FUNUBUNTU MAFILIKA
Internal Sales Clerk
Cape Town
Summary
I am a seasoned Sales and Financial Advisor with a comprehensive educational background in marketing and business management from Cape Peninsula University of Technology. With extensive experience in the financial sector, I specialize in developing strategic financial plans, managing robust client portfolios, and executing innovative sales strategies. My strong proficiency in negotiation and superior customer service skills allow me to effectively communicate complex financial concepts and tailor solutions to meet diverse client needs, enhancing satisfaction and fostering long-term loyalty. Driven by a passion for overcoming challenges, I excel in fast-paced and dynamic environments, delivering impactful results that align with corporate goals. My approach combines analytical precision with empathy, ensuring that financial advisories are both client-centric and goal-oriented. This blend of skills has enabled me to contribute significantly to business growth and client retention throughout my career. I am committed to leveraging my expertise to drive continued success and innovation in my future roles.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Call Centre Agent
Lewis Group (Monarch Insurance)
11.2023 - 10.2024
- Initiated contact with potential clients to discuss insurance offerings.
- Provide comprehensive explanations of insurance coverage details, including funeral, personal accident, legal expense, homeowners, and household cover.
- Tailor insurance packages to meet the specific needs and circumstances of clients.
- Manage and update client records in the company database to ensure accuracy.
- Resolve client inquiries and concerns promptly, ensuring customer satisfaction.
- Achieve monthly sales targets while maintaining high-quality service.
- Continuously update product knowledge to ensure accurate information is provided.
- Monitor client feedback to improve service and address any recurring issues effectively.
- Collaborate with underwriters and claims adjusters to ensure clients' claims are processed efficiently and accurately.
- Participate in team meetings and training sessions to discuss ways to improve sales techniques and enhance customer service.
Financial Advisor
Old Mutual
09.2022 - 10.2023
- Advise clients on a variety of financial products, including savings for child education, personal goals, retirement plans, funeral, and life cover.
- Conduct financial needs analysis for clients to identify and recommend suitable financial strategies.
- Develop and maintain strong relationships with clients, providing ongoing advice and financial monitoring.
- Prepare and present detailed financial plans to help clients achieve their financial goals.
- Stay updated on the latest financial products and compliance regulations.
- Handle sensitive client information with confidentiality and integrity.
- Participate in training and professional development sessions to improve advisory skills.
Internal Sales Advisor
Falcon Signage Suppliers
05.2017 - 07.2021
- Greet and assist walk-in clients, providing detailed advice on signage products and specifications. Prepare and provide quotations and proforma invoices to potential and existing clients.
- Coordinate with production and logistics to ensure timely delivery of orders.
- Maintain comprehensive records of customer interactions, orders, and feedback. Upsell and promote new products to clients, enhancing sales and client engagement.
- Conduct monthly inventory checks to ensure stock accuracy and availability.
- Handle customer service inquiries via email and telephone, providing prompt and accurate responses. Assist clients in navigating our product catalog to find the best solutions tailored to their needs.
- Implement strategies for retaining customers and building loyalty, such as follow-up calls and customer satisfaction surveys.
Internal Sales Advisor
Jonsson Workwear Depot
05.2017 - 07.2021
- Welcome customers into the store, providing guidance and assistance as needed. Offer product recommendations based on specific customer needs and preferences.
- Manage administrative tasks including the preparation of quotes, invoicing, and sales order processing. Maintain a high level of product knowledge to answer customer queries effectively.
- Support the checkout process, ensuring a smooth transaction experience.
- Collaborate with the dispatch team to ensure that orders are fulfilled accurately and on time. Follow up with customers post-purchase to ensure satisfaction and resolve any issues.
Intern (Trainee)
Bidvest Waltons
03.2016 - 03.2017
- Assist in the sales process, providing product information and assistance to customers.
- Perform stock takes and manage inventory levels to ensure product availability.
- Receive new stock shipments, check for accuracy, and organize merchandise.
- Ensure pricing accuracy and display tags on all items.
- Maintain the store's visual appearance by organizing displays and merchandise. Process customer orders and handle dispatch and delivery of goods.
- Keep the store clean and ensure that all areas are well-organized.
Intern (Trainee)
Bidvest Waltons
03.2016 - 03.2017
- Assist in the sales process, providing product information and assistance to customers.
- Perform stock takes and manage inventory levels to ensure product availability.
- Receive new stock shipments, check for accuracy, and organize merchandise.
- Ensure pricing accuracy and display tags on all items.
- Maintain the store's visual appearance by organizing displays and merchandise. Process customer orders and handle dispatch and delivery of goods.
- Keep the store clean and ensure that all areas are well-organized.
