GIVEN MALULEKE
Polokwane
Summary
Dynamic Financial Consultant with a proven track record at Old Mutual, adept at delivering tailored financial solutions and cultivating strong client relationships. Leveraging exceptional communication and problem-solving skills, I empower clients to achieve their wealth management goals through strategic investment recommendations. Committed to excellence in customer service and client education.
Overview
7
7
years of professional experience
Work History
Financial Consultant
Old Mutual
02.2024 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Financial Consultant
ATLAS FINANCE
04.2022 - 02.2024
Retail Worker
ACKERMANS
01.2022 - 03.2022
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
- Answered questions about store policies and addressed customer concerns.
- Helped customers complete purchases, locate items, and join reward programs.
- Greeted customers, helped locate merchandise, and suggested suitable options.
Financial Consultant
METROFIN FINANCE
01.2019 - 01.2021
Education
High School Diploma -
THE GISA COLLEGE
POLOKWANE06-2020
High School Diploma -
BOPAPE COLLEG
POLOKWANE02-2020
High School Diploma -
ICOLLEGE
POLOKWANE09-2019
High School Diploma -
MADIBO SEC SCHOOL
BOLAHLAKGOMO12-2017
Skills
Customer service
leadership
problem solving
computer literacy
communication skills
team work
Timeline
Financial Consultant
Old Mutual
02.2024 - Current
Financial Consultant
ATLAS FINANCE
04.2022 - 02.2024
Retail Worker
ACKERMANS
01.2022 - 03.2022
Financial Consultant
METROFIN FINANCE
01.2019 - 01.2021
High School Diploma -
THE GISA COLLEGE
High School Diploma -
BOPAPE COLLEG
High School Diploma -
ICOLLEGE
High School Diploma -
MADIBO SEC SCHOOL
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