Jabulile Shongwe
Unemployed
Johannesburg,GP
Summary
Accomplished financial advisor skilled in sales expertise and critical thinking. Successfully developed customized financial solutions and conducted comprehensive market analyses, driving client engagement and delivering measurable results.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
17
17
years of professional experience
Work History
Financial Advisor
Old Mutual South Africa
03.2023 - 07.2024
- Developed personalized financial plans to meet client needs and goals.
- Conducted comprehensive market analysis to identify investment opportunities for clients.
- Provided ongoing support and guidance during financial decision-making processes.
- Assisted clients in understanding complex financial products and services offered.
- Built strong relationships with clients, fostering trust and long-term partnerships.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Customer Support Specialist
Bidvest Bank
05.2009 - 01.2015
- Resolved customer inquiries through multiple communication channels, enhancing overall satisfaction and retention.
- Developed comprehensive knowledge of banking products to provide accurate support and guidance to clients.
- Streamlined ticketing system processes, improving response times and increasing team efficiency.
- Trained new staff on customer service protocols, fostering a collaborative team environment and skill development.
- Mentored junior staff members, sharing best practices and promoting consistent service excellence across the department.
- Maintained thorough knowledge of product offerings to provide accurate information and expert advice to customers.
Branch Financial Sales Consultant
Bidvest Bank
11.2007 - 04.2009
- Developed tailored financial solutions for clients, enhancing product uptake and customer satisfaction.
- Analyzed client financial needs to provide personalized banking advice and strategies.
- Mentored junior staff in effective sales techniques and customer relationship management.
- Streamlined account opening processes, resulting in improved efficiency and reduced turnaround times.
- Implemented compliance measures to ensure adherence to regulatory standards across branch operations.
- Assisted in training new team members, sharing best practices to ensure their success within the organization.
Education
Honours - Management Accounting
UNISA
Pretoria, South Africa 04.2001 -
BCompt - Management Accounting
UNISA
Pretoria, South Africa 04.2001 -
RE5 - Insurance
Moonstone
Johannesburg, South Africa 04.2001 -
DIPLOMA - Accounting Sciences
UNISA
Pretoria, South Africa 04.2001 -
SAMTRAC - Health,Safety And Environment
NOSA
Roodepoort, South Africa 04.2001 -
High School Diploma -
Azara Secondary School
Lenasia, South Africa 04.2001 -
Skills
Investment advice
Relationship building and management
Sales expertise
Analytical thinking
Critical thinking
Attention to detail
Timeline
Financial Advisor
Old Mutual South Africa
03.2023 - 07.2024
Customer Support Specialist
Bidvest Bank
05.2009 - 01.2015
Branch Financial Sales Consultant
Bidvest Bank
11.2007 - 04.2009
Honours - Management Accounting
UNISA
04.2001 -
BCompt - Management Accounting
UNISA
04.2001 -
RE5 - Insurance
Moonstone
04.2001 -
DIPLOMA - Accounting Sciences
UNISA
04.2001 -
SAMTRAC - Health,Safety And Environment
NOSA
04.2001 -
High School Diploma -
Azara Secondary School
04.2001 -