CHIMANE TABANE
Johannesburg
Summary
Accomplished financial services professional with over 6 years in banking and insurance sales. Expertise in advising clients on financial products and fostering long-term relationships. Skilled in banking products, insurance advisory services, and regulatory compliance, with a focus on driving business growth and enhancing customer retention.
Overview
8
8
years of professional experience
Work History
Sales Advisor
Telesure Investment Holdings
07.2023 - Current
- Achieve and exceed individual and team sales targets
- Sold and promoted financial and insurance products, including loans, credit cards, bank accounts, and funeral insurance, to meet client needs
- Assess client needs and recommend suitable financial solutions
- Maintain strong relationships with clients to support retention and satisfaction
- Assisted clients with processing, updating, and reinstating policies to ensure seamless service and client satisfaction
- Supported business development by identifying and pursuing new sales opportunities, contributing to overall revenue growth
- Maintain accurate customer records and documentation
Senior Sales Consultant (Multi-Skilled)
African Bank
05.2021 - 11.2022
- Cultivated strong client relationships, driving increased product uptake and enhancing retention rates
- Assessed client eligibility for financial services and credit products, ensuring tailored recommendations
- Advised clients on financial strategies and facilitated access to banking products and credit solutions
- Processed applications and maintained regulatory compliance
- Maintained accurate client records and documentation
Sales Consultant
African Bank
03.2018 - 04.2021
- Sold banking products, enhancing customer financial solutions and contributing to revenue growth
- Assisted customers with application processes and financial service enquiries, ensuring a smooth and informed experience
- Maintained high levels of customer service and client satisfaction
- Verified client information and processed financial documentation, maintaining accuracy and compliance with regulations
- Ensured compliance with financial service regulations
Education
RE5 - Regulatory Examination Certificate -
Financial Sector Conduct Authority (Moonstone Training)
01-2019
BA - Human Resource Management
University of Johannesburg
01-2016
National Senior Certificate -
Morris Isaacson High School
01-2009
NVQ Level 4 - NQF Banking Level 4
Bank SETA
Skills
- Financial Services Sales
- Insurance & Banking Products
- Credit & Loan Processing
- Regulatory compliance
- Regulatory compliance
- Business development
- Customer Retention Strategies
- Needs analysis
- Microsoft Office & CRM Systems
- Communication & Negotiation
- Problem Solving
- Client relationship management
- Regulatory compliance
Custom Section
- Strong client focus and relationship building
- Analytical thinking and problem solving
- Excellent communication and negotiation skills
- Detail oriented with strong administrative ability
- Able to perform effectively under pressure
- Strong teamwork and collaboration skills
References
- Hendrick Msiza, Manager - Telesure Investment Holdings, 082 838 5823
- Jeremiah Seshabela, Manager - African Bank, 083 975 6505
- Rodney Naidu, Manager - African Bank, 082 440 5616
Timeline
Sales Advisor
Telesure Investment Holdings
07.2023 - Current
Senior Sales Consultant (Multi-Skilled)
African Bank
05.2021 - 11.2022
Sales Consultant
African Bank
03.2018 - 04.2021
RE5 - Regulatory Examination Certificate -
Financial Sector Conduct Authority (Moonstone Training)
BA - Human Resource Management
University of Johannesburg
National Senior Certificate -
Morris Isaacson High School
NVQ Level 4 - NQF Banking Level 4
Bank SETA