Kagiso Peter Phetla

• Built strong relationships with clients through consistent communication and exceptional customer service.
• Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
• Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
• Expanded client base through targeted marketing efforts and referrals from satisfied customers.
• Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
• Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
• Educated clients on various investment options, empowering them to make informed decisions about their finances.
• Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Assisted clients with budgeting and cash flow management.

Conducted affordability review

Worked in 4 departments at umzimkhulu psychiatric hospital:

Administration, supply chain, finance office, human resource.

Administration : opening, managing and closing of patient files, answering calls, coordinated communication between departments and staff, handled patients complains and concerns, coordinated meetings and events.

Finance : finance( budget and expenditure), making financial document copies, compiling suppliers payments, typing and printing business activity statements registers, batching payment vouchers to head office, allocating non stock items and replenishments, preparing and processing journals, recording and referencing of commitments and making payments.

Human resource : filing leafs, managing pensions and benefits of employees, creating job advertisements, typing interview questions, writing minutes meetings, typing agendas, updating leave forms and files.

Supply chain: logistics management, recepting all items in recept book, releasing stock purchased items to patient wards, updated store ledger cards and bin cards.

Aquisition management, updated the control registry of stock items, analysing quotations, opened tender box, received stock items and replenishments, drafting of specifications and received stock according to supply advice and delivery note.