Summary
Overview
Work History
Education
Skills
Personal Information
References
Timeline
Generic

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
Cathrine Kedibone NgobeniFinancial Service Consultant