Stock-Taker/Sales
Edcon Group
12.2014 - 11.2016
- Conduct physical stocktaking and monitor inventory levels to manage stock flow effectively. Address and resolve customer inquiries, providing excellent service to enhance customer satisfaction.
- Assist in merchandising by setting up displays and ensuring products are attractively presented. Replenish stock on the sales floor to ensure availability of items.
- Maintain general housekeeping to keep the store environment clean and inviting. Ensure pricing accuracy and conduct regular price updates.
- Engage with customers to assist with product selection and recommendations.
Stock-Taker/Sales
Edcon Group
12.2014 - 11.2016
- Conduct physical stocktaking and monitor inventory levels to manage stock flow effectively. Address and resolve customer inquiries, providing excellent service to enhance customer satisfaction.
- Assist in merchandising by setting up displays and ensuring products are attractively presented. Replenish stock on the sales floor to ensure availability of items.
- Maintain general housekeeping to keep the store environment clean and inviting. Ensure pricing accuracy and conduct regular price updates.
- Engage with customers to assist with product selection and recommendations.
Assistant Branch Manager
On The Dot Distribution
11.2012 - 03.2013
- Oversee daily operations in the distribution center, ensuring efficient management of goods. Maintain accurate records and documentation for operational and compliance purposes.
- Coordinate stock-taking activities and ensure accurate inventory management.
- Supervise receiving and dispatching of goods, maintaining optimal operational flow. Address and resolve customer complaints and queries to maintain service standards.
- Ensure a safe and secure work environment for all staff in the distribution center. Implement organizational policies and procedures to improve operational efficiency.
Assistant Branch Manager
On The Dot Distribution
11.2012 - 03.2013
- Oversee daily operations in the distribution center, ensuring efficient management of goods. Maintain accurate records and documentation for operational and compliance purposes.
- Coordinate stock-taking activities and ensure accurate inventory management.
- Supervise receiving and dispatching of goods, maintaining optimal operational flow. Address and resolve customer complaints and queries to maintain service standards.
- Ensure a safe and secure work environment for all staff in the distribution center. Implement organizational policies and procedures to improve operational efficiency.
Education
B.Tech - Retail Business Management
Cape Peninsula University of Technology
National Diploma - Retail Business Management
Cape Peninsula University of Technology
Certificate - Basic and Advanced Computer Literacy
University of Western Cape
National Certificate - Business Management (N4 – N6)
College of Cape Town (FET)
Matric (Grade 12) - undefined
Masibambisane High School
Skills
Financial Product Knowledge: Expertise in various financial and insurance products, including savings plans, funeral and life covers
Sales Management: Proficient in driving sales operations and achieving sales targets
Client Needs Analysis: Skilled in assessing client needs to provide tailored financial advice and product offerings
CRM Software: Experienced in using customer relationship management systems to manage client interactions and data
Risk Assessment: Ability to evaluate and manage risks associated with financial products
Regulatory Compliance: Knowledge of legal regulations and compliance requirements in the financial sector
Data Analysis: Competent in analyzing sales data and market trends to inform strategic decisions
Quote and Invoice Generation: Proficient in preparing accurate quotations and invoices using financial software
Product Promotion: Skilled in marketing new and existing financial products to customers
Contract Management: Experienced in negotiating and managing terms and agreements
References
Winston, Dampies, Branch Manager, 021 528 7920, On The Dot Distribution, work
References
Winston, Dampies, Branch Manager, 021 528 7920, On The Dot Distribution, work
Timeline
Call Centre Agent
Lewis Group (Monarch Insurance)
11.2023 - 10.2024
Financial Advisor
Old Mutual
09.2022 - 10.2023
Internal Sales Advisor
Falcon Signage Suppliers
05.2017 - 07.2021
Internal Sales Advisor
Jonsson Workwear Depot
05.2017 - 07.2021
Intern (Trainee)
Bidvest Waltons
03.2016 - 03.2017
Intern (Trainee)
Bidvest Waltons
03.2016 - 03.2017
Stock-Taker/Sales
Edcon Group
12.2014 - 11.2016
Stock-Taker/Sales
Edcon Group
12.2014 - 11.2016
Assistant Branch Manager
On The Dot Distribution
11.2012 - 03.2013
Assistant Branch Manager
On The Dot Distribution
11.2012 - 03.2013
B.Tech - Retail Business Management
Cape Peninsula University of Technology
National Diploma - Retail Business Management
Cape Peninsula University of Technology
Certificate - Basic and Advanced Computer Literacy
University of Western Cape
National Certificate - Business Management (N4 – N6)
College of Cape Town (FET)
Matric (Grade 12) - undefined
Masibambisane High School