Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jama Khaya Ndizana

Financial Advisor
Thembalethu

Summary

Dynamic and results-oriented professional with a proven track record at Venshaw Insurance Administrators. Excelled in office management and customer service, significantly enhancing client satisfaction and operational efficiency. Skilled in strategic planning and organizational skills, adept at fostering client relationships and driving performance improvement.

Overview

18
18
years of professional experience

Work History

Office Manager

Venshaw Insurance Administrators
07.2024 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.

Financial Advisor

Assupol Life
09.2014 - 04.2022
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
  • 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.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.

Sales Manager

SanlamSky
03.2009 - 02.2013
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.

Sales Representative

Capitec Bank
03.2007 - 02.2009
  • Expanded customer base through cold calling, networking, and relationship building.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.

Education

Banking And Finance

Moonstone
Cape Town, South Africa
09-2013

Banking And Finance

Moonstone
Cape Town, South Africa
04.2001 -

Skills

Customer service

Administrative support

Data entry

Office management

Organizational skills

Office administration

Employee supervision

Operations management

Team supervision

Staff hiring

Meeting planning

Performance improvement

Strategic planning

Timeline

Office Manager

Venshaw Insurance Administrators
07.2024 - Current

Financial Advisor

Assupol Life
09.2014 - 04.2022

Sales Manager

SanlamSky
03.2009 - 02.2013

Sales Representative

Capitec Bank
03.2007 - 02.2009

Banking And Finance

Moonstone
04.2001 -

Banking And Finance

Moonstone

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Jama Khaya NdizanaFinancial Advisor