Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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DZUNISANI NGOBENI

Testamentary Agent
194 Tambotielaan

Summary

Accomplished Agent with proven track record of exceeding aggressive sales objectives. Known for strong interpersonal skills and to develop loyal customer relationships.

Overview

15
15
years of professional experience
2009
2009
years of post-secondary education

Work History

Testamentary Agent

Capital Legacy
10.2024 - Current
  • Identify and analyse the Client’s needs in terms of their Estate and Will.
  • Identify the shortfalls in the Clients’ deceased Estate and offer suitable options from our unique Legacy Protection PlanTM.
  • LPPTM Explorer calculation for each Client.
  • Advise Clients on preferred Plans.
  • Make Will amendments as per the Client’s request and according to the standards set out in your service level agreement (SLA).
  • Administration - including feedback and follow up with the Clients.
  • Optimized scheduling system to ensure timely follow-ups with potential leads.
  • Analyzed competitive landscape to adjust strategies and stay ahead in market.
  • Enhanced client portfolio by identifying and securing new partnerships.

SALES & SERVICE CONSULTANT

FIRST NATIONAL BANK
03.2014 - 03.2017
  • Achievement of net profit growth for business.
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
  • Manage the growth of active customer Account Base to increase client base.
  • Maximise cross sell opportunities and strengthen client relationships.
  • Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information.
  • Comply with governance in terms of legislative and audit requirements.
  • Enter all Qualified leads into the sales pipeline and maintain on a daily basis.
  • Track, control and influence sales activities with the specific aim to increase sales efficiencies.
  • Provide accurate and reliable sales statistics.
  • Manage own development to increase own competencies.

REGISTRY CLERK- INTERN

NKHENSANI HOSPITAL
09.2010 - 10.2011
  • Classification of records.
  • Managing correspondence records.
  • Managing incoming and outgoing mails.
  • Managing incoming and outgoing faxes.
  • Opening of new files and closing of files.
  • Collect and protect archive material.
  • Conduct record inspection and filing of classified document.
  • Registry function and procedure.
  • Application of legislative framework governing records management.
  • Franking of documents to be posted.
  • Supervise messenger and distribution system.
  • Compiling notices and reports.
  • Collecting, analyzing and capturing of statistics from source points and wards.
  • Managing reporting services.

Education

N.DIPLOMA - PUBLIC MANAGEMENT

TSHWANE UNIVERSITY OF TECHNOLOGY

GRADE 12 - undefined

RIVONINGO EDUCATIONAL CENTRE

Skills

Customer service and care

Customer complaint resolution

Organizational skills

Polite communication skills

Schedule management

Relationship building

Lead prospecting

Sales closing

Customer service

Personal Information

  • Date of Birth: 09/14/86
  • Gender: Female
  • Nationality: South African
  • Driving License: Code C1
  • Marital Status: Married
  • Religion: Christian

Timeline

Testamentary Agent

Capital Legacy
10.2024 - Current

SALES & SERVICE CONSULTANT

FIRST NATIONAL BANK
03.2014 - 03.2017

REGISTRY CLERK- INTERN

NKHENSANI HOSPITAL
09.2010 - 10.2011

GRADE 12 - undefined

RIVONINGO EDUCATIONAL CENTRE

N.DIPLOMA - PUBLIC MANAGEMENT

TSHWANE UNIVERSITY OF TECHNOLOGY

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