Hlamalani Emma Moyo
Financial Advisor
Mokopane
Summary
Financial Advisor with a proven track record at Old Mutual, excelling in relationship building and customer engagement. Expert in developing tailored financial plans and retirement strategies, ensuring client satisfaction and loyalty. Skilled in lead generation and upselling, consistently delivering results while adhering to industry
Overview
15
15
years of professional experience
1
1
Language
Work History
Financial Advisor
Old Mutual
04.2019 - 05.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Fieldmarketer
Unilever South Africa
01.2010 - 02.2018
- Provided excellent customer service while addressing any concerns or inquiries regarding promoted products.
- Identified and developed relationships with key decision-makers (store manager) to facilitate future sales.
- Stock count ( balancing Stock)
Education
High School Diploma -
Bankuna High School
Limpopo 04.2001 -
Skills
Customer engagement
Additional Information
Iam currently studying my last NQF level 5 module which i will complete by August 2025
Timeline
Financial Advisor
Old Mutual
04.2019 - 05.2025
Fieldmarketer
Unilever South Africa
01.2010 - 02.2018
High School Diploma -
Bankuna High School
04.2001 -
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