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
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