Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Software
Interests
Timeline
Generic
Charlotte Crafford

Charlotte Crafford

Financial Advisor
Zastron

Summary

I am 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. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Goal-oriented with distinguished experience in Financial industries. Expert in increasing productivity and customer satisfaction. Committed to streamlining procedures while optimizing employee talent. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 15 years' experience in Finance/Banking.

Overview

29
29
years of professional experience
4
4
years of post-secondary education

Work History

Wealth Planner

Catalyst Financial Advisory Services
Bryanston
04.2021 - Current
  • I do this by giving people the Advantage of Knowing and helping them plan holistically for their financial future using a program known as the Financial Needs Analysis
  • This is designed to help me identify the potential needs of my customers
  • I ask some questions about what’s important to them and the two of us work out where the customer stands in terms of their current financial situation as well as what s/he’d like to achieve in the future
  • Conducted research, gathered information from multiple sources and presented results.
  • Resolved problems, improved operations and provided exceptional service.
  • Worked with customers to understand needs and provide excellent service.
  • Prepared variety of different written communications, reports and documents.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Carried out day-to-day duties accurately and efficiently.
  • Developed and maintained courteous and effective working relationships.
  • Increased customer satisfaction by resolving issues.
  • Worked flexible hours across night, weekend and holiday shifts.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Maintained excellent attendance record, consistently arriving to work on time.

Insurance , Financial Advisor

Indwe Bluestar
Pretoria
08.2017 - 03.2021
  • Duties are the same as my current position.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.

Financial Advisor

Geonet, Life Insurance Company
Pretoria
06.2016 - 06.2017
  • Duties are the same as my current position.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Facilitated new client onboarding process and investment account setup.
  • Performed due diligence and valuation processes.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Developed and maintained courteous and effective working relationships.

Corporate Relationship Manager

Nedbank
Sandton
01.2002 - 03.2014
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Worked with Business Banking and Private Wealth departments to facilitate communication and deliver personalized solutions to customers.
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.

Sales Assistant

Lithotech
Johannesburg
08.1996 - 12.2001
  • Maintained and organized all shared drives, documents and spreadsheets in Google Workspace.
  • Experienced with productivity tools such as Slack, Zoom, Google Docs and Sheets, ClickUp and Asana.
  • Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
  • Utilized personal and professional networks to identify, acquire and manage new clients.
  • Organized and attended meetings and compiled related documents and reports.
  • Maintained appropriate filing of personal and professional documentation.
  • Used discretion when handling confidential information.
  • Provided multifaceted services to professionals by managing mail, scheduling appointments and other administrative tasks.
  • Attended meetings, took notes and tracked action items.
  • Sourced and ordered office equipment and supplies.
  • Updated spreadsheets and created presentations to support executives and boost team productivity.
  • Coordinated international and domestic travel logistics including flight itineraries, hotel reservations and car services.
  • Communicated with internal departments, vendors and contractors to discuss schedules, project requirements and upcoming appointments.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Collaborated in cloud environments such as Trello and Google Workspace.
  • Served as point of contact between clients and managerial staff.
  • Documented and distributed meeting notes to identify, analyze and improve workflows.
  • Oversaw personal and professional calendars and coordinated appointments for future events.

Receptionist

Quest International
Johannesburg
02.1994 - 07.1996
  • Answered central telephone system and directed calls accordingly.
  • Confirmed appointments, communicated with clients and updated client records.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Scheduled and confirmed appointments and meetings for senior management team.
  • Maintained confidentiality of information regarding clients and company.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Responded to inquiries from callers seeking information.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Screened visitors and issued badges to maintain safety and security.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Provided callers with address, directions, company website and related information.
  • Troubleshot copy machines and printers and scheduled service as needed.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Checked-in visitors, distributed visitor badges and managed logbooks to comply with security initiatives.
  • Corresponded with clients through email, telephone or postal mail.
  • Resolved customer problems and complaints.

Secretary

Liberty Group
Johannesburg
12.1990 - 10.1993
  • I started my career as a Client Service Administrator in the Alberton Branch
  • The branch closed and I was transferred to Braamfontein as an Administrator in the Medical Lifestyle Department
  • In 1992, I moved to the Claims Department where I was the Secretary to the Department Manager.
  • Created and updated records and files to maintain document compliance.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Recorded and tracked operational expenses to identify and eliminate wasteful spending.
  • Maintained office supplies inventory by checking stock and ordering new supplies.
  • Drafted agendas, recorded minutes and generated documents to facilitate meetings.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Maintained daily report documents, memos and invoices.

Education

NQF5 - Financial Planning

Moonstone Business School of Excellence
Johannesburg
01.2021 - 01.2022

RE 5, Regularly Exams - Financial Planning And Services

Skills Development Professionals
Bloemfontein
06.2021 - 07.2022

Certificate in Property Finance Economics, Property - Finance

Wits
Johannesburg
03.2009 - 03.2011

Skills

    Fluent in English

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Accomplishments

  • Documented and resolved Valuations Department which led to successfull runing department in Nedbank Property Finance..
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Various Awards won during my role as a Relationship Manager at Nedbank Property Finance.

Additional Information

Biggest accomplishment while working for Nedbank:

I started at Nedbank in the Valuations Department as the Valuation Manager's Assistant. At that stage they decided to start outsourcing Corporate Valuations and to close the In-house office. When I started there were no rules and regulations in place, no system at all. I set up the entire department from creating Request Forms, to payment of valuations by clients, outsourcing requests to various companies to deduct valuations for new deals. This project took me 6 months, but I created a system that worked for everyone. This took some research and negotiating with the Business Banking Director. They are still using the system I put in place.


I am enthusiastic about people development. I build up the self-esteem and self confidence in others through learning and development. I am an initiative-taking, self-driven, energetic individual who strives to excel in all tasks to ensure my success and the success of others.


I enjoy goals that stretch my abilities and encourage me to pursue my dreams. I am as comfortable working by myself as I am working in a team. I enjoy delivering on my promises and keep a cheerful outlook in my life.


I am adaptable to new situations and environments. I can plan and execute. Work well under pressure. Honesty and Integrity are of most importance to me.


Software

Microsoft Office

SAP

Xero

Outlook

Canva

Interests

Painting

Reading

Camping

Timeline

RE 5, Regularly Exams - Financial Planning And Services

Skills Development Professionals
06.2021 - 07.2022

Wealth Planner

Catalyst Financial Advisory Services
04.2021 - Current

NQF5 - Financial Planning

Moonstone Business School of Excellence
01.2021 - 01.2022

Insurance , Financial Advisor

Indwe Bluestar
08.2017 - 03.2021

Financial Advisor

Geonet, Life Insurance Company
06.2016 - 06.2017

Certificate in Property Finance Economics, Property - Finance

Wits
03.2009 - 03.2011

Corporate Relationship Manager

Nedbank
01.2002 - 03.2014

Sales Assistant

Lithotech
08.1996 - 12.2001

Receptionist

Quest International
02.1994 - 07.1996

Secretary

Liberty Group
12.1990 - 10.1993

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Charlotte CraffordFinancial Advisor