Hi, I’m
Khanyisa Mtywaku
Financial Planner
Gauteng
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. 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. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.
Overview
16
years of professional experience
Work History
SanlamGauteng
Financial Advisor
09.2022 - Current
Job overview
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Sanlam Development Gauteng
Financial Advisor
02.2022 - 09.2022
Job overview
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Old Mutual Gauteng
Financial Advisor
11.2016 - 06.2019
Job overview
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- 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.
Old Mutual Gauteng
Financial Consultant
03.2016 - 10.2016
Job overview
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Metropolitan Gauteng
Sales Consultant
03.2015 - 11.2015
Job overview
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
- Stayed knowledgeable on latest Product or Service innovations and technological advancements through continuous training.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.
LibertyGauteng
Sales Consultant
06.2014 - 03.2015
Job overview
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Nurtured leads through consistent follow-ups, ultimately converting prospects into satisfied customers.
BetterlifeGauteng
Sales Consultant
10.2012 - 05.2014
Job overview
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
- Strengthened brand reputation by delivering superior customer experiences that fostered loyalty and repeat business.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
Platinum Gauteng
Call Agent
03.2008 - 09.2012
Job overview
- Built strong customer relationships with empathetic communication and active listening skills.
- Maintained high call quality standards by adhering to company guidelines and protocols.
- Handled escalated calls with professionalism, effectively de-escalating situations and finding resolutions.
- Achieved targeted call resolution times by swiftly identifying issues and providing solutions.
- Identified recurring issues or trends in customer complaints, leading to improvements in products or services as a result.
- Provided constructive feedback during regular team meetings, helping drive continuous improvement within the department.
- Boosted sales by offering tailored recommendations based on customer needs and preferences.
- Handled customer escalations professionally, upholding positive team reputation and maintaining satisfaction.
- Kept records of calls placed and charges incurred.
Education
AlbatrossGauteng
Certificate from Wealth Management
11.2022
Moonstone Gauteng
RE 5 from Financial Planning
11.2015
BreidbachEastern Cape
Matric from Matric
12.2003
Skills
Mutual funds and liabilities
Timeline
Financial Advisor
Sanlam
09.2022 - Current
Financial Advisor
Sanlam Development
02.2022 - 09.2022
Financial Advisor
Old Mutual
11.2016 - 06.2019
Financial Consultant
Old Mutual
03.2016 - 10.2016
Sales Consultant
Metropolitan
03.2015 - 11.2015
Sales Consultant
Liberty
06.2014 - 03.2015
Sales Consultant
Betterlife
10.2012 - 05.2014
Call Agent
Platinum
03.2008 - 09.2012
Albatross
Certificate from Wealth Management
Moonstone
RE 5 from Financial Planning
Breidbach
Matric from Matric
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