TEBOGO ELEANOR MOSHIDI

• Du es :
• Answer Client Telephonic and Email Queries
• Create and maintain lead databases
• Advise client on replacement and alterna ve policies
• Ensure clients have correct documents to submit claims
• Email Management
• Ensuring that escalated incidents/ problems are inves gated and resolved to agreed me-frames ensuring key stakeholders are kept informed on progress
• Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
• Facilitated new client onboarding process and investment account setup.
• Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Facilitated presentation and recommendation of services by optimizing client relationships.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Engaged prospective clients in effort to build and develop new business opportunities.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Assisted clients with estate planning to organize distribution of assets based on client wishes.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
• Developed comprehensive retirement planning strategies to help clients maximize retirement savings.

• Collaborated with hiring managers to understand job requirements and expectations.
• Operated and maintained applicant tracking and candidate management systems.
• Placed advertisements, evaluated applicant credentials, conducted initial interviews and pre-screening assessments.
• Coordinated schedules to arrange management interviews with applicants.
• Built strong relationships with internal and external candidates to ensure an excellent hiring experience.
• Assisted with writing job postings and job descriptions for boards.
• Pre-screened resumes prior to sending to corporate hiring managers for consideration.

• Du es : QA all submi ed business Assisted with the capturing of new business and claims, followed up on outstanding requirements with SLA Compiled and ac oned work based on the daily, weekly and monthly reports Assisted the Sales Managers Collaborated with all business areas Monitored office efficiencies Serviced financial advisers and served as a conduit between the managers and business Compiled and presented monthly team reports Ensured all on-boarding occurred within set SLAs Received and serviced walk in clients Served as a liaison to Business Answered the phone and managed office func ons
• Served as a front-line administrator and recep onist for walk in clients
• Computerized office activities, maintained customer communications, and tracked records through delivery.
• Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
• Collected, validated, and distributed information to employees.
• Entered and maintained departmental records in company database.
• Completed forms and reports to facilitate admission, transfer or discharge.
• Generated reports to suggest corrective actions and process improvements.
• Drove marketing initiatives to increase brand recognition, facilitate promotion and boost revenue.
• Targeted new customers to grow geographic reach and increase revenue.
• Conducted regular reviews of operations and identified areas for improvement.

• Recruitment and Ve ng, Du es :
• Created and posted job descrip ons to relevant job boards
• Sourced candidates u lizing social media and local group
• Reviewed resumes and conducted phone screens to determine qualifica ons
• Scheduled an interview with the hiring manager and ensured a posi ve candidate experience
• Completed all ve ng papers with candidates who met expecta ons of the job
• Welcomed visitors and directed them to the apt departments
• Provided admin support to HR execu ve
• Organized, compiled and updated company personal records and documenta on
• Managed and updated the HR database with different informa on
• Prepared, managed and stored paperwork for HR policies and procedures
• Maintained, scheduled and coordinated calendar ac vi es
• Assisted recruiters in pos ng job ads on career pages, (Restructuring due to cash flow problems-CoVID), Du es :
• Selling Credit Products (Loans, Credit Card and Digital Devices i.e
• Laptops, cell phone and tablets) telephonically ensuring 30+ clients report to their closest branches with required documents to ac vate products I quoted them on.
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
• Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
• Retained excellent client satisfaction ratings through outstanding service delivery.
• Developed and delivered engaging sales presentations to convey product benefits.
• Managed customer accounts to secure customer satisfaction and repeat business.
• Generated new leads through networking and attending industry events.
• Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
• Used customer insights to develop innovative sales strategies to increase sales.
• Utilized CRM software to manage customer accounts and track performance metrics.
• Developed and implemented marketing plans to increase brand awareness and drive sales.
• Collaborated with cross-functional teams to identify and address customer needs.
• Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
• Kept detailed records of daily activities through online customer database.
• Built relationships with customers and community to promote long term business growth.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
• Consulted with businesses to supply accurate product and service information.
• Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
• Met with customers to discuss and ascertain needs, tailor solutions and close deals.
• Achieved or exceeded company-defined sales quotas.
• Presented professional image consistent with company's brand values.
• Met existing customers to review current services and expand sales opportunities.
• Drove store revenue by offering customers accessories and related purchases to complete selections.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Attended monthly sales meetings and quarterly sales trainings.
• Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Recorded accurate and efficient records in customer database.

• Selling Credit Products (Loans, Credit Card and Digital 4
• CURRICULUM VITAE OF
• Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
• Educated customers on company systems, form completion, and access to services.
• Adhered to company policies and scripts to consistently achieve call-time and quality standards.
• Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
• Leveraged sales expertise to promote products and capitalize on upsell opportunities.
• Sought out extra training opportunities to enhance customer relationship management abilities.
• Responded to customer calls and emails to answer questions about products and services.
• Performed various clerical duties by filing and faxing documents and creating customer databases.
• Placed outbound customer service or customer satisfaction calls to follow up on issues.
• Boosted customer service satisfaction ratings through consistent quality control.
• Attended telephone skills and program information training sessions to boost aptitude.
• Compiled status and performance reports for team leaders to address company strengths and weaknesses.
• Approved and terminated customer contracts upon request.
• Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
• Educated customers about billing, payment processing and support policies and procedures.
• Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
• Investigated and resolved accounting, service and delivery concerns.
• Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
• Resolved associate, tool and service delivery issues revealed by statistical reports.
• Promoted available products and services to customers during service, account management, and order calls.
• Reached out to customers after completed sales to suggest additional service or product purchases.
• Delivered prompt service to prioritize customer needs.
• Met customer call guidelines for service levels, handle time and productivity.

• Du es : Receiving and capturing orders, filing

• Devices i.e
• Laptops, cell phone and tablets) face to face ensuring 40+ clients take up products suited to their needs whilst balancing the target requirement
• Solve client queries and Admin
• Du es :
• Transac onal Banking, Opening and closing of accounts
• (savings and loans), Filing, General Admin, Email
• Management, Upda ng scheduling tool,
• Pay Date Management, Arrears Champion and
• Telemarke ng
• Retained excellent client satisfaction ratings through outstanding service delivery.
• Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
• Trained and mentored new sales representatives.
• Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
• Managed customer accounts to secure customer satisfaction and repeat business.
• Utilized CRM software to manage customer accounts and track performance metrics.
• Developed and implemented sales strategies to increase profits.
• Negotiated contracts with clients and developed relationships with key personnel.
• Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
• Collaborated with cross-functional teams to identify and address customer needs.
• Generated new leads through networking and attending industry events.
• Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
• Developed and implemented marketing plans to increase brand awareness and drive sales.
• Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
• Recorded accurate and efficient records in customer database.
• Attended monthly sales meetings and quarterly sales trainings.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
• Presented professional image consistent with company's brand values.

• Traced back specific cash transactions to origins.
• Compiled complex cash flow reports monthly.
• Performed accurate balancing of all receipts and transactions.
• Operated photocopy machine, cash register and other office equipment.
• Disbursed petty cash by recording entries and verifying documentation.
• Maintained accurate records of customer payments.
• Responded to customer concerns and questions on daily basis.
• Collaborated with customers to resolve disputes.
• Used data entry skills to accurately document and input statements.
• Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
• Utilized various software programs to process customer payments.
• Created improved filing system to maintain secure client data.
• Generated monthly billing and posting reports for management review.
• Kept vendor files accurate and up-to-date to expedite payment processing.

12 Modules Completed

24 Modules Outstanding