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 QUALITIESSkillsExcellent interpersonal skills and ability to build relationship with customersAbility to do a successful presentationAbility to effectively service current customers by adding constructive value on how to grow their businessAbility to grow business by signing up new outletsAble to make effective sales and upsell to customerExcellent communication skills, both written and verbally, and with both customers and managementAbility to learn and apply information to perform jobAbility to close sales by obtaining the commitment from other customerAble to expand existing business by increasing portfolio and quantities of product rangeAble to listen effectively, not interrupted and absorbed and retains information providedHandling of administrative duties by maintaining accurate records and feedback effectively
Box Building
Labeling
Box Building
Strapping Machines
Barcode Scanners
RFID Package Insertion
Sealing Machines
Temperature Control
Food Safety Regulations
Quality assurance
Storage expertise
Hand tool use
Shipping procedures
Tagging proficiency
First Aid/CPR
PPE Compliance
Self-Motivated
Planning and Coordination
Google Workspace
Maintenance and Repair
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