Summary
Overview
Work History
Education
Skills
Timeline
Generic

GIVEN MALULEKE

POLOKWANE

Summary

Experienced Financial Consultant with a proven track record in assisting clients to identify and achieve their financial goals through customised solutions. Demonstrates strong customer service, communication, and problem-solving skills, with a focus on cultivating client relationships and educating them on investment opportunities. Adept at working collaboratively within teams and leveraging leadership skills to enhance service delivery. Career aspirations include further developing expertise in financial consultancy to drive client success and satisfaction.

Overview

7
7
years of professional experience

Work History

Financial Consultant

OLD MUTUAL FINANCE
POLOKWANE
01.2024 - 08.2025
  • Assisted walk-in traffic with identifying financial needs and goals to provide customised solution
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products,and services based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities

Financial Consultant

ATLAS FINANCE
POLOKWANE, LIMPOPO
04.2022 - 01.2024

Retail Worker

POLOKWANE
POLOKWANE
01.2022 - 03.2022

.Checked pricing,scanned items, applied discounts and printed receipts to ring up customers

.Answered questions about store policies and addressed customers concerns

.Helped customers complete purchases,locate items,and join rewards programs

.Greeted customrs,helped locate merchandise, and suggested suitable options

.

  • Greeted customers with warmth and enthusiasm, enhancing positive in-store experiences.

Financial Consultant

METROFIN FINANCE
POLOKWANE
01.2019 - 01.2019

Call Center Agent ,assist in online applications

Education

Diploma of Higher Education - IT

THE GISA COLLAGE
POLOKWANE
01-2020

Certificate of Higher Education - BUSINESS MANAGEMENT

BOPAPE COLLAGE
POLOKWANE
01-2020

Diploma of Higher Education - HR

ICOLLAGE
Polokwane, LP
01-2019

Skills

  • CUSTOMER SERVICE
  • PROBLEM SOLVING
  • COMMUNICATION SKILLS
  • LEADERSHIP SKILLS
  • COMPUTER LITERACY
  • TEAM-WORK

Timeline

Financial Consultant

OLD MUTUAL FINANCE
01.2024 - 08.2025

Financial Consultant

ATLAS FINANCE
04.2022 - 01.2024

Retail Worker

POLOKWANE
01.2022 - 03.2022

Financial Consultant

METROFIN FINANCE
01.2019 - 01.2019

Diploma of Higher Education - IT

THE GISA COLLAGE

Certificate of Higher Education - BUSINESS MANAGEMENT

BOPAPE COLLAGE

Diploma of Higher Education - HR

ICOLLAGE
GIVEN MALULEKE