Diligent professional with solid background in management and accounting. Organised and swift in processing applications and cash register operations. Committed to cultivate relationships with customers to improve satisfaction levels.
Overview
1
1
year of professional experience
Work History
Financial Advisor
Sanlam Insurance
04.2024 - Current
Monitored and updated financial plans to comply with client goals.
Delivered strategic investment advice for individual and corporate clients.
Assisted clients with estate planning to organize distribution of assets based on client wishes.
Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Cashier Supervisor
Sasol Geduld petrol station
11.2021 - 4 2023
Solved complex customer complaints by providing smart solutions to maintain customer satisfaction.
Distributed money to cashiers at shift start, collected till contents at end-of-shift and arranged for secure storage of cash to prevent losses.
Managed scheduling of breaks for checkout teams based on quieter periods and shift duration.
Processed refunds and exchanges, documenting reasons for returns for audit and accounting purposes.
Managed authorisations on POS systems, verifying transactions before authorising actions to protect company interests.
Helped store management with developing promotions by suggesting approaches based on sales trends and customer requests.
Counted cash and vouchers at day-end within tills and self-service machines, placing in locked safes, in line with company regulations.
Trained recruits on accounting procedures and company policies, instilling cash handling discipline to minimise losses or client complaints.
Site Manager
Sasol Protea Glen petrol station
04.2023 - 03.2024
Organised and participated in [Timeframe] on-site meetings with clientele and subcontractors.
Used company policies to provide effective issue resolution between customers and employees.
Completed projects on time and within allocated budget.
Negotiated contractual terms and conditions with contractors, leveraging persuasive skills to secure profitable agreements.
Drafted reports indicating project progress, resource usage and worker performance for stakeholder planning and review.
Consulted clients on planned project activities to obtain feedback, guidance or preferences used to adjust construction plans and schedules.
Maintained payroll data and attendance records in site management applications for performance tracking and worker compensation.
Business Analytics, Risks & Reinsurance Manager at Millennium Insurance Company LimitedBusiness Analytics, Risks & Reinsurance Manager at Millennium Insurance Company Limited