS GROUP
09.2024 - Current

In charge of site and workers. Dealing with crew ship engineers and transport owners to make sure the offloading goes as smooth as possible and reach the destination on time without any issues.

Financial Advisor

Envestpro
03.2024 - Current
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Streamlined client onboarding process, ensuring smooth transition to our financial management services.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Implemented risk management strategies for clients, protecting their assets from market volatility.

General Sales Manager

Juice Up
07.2023 - 03.2024
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.


Client Specialist

Nedbank
06.2018 - 07.2023
  • Enhanced customer satisfaction by addressing and resolving complex issues in a timely manner.
  • Interacted with team members across departments to research and resolve customer issues.
  • Responded to all client inquiries and asked appropriate questions to facilitate resolution.
  • Provided suggestions for process, application or documentation improvement.
  • Create synergy and build relationships with internal stakeholders by participating in collaboration meetings and adhering to standard operating procedures.
  • Ensure work completed to plan, progress reviewed, and corrective action taken by monitoring activities, reviewing action plans and taking corrective action.

Education

High School Diploma -

Kuswag School
Amanzimtoti Kzn
04.2001 -

Skills

Management

Operations Management

Problem-Solving

Customer Service

Staff Development

Decision-Making

Staff Management

Operations Oversight

Strategic Planning

Investment planning

Client Relations

Insurance decisions

Sales and Marketing

Operations Management

Problem-Solving

Customer Service

Staff Development

Decision-Making

Staff Management

Operations Oversight

Strategic Planning

Certification

Money Laundering Detection and Investigation

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Documented and resolved client issues which led to client satisfaction and needs
  • Resolved product issues
  • Brought in new customers.

Interests

Golf

Hiking

Mountain Biking

Reading

Sports

Timeline

Gantry Manager

BRS GROUP
09.2024 - Current

Financial Advisor

Envestpro
03.2024 - Current

General Sales Manager

Juice Up
07.2023 - 03.2024

NQF 4 in Banking

10-2021

Money Laundering Detection and Investigation

02-2021

Client Specialist

Nedbank
06.2018 - 07.2023

Matric Certificate

11-2017

High School Diploma -

Kuswag School
04.2001 -
Cameron ColemanManager