Summary
Overview
Work History
Education
Skills
Certification
Timeline
Jabulile Belinda Mahisa

Jabulile Belinda Mahisa

Client Service Consultant_ New Business Investments
Cape Town,WC

Summary

Results-driven financial services professional with over 10 years of progressive experience across client service, operations, employee benefits, and retirement fund management. Proven expertise in delivering excellent client experiences, verifying and processing financial transactions, and supporting compliance within high-performing institutions like Sanlam, NBC Holdings, and FNB. Currently working towards a BCom in Financial Planning with a strong foundation in wealth management and regulatory compliance. Seeking to contribute in a Wealth Consultant or Employee Benefits role by leveraging extensive industry knowledge, technical skills, and passion for client empowerment.

Adept at modern sales techniques and persuasion with success at maintaining individual client relationships. Committed to raising company profits and remembering details.

Overview

12
12
years of professional experience
5
5
Certifications
1
1
Language

Work History

Client Service Consultant: Operations – New Business

Glacier by Sanlam
08.2023 - Current
  • Verifying new business instructions from stakeholders for compliance and accuracy
  • Liaising with intermediaries and internal teams to clarify documentation and ensure complete submissions
  • Updating workflow systems and tracking progress on applications
  • Capturing valid instructions accurately into processing systems
  • Supporting client retention by providing timely, high-quality service
  • Participating in compliance resolution and technical training initiatives

Client Services Consultant – Communication Centre

Glacier by Sanlam
06.2022 - 08.2023
  • Provided multi-channel support to clients and IFAs (calls, email, chat)
  • Educated clients on fund products and investment strategies
  • Took full ownership of transactions, ensuring accurate records and issue resolution
  • Contributed to process improvements and client engagement strategies

Employee Benefits Consulting Assistant

NBC Holdings
09.2021 - 06.2022
  • Managed Section 14 registers and communication for retirement fund transfers
  • Assisted in monthly planning and compliance tracking within the EB consulting team
  • Maintained client records, minutes, and compliance documentation

Employee Benefits Contact Centre Specialist

Sanlam
07.2019 - 09.2021
  • Handled benefit, tax, and investment queries for EB clients
  • Provided expert product knowledge and support per FAIS Act standards
  • Maintained communication logs and documentation compliance

Digital Banking Support Specialist

FNB South Africa
08.2015 - 06.2019
  • Assisted clients with digital onboarding, banking app troubleshooting, and profile setup
  • Used systems like Siebel, Hogan, and OASSYS to manage customer data
  • Tracked performance metrics and submitted detailed support reports

Multi-Skilled Consultant

FNB South Africa
01.2015 - 07.2015
  • Oversaw teller efficiency, compliance, and loss reduction
  • Led self-service migration initiatives and quality monitoring

Consultant: Quality Assurance

Standard Bank
03.2013 - 11.2013
  • Monitored KYC and fraud compliance of customer accounts
  • Managed quality assurance reporting and verification processes

Education

BCom - Financial Planning

Milpark Education
03-2025

National Diploma - Accounting

University of Johannesburg
10-2011

Skills

Financial Planning & Advisory

Certification

Regulatory Examination 5 (RE5), Passed

Timeline

Client Service Consultant: Operations – New Business - Glacier by Sanlam
08.2023 - Current
Client Services Consultant – Communication Centre - Glacier by Sanlam
06.2022 - 08.2023
Employee Benefits Consulting Assistant - NBC Holdings
09.2021 - 06.2022
Employee Benefits Contact Centre Specialist - Sanlam
07.2019 - 09.2021
Digital Banking Support Specialist - FNB South Africa
08.2015 - 06.2019
Multi-Skilled Consultant - FNB South Africa
01.2015 - 07.2015
Consultant: Quality Assurance - Standard Bank
03.2013 - 11.2013
Milpark Education - BCom, Financial Planning
University of Johannesburg - National Diploma, Accounting

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Jabulile Belinda MahisaClient Service Consultant_ New Business Investments