Luvo Tyatyaza
Exacutive Adviser
Dutywa,EC
Summary
Dynamic professional with experience at Momentum Metropolitan, excelling in client relationship management and risk advisory. Proven ability in data entry and office management, fostering loyalty through exceptional service. Adept at utilizing CRM tools to enhance client interactions, while mentoring junior advisors to promote a collaborative team environment.
Overview
10
10
years of professional experience
1
1
Language
Work History
Advisor
Momentum Metropolitan
03.2016 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Advised clients on risk management strategies to protect assets against market volatility.
Receptionist
Metropolitan
03.2016 - Current
- Work as financial advisor.
- Receptionist.
- Phone calls from leads and single premium.
- Doing Retirement Annuities.
- Selling all products of Metropolitan Life.
- Attending compliants from clients.
Education
High School Diploma - N/A
Imvuya Institute
South AfricanSkills
Data entry
Telephone skills
File management
Office management
Selling skill
Timeline
Advisor
Momentum Metropolitan
03.2016 - Current
Receptionist
Metropolitan
03.2016 - Current
High School Diploma - N/A
Imvuya Institute