Johanna Mothata
Midrand
Summary
Proactive professional with expertise in interpersonal communication and customer relationship management. Experienced in identifying client needs and delivering customized solutions that foster long-term relationships. Demonstrated success in target-driven environments, maintaining professionalism and attention to detail. Fluent in 7 of the 11 official South African languages, ready to enhance team performance and customer satisfaction.
Overview
1
1
Certification
10
10
years of professional experience
Work History
Personal Financial Advisor |
Old Mutual
East Rand
01.2025 - Current
- Conducted client needs analyses to recommend tailored financial solutions.
- Fostered strong client relationships by communicating effectively, listening actively and building trust.
- Responded to client queries and concerns, resolving issues promptly to enhance client satisfaction.
- Prepared and communicated tailored quotations based on client needs.
- Conducted regular client follow-ups to support retention and service satisfaction.
- Maintained accurate CRM records of client interactions and follow-ups.
- Adhered to company policies, regulatory requirements and operational procedures.
- Consistently achieved performance targets, reaching 143.54% of target over five months.
Sales Assistant |
Tekkie Town
Hammanskraal
11.2022 - 03.2024
- Consistently achieved daily, weekly and monthly sales targets.
- Delivered excellent customer service by identifying customer needs and recommending suitable products.
- Addressed customer queries and resolved concerns to enhance overall shopping experience.
- Processed transactions accurately and efficiently using point-of-sale systems to ensure smooth customer checkout.
- Supported stock management, replenishment, markdowns and lay-bye processes.
- Maintained organized and presentable store standards to promote a welcoming environment.
- Collaborated cohesively with team members to enhance productivity in a high-pressure environment. within a fast-paced, customer-focused team.
Sub-Warden |
Rhodes University
Grahamstown
02.2017 - 11.2018
- Managed residential life programs to enhance student engagement and foster community connections.
- Conducted regular safety inspections to ensure a safe living environment and upheld emergency preparedness protocols.
- Supported students through effective communication, active listening and interpersonal skills.
- Assisted with resolving student concerns and maintaining a supportive residence environment.
- Assisted the House Warden with residence administration and operational procedures.
- Conducted residence inspections and assisted with fire drills and safety procedures.
- Coordinated administrative activities related to residence opening and closing.
- Maintained accurate records and ensured adherence to residence policies and procedures.
Education
Bachelor of Commerce - Economics And Accounting
Rhodes University
11-2019
National Senior Certifcate - Matric
Balmoral College
12-2013
Skills
- Financial planning
- Customer relationship management
- Client Administration
- Microsoft Office
- Google Workspace
- Problem Solving
- Critical thinking
- Effective communication
- Interpersonal Skills
Certification
- Valid Driver's License
- Golden Key International Honour Society - Lifetime Member
Timeline
Personal Financial Advisor |
Old Mutual
01.2025 - Current
Sales Assistant |
Tekkie Town
11.2022 - 03.2024
Sub-Warden |
Rhodes University
02.2017 - 11.2018
Bachelor of Commerce - Economics And Accounting
Rhodes University
National Senior Certifcate - Matric
Balmoral College