Mahlane Lucky Makgapeetja
Senior Advisor
POLOKWANE
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
12
12
years of professional experience
2
2
Certifications
Work History
Financial Advisor
Old Mutual
06.2017 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
2IC Manager
Old Mutual
03.2013 - 05.2017
- Analyzed transactions to find methods to simplify procedures, improve processes and maximize resources.
- Conducted employee training sessions to educate employees on products and company policies.
- Increased company's profitability through customer relationship development, community involvement and marketing campaigns.
- Planned and directed staffing, training and performance evaluations to develop and control sales and service programs.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
Sales Consultant Representative
Capitec Bank
12.2011 - 02.2013
- Developed and delivered engaging sales presentations to convey product benefits.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Developed and implemented marketing plans to increase brand awareness and drive sales.
- Used customer insights to develop innovative sales strategies to increase sales.
Education
High School Diploma -
Higher Certificate in Financial Planning
Limpopo 04.2001 -
Bachelor of Arts - LLB
UNISA
Polokwane 04.2001 -
No Degree - Fais Compliant
Regulatory Exam RE5
Limpopo 04.2001 -
Bachelor of Arts - BA Hons
University of Limpopo
Polokwane 04.2001 -
Bachelor of Science - Bachelor of Administration
University of Limpopo
Polokwane 04.2001 -
Skills
Pipeline Management
Client Relations
Insurance Decisions
Education Funds
Investment Planning
Retirement Needs
Certification
RE
Timeline
CPD
04-2023
RE
07-2020
Financial Advisor
Old Mutual
06.2017 - Current
2IC Manager
Old Mutual
03.2013 - 05.2017
Sales Consultant Representative
Capitec Bank
12.2011 - 02.2013
High School Diploma -
Higher Certificate in Financial Planning
04.2001 -
Bachelor of Arts - LLB
UNISA
04.2001 -
No Degree - Fais Compliant
Regulatory Exam RE5
04.2001 -
Bachelor of Arts - BA Hons
University of Limpopo
04.2001 -
Bachelor of Science - Bachelor of Administration
University of Limpopo
04.2001 -