KAGISO MOJELA
Financial Advisor
MaokengTembisa
Summary
South African | African/Black | 1988-09-13 | Male | Drivers License Code 10 INTRODUCTION I'm a self-respecting, hard-working individual who is always willing to work in the corporate world, willing to put all my theoretical ideas within a workplace environment and learn more to empower myself. My diverse fields of specialty include the following: Stock control, office administration, Sales and Marketing management. I'm an easily approachable and easily adapting to changing environment person. I’m a perfectionist when coming to the quality of the work i do and i always quality assures my work before everyone can see it.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Old Mutual
Pretoria
08.2022 - Current
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- 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.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Facilitated new client onboarding process and investment account setup.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Delivered strategic investment advice for individual and corporate clients.
- Helped clients make informed decisions about financial future.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
- Informed clients of strategies for reducing debt and maximizing savings.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Advised clients on investments, retirement and estate planning.
- Assisted clients with budgeting and cash flow management.
- Recommended specific investments to help clients meet financial goals.
- Studied financial documents to identify potential areas needing improvement.
- Created financial models to analyze and evaluate investment strategies.
- Educated clients on potential risks and rewards associated with various investments.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Implemented exit strategies for clients to transition out of investments.
Service Representative
Selpal, Tembisa
10.2018 - 10.2021
- Ensuring each merchant outlet transact using Selpal trading platform
- Ensuring to visit a call schedule of suppliers to increase the number of trading stores,vault deposits and number of products.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Scheduled appointment to resolve more complex issues.
- Accepted payments and updated accounts with latest information.
- Operated in dynamic, high-volume environments to provide skilled assistance to more than Number customers each day.
- Maintained productivity and quality standards at all times.
- Maintained and managed customer files and databases.
- Provided information about company products and services, and capitalized on upsell opportunities.
- Responded to customer calls and emails to answer questions about products and services.
- Implemented expertise in cardiovascular healthcare, sales, and market trends to boost product performance in target regions, ranking among top Number producers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Responded to customer requests for products, services, and company information.
- Answered constant flow of customer calls with minimal wait times.
- Updated account information to maintain customer records.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Provided primary customer support to internal and external customers.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
- Handled customer inquiries and suggestions courteously and professionally.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Tracked customer service cases and updated service software with customer information.
- Processed customer service orders promptly to increase customer satisfaction.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Sales representative
Roots Sales
06.2017 - 10.2018
- Tembisa
- Job summary
- Achieving maximum sales profitability, growth and penetration within assigned area
- Selling company products and to sign up, activate and service new and existing business/customers
- Call adherence
- Visit at least ninety outlets per week (18 per day)
- Ensure visibility with customers and maximize on every opportunity to sell
- Active outlet
- Ensuring outlets visited remain active in that they order products presented (at least one per month to remain active)
- Ensuring that we have the maximum number of outlets buying from us which ensures that Pernod Brands are visible and available in the main market
- Availability
- Ensuring that brands are always available and visible in outlets
- Volume
- Maximizing volume of products ordered from outlets
- Promotions
- Ensuring brand visibility and awareness by conducting promotions at outlets
- Sending promotional feedback email of photos and comments from outlet owner and customers on what they thought of promotions
- Pricing
- Ensuring that outlets sell our brands at the right price (Recommended Retail Price) to ensure that customers buy our product for the best price
- Activations
- Placement of snapper frames, pricing boards, optics etc.in trade to drive visibility and sales of brands
- Tracker book
- Tracking orders placed for each outlet
- Monitoring stock and conducting stock take
- Compile business plan for each outlet
- Reporting
- Submit detailed daily reports to management
- Daily report includes the listing of new SKU you have signed up with outlet owner
- Daily report includes distributor or other distributor from which the owner purchase stock from.
- Developed and delivered engaging sales presentations to convey product benefits.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Trained and mentored new sales representatives.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Generated new leads through networking and attending industry events.
- Utilized CRM software to manage customer accounts and track performance metrics.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Negotiated contracts with clients and developed relationships with key personnel.
- Collaborated with cross-functional teams to identify and address customer needs.
- Developed and implemented sales strategies to increase profits.
- Used customer insights to develop innovative sales strategies to increase sales.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Listened to customer needs and desires to identify and recommend optimal products.
- Wrapped, boxed and weighed bakery department products.
- Prioritized helping customers over completing other routine tasks in store.
- Monitored customers for signs of security concerns and escalated issues to management.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Developed strong rapport with customers and created positive impression of business.
