Cathrine Kedibone Ngobeni
Financial Service Consultant
245 Basden Avenue, Midknight Valencia. Centurion
Summary
Dynamic financial professional with a proven track record of delivering comprehensive financial advice and innovative solutions. Recognized for exceptional analytical skills and the ability to develop effective financial strategies that drive results. A collaborative team player dedicated to achieving client satisfaction while adept at navigating changing market conditions. Committed to leveraging expertise to enhance financial outcomes and foster long-term client relationships.
Overview
7
7
years of professional experience
2021
2021
years of post-secondary education
Work History
Financial Advisor
Metropolitan
09.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Pursue new clients through establishment of new worksites, cold calling, lead follow-ups, and client visits.
Retentions Advisor
OUTSURANCE
06.2022 - 08.2022
- Retaining clients by making sure they remain part of the company and meeting daily/monthly target set by management.
- Being able to work independently.
- Cross selling additional insurance products while maintaining excellent customer service.
- Dealing with clients queries and complaints on all levels in a competent, efficient and professional way in accordance with the quality standards set by the company.
- Analyzed client feedback to refine service delivery and improve customer satisfaction ratings.
- Implemented strategic initiatives that increased client retention rates through targeted follow-up strategies.
- Dealing with clients queries and complaints on all levels in a competent, efficient and professional way in accordance with the quality standards set by the company.
Sales Consultant
AFRICAN BANK
02.2019 - 05.2022
- Meet and /or exceed sales target set by branch management and responsible for sourcing and developing new contacts/prospects and sales leads through the bank's internal leads campaigns and own referrals.
- Verification of client documents.
- Maintaining and compiling daily personal client detail report.
- Cross selling additional bank products, and adhering to internal audit standards and compliance to policy and procedure.
- Selling short term insurance personal lines, long and short term investments.
- Telephonically transfer relevant clients issues to relevant departments.
- Being able to work independently.
- Developed and maintained strong client relationships to enhance customer satisfaction.
- Analyzed customer needs to recommend suitable financial products and services.
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Education
RE5 -
MOONSTONE
NATIONAL DIPLOMA - ECONOMIC MANAGEMENT ANALYSIS
TSHWANE UNIVERSITY OF TECHNOLOGY
MATRIC - Commerce
HANS KEKANA HIGH SCHOOL
Skills
- Negotiation & Persuasive communication
- Financial planning
- Analytical thinking
- Attention to detail and Deadline orientation
- Customer engagement
- Verbal and written communication and Telephone etiquette
- Challenge objections
- Microsoft Office proficiency
- Experience with Omni and Freshdesk support tools
Personal Information
References
- Mrs. Matlala, Manager, African Bank, +27 61 422 6000, matlalam@africanbank.co.za
- HR Personnel, OUTsurance +27 12 673 3000 or +27 12 749 5300
- Mr George Tshoane,Manager, Metropolitan, +27 83 682 8290, george.tshoane@metropolitan.co.za
Timeline
Financial Advisor
Metropolitan
09.2025 - Current
Retentions Advisor
OUTSURANCE
06.2022 - 08.2022
Sales Consultant
AFRICAN BANK
02.2019 - 05.2022
NATIONAL DIPLOMA - ECONOMIC MANAGEMENT ANALYSIS
TSHWANE UNIVERSITY OF TECHNOLOGY
MATRIC - Commerce
HANS KEKANA HIGH SCHOOL
RE5 -
MOONSTONE