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FIEROUSA MARTIN
Cape Town
Summary
Results-driven Corporate Investment Banker with expertise in fund management, mergers, acquisitions, and privatization. Specializes in diverse market sectors while effectively managing multiple projects under tight deadlines. Utilizes financial models to predict outcomes and inform strategic decisions.
Overview
27
27
years of professional experience
Work History
Financial Advisor
Fierousa Martins Financial Services
08.2020 - 11.2023
- Analyzed financial market trends to inform client forecasting and strategic planning.
- Interpreted financial summaries, performance reports, and income projections to assess client progress and revenue expectations.
- Managed records of financial transactions to enhance documentation accuracy and streamline workflow.
Financial Advisor
Sanlam
08.2019 - 05.2020
- Promoted business initiatives to expand customer base and enhance revenue growth.
- Assisted clients in developing tailored financial plans and investment strategies.
- Analyzed market trends to provide informed financial advice to clients.
- Conducted regular portfolio reviews to ensure alignment with client goals.
Financial Advisor
Super Eagle
07.2018 - 06.2019
- Interviewed clients to assess income, expenses, and financial objectives, creating tailored financial plans to address specific needs.
- Advised clients on investment strategies and financial planning options.
- Developed personalized financial plans based on client needs and goals.
- Conducted market research to identify emerging investment opportunities.
Financial Advisor
Broker Guys
06.2016 - 02.2018
- Promoted business initiatives that expanded customer base and contributed to revenue growth.
- Advised clients on investment strategies and financial planning options.
- Analyzed market trends to provide informed recommendations to clients.
- Developed personalized financial plans based on client needs and goals.
Financial Advisor
MFD
07.2014 - 06.2016
- Counselled clients on financial matters and provided recommendations investment opportunities, products and services based on clients' needs and assisted availability.
- Advised clients on investment strategies and financial planning.
- Developed personalized financial plans based on client needs and goals.
- Reviewed portfolios to ensure alignment with market trends and regulations.
Financial Advisor
Old Mutual
02.2010 - 07.2010
- Assessed client financial goals to provide tailored short and long term strategies.
- Strengthened relationships with new and existing clients to enhance trust and engagement.
- Advised clients on investment strategies and financial planning options.
- Developed customized financial plans to meet client needs and goals.
- Analyzed market trends to provide informed recommendations to clients.
Loan Consultant
Old Mutual Finance
11.2005 - 05.2008
- Developed project plans and set deadlines to ensure timely completion.
- Exceeded goals through effective prioritization and consistent work ethic.
- Advised clients on suitable loan products and terms.
- Evaluated loan applications and assessed creditworthiness of applicants.
- Facilitated communication between clients and financial institutions during processing.
Supervisor Leader
Omega Call Solutions
07.2004 - 12.2004
- Train staff in till management practices and include reviewing and reconciling daily transactions.
- Led teams in delivering exceptional customer service solutions.
- Developed training programs to enhance employee skills and knowledge.
- Oversaw operational workflows to ensure efficiency and effectiveness.
Banker sales
Nedbank
07.2003 - 12.2004
- Evaluated financial impacts of new business ventures, identifying key risks, costs, and opportunities to guide decision-making.
- Supported ad-hoc projects, contributing to annual planning and presenting project results to stakeholders.
- Executed complete sales cycle process, managing prospecting, contract negotiations, and closing to achieve sales targets.
Sales Consultant
Go Banking
07.2002 - 04.2003
- Demonstrated products to show potential buyers benefits and advantages and encourage purchases.
- Executed complete sales cycle process from prospecting through to contract negotiations and closing.
Debt Collector
RCS
07.2002 - 04.2003
- Met demands of busy collections group by performing high volume of daily calls.
- Processed payments over phone and set up recurring drafts.
Debt Collector
Edcon
07.2002 - 04.2003
- Met demands of busy collections group by performing high volume of daily calls.
Loan Consultant
JDNA
07.1996 - 07.2002
- Actively listened to customers to fully understand requests and address concerns.
- Promoted safe working environment by implementing regulatory standards, policies and guidelines.
Education
Certificate of higher education -
Computer Packages Cape Metro Computer School
Grade 12 -
Lentegeur High School
RE 120 Credits -
Dameline School of banking and insurance
Skills
- Financial Planning
- Client Relationship Management
- Effective Communication
- Computer Literate
Languages
- English
- Afrikaans
Timeline
Financial Advisor
Fierousa Martins Financial Services
08.2020 - 11.2023
Financial Advisor
Sanlam
08.2019 - 05.2020
Financial Advisor
Super Eagle
07.2018 - 06.2019
Financial Advisor
Broker Guys
06.2016 - 02.2018
Financial Advisor
MFD
07.2014 - 06.2016
Financial Advisor
Old Mutual
02.2010 - 07.2010
Loan Consultant
Old Mutual Finance
11.2005 - 05.2008
Supervisor Leader
Omega Call Solutions
07.2004 - 12.2004
Banker sales
Nedbank
07.2003 - 12.2004
Sales Consultant
Go Banking
07.2002 - 04.2003
Debt Collector
RCS
07.2002 - 04.2003
Debt Collector
Edcon
07.2002 - 04.2003
Loan Consultant
JDNA
07.1996 - 07.2002
Certificate of higher education -
Computer Packages Cape Metro Computer School
Grade 12 -
Lentegeur High School
RE 120 Credits -
Dameline School of banking and insurance