- Used in-store system to locate inventory and place special orders for customers.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Recommended complementary purchases to customers, increasing revenue.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Managed efficient cash register operations.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Created inviting environment for customers by maintaining store organization and cleanliness.
Warehouse Assistant
StratoSat Datacom
Johannesburg
10.2015 - 06.2017
- Alternated goods in inventory by observing first-in and first-out approach to keep shelves organized and properly stocked.
- Cleaned and maintained warehouse in compliance with OSHA safety standards.
- Placed incoming inventory in optimal storage locations to promote continued accuracy and easy retrieval.
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Managed staff scheduling to prepare for high and low production periods to keep warehouse running smoothly.
- Received and processed incoming stock to keep inventory levels accurate and up-to-date.
- Participated in training and development opportunities to provide workers with knowledge and skills to work productively.
- Collaborating with other departments to optimize warehouse operations and keep production high.
- Assisting with returns and exchanges to restore customer confidence and prevent loss of business.
- Evaluated incoming shipments for quality issues and processed unacceptable materials for return.
- Packaged and shipped orders accurately to promote safe and quick delivery to customers.
- Assisted with stock takes and cycle counts to promote accurate inventory processes.
- Conducted inventory control checks and maintained equipment to keep warehouse well-stocked and equipment in good working order.
- Loaded and unloaded delivery trucks promptly for further distribution.
- Operated pallet jacks and other warehouse equipment to move goods quickly and safely.
- Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
- Packed, secured, labeled and applied postage to materials to prepare items for shipment.
- Processed required paperwork to expedite handling of shipped and received goods.
- Maintained up-to-date price lists to accurately calculate shipping, shortage and demurrage costs.
- Partnered with representatives from different carriers to arrange materials shipments.
- Communicated with carrier representatives, arranging for special deliveries and shipment receipts.
- Utilized forklift or pallet truck to load, unload, transport and store goods.
- Factored shipping procedures, rates and routes in making determinations on best shipping methods for materials.
- Rejected damaged items, recorded shortages and corresponded with shippers to rectify issues.
- Moved shipment materials to and from designated areas using lift and hand trucks.
- Handled day-to-day shipping and receiving overseeing more than Number packages per day.
- Drafted and managed work and shipping orders, bills of lading, and shipping route materials for accurate and compliant recordkeeping.
- Verified orders by comparing names and quantity of items packaged with shipping documents.
- Inspected incoming and outgoing shipments to identify discrepancies with records.
- Corresponded with carrier representatives to make arrangements and provide instructions for shipment and delivery of orders.
- Supported reporting, accounting and recordkeeping staff with accurate updates regarding shipment information.
- Requisitioned new supplies and maintained storage areas for smooth department operations.
- Conducted research to address shipping errors and packaging mistakes.
- Worked effectively with shippers to resolve shipment issues, damaged materials and shortages.
- Sorted and delivered materials to different work areas and staff.
- Compared shipping orders and invoices against contents received to verify accuracy.
Shelf Packer
Pick n Pay
Johannesburg
07.2015 - 10.2015
- Packing stock
- Customer Service
- Stock ordering on SAP system
- Stock taking
- Printing new prices tags and mount them where they belong
- House keeping
Education
Certificate-Procurement and supply chain - undefined
Johannesburg Braamfontein
National Diploma - Marketing
Vaal University of Technology
11.2008 - 06.2011
Matric - Commercial Subjects
Eqinisweni Secondary School
01.2007 - 04.2007
Certificate - Logistics Management
Damelin
Braamfontein 11.2022 - 03.2023
Certificate - Stock Control And Store Keeping
Damelin
Braamfontein 05.2022 - 11.2022
Skills
SKILLS AND PERSONAL QUALITIESundefined
Timeline
Certificate - Logistics Management
Damelin
11.2022 - 03.2023
Financial Advisor
Old Mutual
08.2022 - Current
Certificate - Stock Control And Store Keeping
Damelin
05.2022 - 11.2022
Service Representative
Selpal, Tembisa
10.2018 - 10.2021
Sales representative
Roots Sales
06.2017 - 10.2018
Warehouse Assistant
StratoSat Datacom
10.2015 - 06.2017
Shelf Packer
Pick n Pay
07.2015 - 10.2015
National Diploma - Marketing
Vaal University of Technology
11.2008 - 06.2011
Matric - Commercial Subjects
Eqinisweni Secondary School
01.2007 - 04.2007
Certificate-Procurement and supply chain - undefined
Johannesburg Braamfontein
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