Summary
Overview
Work history
Education
Skills
Websites
Certification
Languages
Timeline
Generic

Khumoetsile Lefifi

Mmabatho,South Africa

Summary

Accomplished professional with expertise in sales management and client relationship management, specialising in financial product knowledge and investment advice proficiency. Demonstrates exceptional skills in sales target management, new business generation, and planning for retirement, ensuring client confidentiality and satisfaction. Adept at dealing with uncertainty and reflective thinking, fostering strong client services and customer service practices. Committed to career growth through innovative financial planning and estate planning strategies.

Offering strong communication, problem-solving, and interpersonal skills. Knowledgeable about client relations and keen on providing valuable insights and support. Ready to use and develop analytical thinking, relationship management, and strategic planning in the financial Industry.

Overview

14
14
years of professional experience
2023
2023
years of post-secondary education
1
1
Certification

Work history

Premier Advisor FNB

FNB South Africa
Mafikeng, South Africa
11.2022 - 07.2025
  • Provide appropriate banking and financial solutions across allocated portfolio of clients.
  • Participate in planned activities of more than 100 people that are appropriate for own development.
  • Deliver exceptional experience and education to Private and premier Clients on basic wealth creation, accumulation.
  • Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
  • Understand and market all financial services solutions within relevant business offering.
  • Assist with profit growth for business through ensuring effective management of leads pipeline.
  • Produce consistently high-quality outputs within agreed deadlines.
  • Provided guidance on risk management to safeguard clients' investments.
  • Streamlined communication processes, improving team coordination.
  • Devised comprehensive retirement plans tailored to meet individual client needs.
  • Established strong relationships with clients for improved business partnerships.
  • Delivered presentations on financial planning strategies leading to informed decision making by clients.
  • Initiated routine check-ins with clients, maintaining high levels of service delivery.
  • Collaborated effectively with colleagues, fostering positive work environment.
  • Updated clients on new financial products for improved investment possibilities.

Financial Planner

Nedbank
Mmabatho, Zeerust, Lichtenburg and Mahikeng
06.2019 - 10.2022
  • Offering appropriate financial Planning for well-being of bank's clients, whilst maintaining interests of bank.
  • To add value to customer base via provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting clients unique financial needs.
  • Meet monthly targets as set out by Regional Manager.
  • Delivers on daily production standards and adheres to service and quality standards.
  • Provide excellent face to face and telephonic services to customers.
  • Facilitates intra branch referrals by building mutually beneficial relationships with other business units.
  • To establish new business pipeline through marketing; lead generation and tracking.
  • Maintain accurate client files and client information.
  • Maintain and file all customer advice records, alternative product offerings and any other communication between customer and Financial Planner.
  • Ensure that client reviews are done as required.
  • Resolved disputes promptly, ensuring continued customer satisfaction.
  • Customized financial advice according to individual client circumstances.
  • Enhanced client understanding of complex financial concepts through clear communication.
  • Identified opportunities in market to maximize returns on investments.
  • Attended industry conferences regularly for keeping abreast of latest developments in finance and investment sectors..
  • Proposed sound financial plans to ensure retirement security.
  • Conducted in-depth reviews of client circumstances, current provisions and future aims, seeking optimal financial plans and outcomes.
  • Set up prospective and existing client meetings in settings that best suit their needs, to offer above-and-beyond service.

Financial Advisor

Metropolitan
Mafikeng
09.2014 - 01.2019
  • Establish productive, professional and enabling relationships with clients to manage and enhance value of all stakeholders.
  • Provide ongoing support to clients to facilitate growth and embedding of engagement strategy.
  • Ensure holistic Financial Wellness Framework is embedded with client.
  • Pursue productivity and drive achievement of growth and engagement targets to increase new business and acquisition of new engaged clients.
  • Create and identify business opportunities for practice in line with financial wellness philosophy.
  • Partner with relevant stakeholders to identify opportunities on how to grow and enhance value of practice.
  • Conduct client financial needs analysis in order to create customized financial plan to achieve clients' financial goals.
  • Engage with prospective clients in order to highlight features and benefits of various products based on their financial wellness needs in order to support and guide their decision making process.
  • Accurately capture client information, relevant actions and sales on systems.
  • Accurately complete all administrative and regulatory reporting requirements within agreed time frames.

Assistant Store Manager

PEP
North West Mmabatho
10.2011 - 08.2014
  • Stock takings, relieving branch manager, ordering of stock, cash up, reporting on daily and monthly reports, training new staff, ordering stationery.
  • Aided in loss prevention efforts; ensured security measures were adhered to throughout the store.
  • Implemented promotional activities, increased product visibility and awareness amongst customers.
  • Developed strong relationships with suppliers for prompt delivery of orders.
  • Collaborated closely with Store Manager to develop marketing strategies that drove footfall into the shop.
  • Managed cash registers, handled financial transactions accurately.
  • Completed administrative tasks such as generating reports on sales trends, losses or thefts without delay or errors.
  • Handled employee concerns discreetly; fostered healthy working environment.
  • Resolved customer complaints efficiently, ensured customer satisfaction.
  • Motivated sales teams to achieve daily store targets.

Education

N6 - Financial management

TALETSO TVET COLLEGE
Mafikeng, North West
01.2016 - 12.2018

High School Diploma - Business/Commerce, General

Barolong High School
Mahikeng
01.2008 - 01.2010

RE05 - financial industry

Moonstone
Klerksdorp

Skills

  • Sales Target Management
  • Client Services
  • Sales Management
  • Financial product knowledge
  • Client confidentiality practices
  • Investment advice proficiency
  • Financial planning
  • Planning for retirement
  • Pension transfers
  • Estate planning
  • Customer Service

Certification

  • RE05, Moonstone, 01/01/18
  • Leveraging Neuroscience in the Workplace

Languages

tswana
English

Timeline

Premier Advisor FNB

FNB South Africa
11.2022 - 07.2025

Financial Planner

Nedbank
06.2019 - 10.2022

N6 - Financial management

TALETSO TVET COLLEGE
01.2016 - 12.2018

Financial Advisor

Metropolitan
09.2014 - 01.2019

Assistant Store Manager

PEP
10.2011 - 08.2014

High School Diploma - Business/Commerce, General

Barolong High School
01.2008 - 01.2010

RE05 - financial industry

Moonstone

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Khumoetsile Lefifi