Kagiso Malefo

Sales and marketing

Short and long term loans

Life insurance

Financial advise

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Sales and Marketing

Long and short-term loans.

Funeral cover sales.

• 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.
• Followed up with existing customers to provide additional support and address concerns.
• Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.

Assisting clients with debt reviews ,making arrangements with debt collectors and providing financial education and follow ups with existing clients.

• Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Increased client satisfaction by providing personalized financial advice and investment strategies.
• Collaborated with team members to streamline processes and improve overall client experience.

Sales and Marketing :

Personal loans

Consolidation loans

Telesales marketing

Presentations and promotions

Sales in funeral cover , cell phone contracts, consolidation loans and Personal loans.

• Enhanced product knowledge through continuous training and professional development opportunities.
• Achieved top performer status within the company due to consistent high sales numbers.
• Developed strong relationships with clients through excellent customer service and regular followups.
• Increased sales revenue by consistently meeting and exceeding sales targets.

Sales in legal insurance.

• Assisted call-in customers with questions and orders.
• Enhanced product knowledge through continuous training and professional development opportunities.
• Increased sales revenue by consistently meeting and exceeding sales targets.
• Developed strong relationships with clients through excellent customer service and regular followups.
• Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
• Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.