Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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KUTLWANO MAKGALEMELE

.
Danville

Summary

I am an organized and efficient individual who believes in crafting beyond expectations .I Have acquired a Diploma in Economics and an RE 5 certificate as I am still pursing my dream towards working in this dynamic financial environment. Under great leadership and management I can adapt in new and fast - paced environments. Through my academic years I have acquired fundamental skills in communication, remaining calm under unexpected situations and collaborative work. I am willing to discover and accept new skills and ideas which can be put into practice effectively. I have always had a passion for financial advise and the financial sector in general. I am eager to learn and understand this diverse field in depth. My passion for this industry drives me to keep up with the industry development.

Overview

1
1
year of professional experience
23
23
years of post-secondary education

Work History

Financial Advisor

SureX Life
03.2025 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve long-term goals.
  • Provided comprehensive life planning services, ensuring client families maintain their desired lifestyle after their passing.
  • Educated clients on various financial matters and provided professional recommendations on insurance opportunities, products, and services based on each clients' individual needs.

Support Agent

EA Converter
05.2024 - 02.2025
  • Handling customer inquiries
  • Resolving complaints
  • Guiding through policies and procedures
  • Offering technical support
  • Maintaining positive relationship between customers and the company

Junior accountant

Husika Charter Accountants
01.2024 - 05.2024
  • Stock evaluation
  • Book keeping
  • Update financial statements

Education

NSC -

Hoerskool Elandspoort
04.2001 - 12.2019

Diploma - Economics

Tshwane University of Technology
01.2020 - 12.2023

RE5 - Regulatory Examination

Moonstone Information Refinery Pty Ltd

Skills

    • Creativity

    • Adaptability

    • Ability to Work in a Team

    • Communication Skills

    • Fast Learner

    • Computer Skills

    • Communication

    • Client relation

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Personal Information

Driving License: Code 10

Timeline

Financial Advisor

SureX Life
03.2025 - Current

Support Agent

EA Converter
05.2024 - 02.2025

Junior accountant

Husika Charter Accountants
01.2024 - 05.2024

Diploma - Economics

Tshwane University of Technology
01.2020 - 12.2023

NSC -

Hoerskool Elandspoort
04.2001 - 12.2019

RE5 - Regulatory Examination

Moonstone Information Refinery Pty Ltd
KUTLWANO MAKGALEMELE.