Makony Tumelo Kourouma
Pretoria
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Liberty
Bryanston
08.2024 - Current
- Provide expert financial advice to clients, helping them achieve their financial goals
- Develop and implement tailored financial plans, ensuring exceptional customer service and mitigating potential risks
- Conduct comprehensive risk assessments to identify potential risks and develop strategies to mitigate them
- Collaborate with clients to understand their financial objectives and develop personalized financial solutions
- Consistently meet or exceed sales targets, contributing to the growth and success of the organization
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Facilitated client meetings with comprehensive investment strategy planning.
- Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
- Provided recommendations for education funding, estate planning and insurance gap analysis.
- Promoted business to increase customer base and grow revenue.
Claims Agent
Pearson Locke Law
Remote
04.2024 - 06.2024
- Corresponded with insured or agent to obtain information or inform of account status or changes.
- Negotiated settlements between claimants and insurance companies when necessary.
- Processed claims by utilizing insurance company guidelines and procedures.
Outbound Call Centre Insurance Agent
Lead Robot
Remote - Capetown
06.2022 - 01.2023
- Led a team of outbound call center agents, driving sales growth and improving customer satisfaction
- Developed and implemented effective sales strategies, resulting in consistently high sales performance
- Provided coaching and training to team members, enhancing their skills and knowledge
- Resolved customer complaints in a timely manner to maintain high satisfaction levels.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Responded quickly and accurately to inquiries from clients regarding their coverage plans.
- Generated reports detailing sales activities, client interactions, and progress towards goals.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Scheduled meetings with prospective clients to discuss available products and services.
- Exceeded company sales goals for new policies.
Sales Assistant
Cotton On
Pretoria
02.2019 - 01.2021
- Assisted customers with purchases, providing exceptional customer service
- Maintained a high level of product knowledge, making recommendations to customers
- Processed transactions accurately and efficiently, ensuring a seamless customer experience
- Utilized CRM systems to track customer interactions and sales opportunities.
- Completed daily reports on sales performance metrics such as units sold per hour, day, week, month.
- Processed transactions quickly and accurately, maintaining a balanced cash drawer.
- Placed special orders or called other stores to find desired items.
Event Promoter
Brooklyn
- Developed and executed promotional strategies to drive event attendance
- Collaborated with DJs, artists, and performers to enhance events
- Utilized social media platforms to promote events and engage with customers
Education
Marketing Management And Research
IMM Graduate School Of Marketing
Pretoria01.2024
High School Diploma -
The Glen High School
Pretoria01.2015
UNDERGRADUATE STUDIES - BA POLITICS
International University of Grand Bassam
Grand-BassamSkills
- Multilingual Market Research and Analysis
- Product and Service Promotion
- Customer Acquisition and Retention
- Sales Funnel Management
- Lead Generation
- Marketing Strategy Development
- Effective Verbal and Written Communication
- Customer Engagement
- Active Listening
- Persuasion and Negotiation
- CRM and Customer Satisfaction Enhancement
- Time Management and Self-discipline
- Proficient in Remote Collaboration Tools
- Data Analysis and Interpretation
- Digital Marketing (Social Media, Email Campaigns)
- Market Segmentation
- SEO and SEM Knowledge
- Competitor Analysis
Certification
Digital Marketing Certificate, Google Skills for Africa, 2021
Languages
- English, Fluent
- French, Fluent
- Zulu, Fluent
- Sotho, Fluent
- Setswana, Fluent
- Mandarin, Basic
Personal Information
Driving License: C1
Languages
English
First Language
Afrikaans
Intermediate
B1
French
Intermediate
B1
Timeline
Financial Advisor
Liberty
08.2024 - Current
Claims Agent
Pearson Locke Law
04.2024 - 06.2024
Outbound Call Centre Insurance Agent
Lead Robot
06.2022 - 01.2023
Sales Assistant
Cotton On
02.2019 - 01.2021
Event Promoter
Marketing Management And Research
IMM Graduate School Of Marketing
High School Diploma -
The Glen High School
UNDERGRADUATE STUDIES - BA POLITICS
International University of Grand Bassam