Janice Antheo Plaatjies
Professional
East Londn
Summary
Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Focused Project Manager adept at planning, directing and maintaining continuous operations in various departments. Experienced in directing manufacturing employees and keeping efficient production in accordance with quality standards. Applying creative and analytical approach to operations for continuous process improvement. Skilled at identifying or anticipating problems and providing solutions. Excels through mentoring, training and empowering team to excel in performance.
Overview
15
15
years of professional experience
22
22
years of post-secondary education
2
2
Certifications
Work History
Financial Advisor
Sanlam
East London
04.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Consultant
Department of Human Settlement
East London
05.2020 - 03.2022
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Supported clients with business analysis, documentation, and data modeling.
- Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
- Implemented practices and procedures to reduce expenditures and increase savings.
- Integrated technology and business operations to identify targeted solutions to customer issues.
- Organized and analyzed primary and secondary research to understand industry, market and company trends.
Branch Manager
Datacentrix
East London
06.2010 - 06.2018
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Assessed employee performance and developed improvement plans.
- Maintained friendly and professional customer interactions.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Resolved various issues impacting sales management and business operations.
- Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Launched new training program to boost employee skills and staff retention rate.
- Implemented service improvements to enhance sales cycle.
Education
High School Diploma -
Hoerskool Hangklip
Queenstown 01.1993 - 11.1997
National Diploma Human Resource Management - Human Resource Management
Lyceum
South Africa 05.2010 - 10.2012
Bcom Law - Law - Commerical
Unisa
South Africa 05.2016 - Current
Post Graduate - Project Management
Mancosa
East London 01.2019 - Current
RE 5 - Regulatory Examination: Representatives
Moonstone
South Africa 01.2023 - 02.2023
Skills
Communication skills
undefinedAccomplishments
I was chosen amongst +2000 employees to attend an Emerging Talent Training for 1 year due to excellent performance and delivery
Certification
Master Facilitator - Coaching and Mentoring
Timeline
RE 5 - Regulatory Examination: Representatives
Moonstone
01.2023 - 02.2023
Financial Advisor
Sanlam
04.2022 - Current
Consultant
Department of Human Settlement
05.2020 - 03.2022
Post Graduate - Project Management
Mancosa
01.2019 - Current
Master Facilitator - Coaching and Mentoring
10-2018
Assessor- Outcome based assessment
10-2018
Bcom Law - Law - Commerical
Unisa
05.2016 - Current
Branch Manager
Datacentrix
06.2010 - 06.2018
National Diploma Human Resource Management - Human Resource Management
Lyceum
05.2010 - 10.2012
High School Diploma -
Hoerskool Hangklip
01.1993 - 11.1997
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