Khumoetsile Lefifi
Mmabatho
Summary
As professional advisor, deeply committed to delivering actionable insights and fostering collaborative environments. Extensive experience in strategic planning and conflict resolution ensures impactful contributions to team success. Known for adaptability and results-driven approach, excelling in problem-solving and relationship management.
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Premier Advisor FNB
FNB South Africa
11.2022 - Current
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Participate in planned activities that are appropriate for own development.who can:
- 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 the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
Financial Planner
Nedbank
06.2019 - 10.2022
- Offering appropriate financial Planning for the well-being of the bank's clients, whilst maintaining the interests of the bank.
- To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.
- Key Performance Areas:
- Sales and Leads – Meet monthly targets as set out by the 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 a new business pipeline through marketing; lead generation and tracking.
- Administration
- 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.
Financial Advisor
Metropolitan
09.2014 - 01.2019
- Establish productive, professional and enabling relationships with clients to manage and enhance the value of all stakeholders
- Provide ongoing support to clients to facilitate growth and embedding of the engagement strategy
- Ensure the holistic Financial Wellness Framework is embedded with the client
- Pursue productivity and drive the achievement of growth and engagement targets to increase new business and the acquisition of new engaged clients.
- Create and identify business opportunities for our practice in line with our financial wellness philosophy
- Partner with the relevant stakeholders to identify opportunities on how to grow and enhance the value of the practice
- Conduct client financial needs analysis in order to create a customized financial plan to achieve clients’ financial goals
- Engage with prospective clients in order to highlight the 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 the systems
- Accurately complete all administrative and regulatory reporting requirements within agreed time frames.
Assistant Store Manager
PEP
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
Education
N6 - Financial management
Taletso TVET COLLEGE
01.2018
RE05 - undefined
Moonstone
01.2018
senior certificate - Business/Commerce, General
barolong high school
01.2010
Skills
- Relationship building
- Problem-solving
- Presentations and public speaking
- Client engagement
- Customer service
- Product knowledge
- Active listening
Certification
- RE05
- Leveraging Neuroscience in the Workplace
Languages
tswana
English
Timeline
Premier Advisor FNB
FNB South Africa
11.2022 - Current
Financial Planner
Nedbank
06.2019 - 10.2022
Financial Advisor
Metropolitan
09.2014 - 01.2019
Assistant Store Manager
PEP
10.2011 - 08.2014
RE05 - undefined
Moonstone
senior certificate - Business/Commerce, General
barolong high school
N6 - Financial management
Taletso TVET COLLEGE