Legadima Levin Legadima
Bank Advisor
Pretoria
Summary
Proven Client Advisor with a track record of fostering strong relationships and driving sales growth at First National Bank. Skilled in consultative selling and financial knowledge, I excel in new business development and client retention. Demonstrated ability to exceed sales targets by leveraging relationship management and customer engagement skills. 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.
Overview
12
12
years of professional experience
Work History
Client Advisor
First National Bank
12.2016 - Current
- Assisted customers with product selection based on individual needs and preferences.
- Excelled in meeting sales targets, contributing significantly to the overall success of the team.
- Demonstrated adaptability by quickly learning new systems, tools, or products as necessary for the job.
- Strengthened client relationships through regular communication and proactive follow-up on inquiries.
- Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
- Contributed to company growth by identifying new business opportunities and cross-selling services.
- Enhanced team morale through consistent collaboration efforts aimed at fostering a positive work environment.
- Assisted in training new team members, sharing best practices and expertise in Client Advisor role.
Back Office Administrator
Standard Bank of South Africa
07.2014 - 12.2014
- Coordinating the KYC project in the branch for business or commercial unit
- Making document arrangements for opened and active business account for a filing and documents keeping
- Packing documents in order for the KYC requirements for the compliance of the account or a business profile
- Performing need analysis on the work done by a colleague for a quality assurance, making sure that documents packed are KYC related documents for a quality checking before scanning the documents into the system
- The documents were send to head office for a final checking according to the provided check list
External Sales Consultant
Standard Bank South Africa
04.2012 - 03.2014
- 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.
- Provided sales and customer service assistance to walk-in traffic
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Education
High School Diploma -
St. Brendens Catholic Secondary School
Botlokwa, South Africa 04.2001 -
Diploma In Business Administration And Information - Accounting
PC Training And Business College
Pretoria, South Africa 04.2001 -
Higher Certificate in Banking - Banking And Financial Support Services
Production Management Institution
Kempton Park, South Africa 04.2001 -
Skills
Relationship Management
Languages
English
Advanced (C1)
Northern Sotho
Advanced (C1)
TshiVenda
Advanced (C1)
Interests
Growth
Timeline
Client Advisor
First National Bank
12.2016 - Current
Back Office Administrator
Standard Bank of South Africa
07.2014 - 12.2014
External Sales Consultant
Standard Bank South Africa
04.2012 - 03.2014
High School Diploma -
St. Brendens Catholic Secondary School
04.2001 -
Diploma In Business Administration And Information - Accounting
PC Training And Business College
04.2001 -
Higher Certificate in Banking - Banking And Financial Support Services
Production Management Institution
04.2001 -
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