Summary
Overview
Work History
Education
Skills
Timeline
SeniorSoftwareEngineer
DZUNISANI CHRISTABEL  SITHOLE

DZUNISANI CHRISTABEL SITHOLE

Financial Advisor
Johannesburg

Summary

Proven Financial Advisor with a track record of fostering client trust at Old Mutual, leveraging critical thinking and exceptional communication skills to exceed sales targets and drive business growth. Achieved top performer status by developing innovative strategies and comprehensive financial plans, enhancing client portfolio performance and satisfaction.

Overview

10
10
years of professional experience
6
6

Language

Work History

Financial Advisor

Old Mutual
05.2024 - 06.2025
  • 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.

Sales Agent

Market South Africa
04.2023 - 11.2023
  • Assisted call-in customers with questions and orders.
  • Increased sales revenue by consistently meeting and exceeding sales targets.
  • Enhanced product knowledge through continuous training and professional development opportunities.
  • Achieved top performer status within the company due to consistent high sales numbers.

Consultant

StandardBank
04.2015 - 05.2019
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed client relationships through regular check-ins and updates on project progress.
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Developed innovative strategies for clients, resulting in increased revenue and business growth.

Education

Diploma - Human Resources Management

Boston Business College
Johannesburg
12.2010

Diploma - Marketing

Boston Business College
Johannesburg
2008

Skills

Critical thinking

Timeline

Financial Advisor

Old Mutual
05.2024 - 06.2025

Sales Agent

Market South Africa
04.2023 - 11.2023

Consultant

StandardBank
04.2015 - 05.2019

Diploma - Human Resources Management

Boston Business College

Diploma - Marketing

Boston Business College
DZUNISANI CHRISTABEL SITHOLE Financial Advisor