Mandisa Nene
Financial Advisor
Durban,KZN
Summary
Dynamic Financial Advisor with proven expertise at Old Mutual in wealth management and relationship building. Successfully developed tailored financial plans, enhancing client satisfaction and loyalty. Adept at providing investment advice and ensuring compliance, I empower clients to achieve their financial goals while fostering trust and open communication.
Overview
1
1
Certification
Work History
Financial Advisor
Old Mutual
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
Customer Service
BidAir Services
- Resolved customer service escalations to promote mutually beneficial outcomes.
- Increased sales by providing exceptional customer service and product knowledge.
- Strengthened client relationships, provided exceptional customer service and follow-up.
- Promoted a positive dining experience through exceptional customer service.
- Provided exceptional customer service, resolving dealer issues quickly and effectively.
- Delivered exceptional customer service, leading to positive reviews and referrals.
- Provided excellent customer service, addressing concerns promptly and ensuring satisfaction.
- Provided exceptional customer service, ensuring client satisfaction and repeat business.
- Delivered world-class customer service to internal and external customers.
- Assisted clients with luggage handling, demonstrating exceptional customer service skills.
- Collaborated with team members to improve overall customer service experience.
Education
Certificate - Banking
Moonstone
DurbanCertificate - Financial Planning
Milpark Business School
Johannesburg 03.2026
Certificate - Aviation
Skyy Aviation Academy
Durban2018
Diploma - Beauty Technology
Oval Institute of Further Education
Durban 02.2008
Skills
Cash Handling
Wealth Management
Investment advice
Insurance decisions
Financial Advising
Relationship building and management
Retirement needs
Sales expertise
Financial planning
Certification
RE5
Timeline
RE5
06-2024
Financial Advisor
Old Mutual
Customer Service
BidAir Services
Certificate - Banking
Moonstone
Certificate - Financial Planning
Milpark Business School
Certificate - Aviation
Skyy Aviation Academy
Diploma - Beauty Technology
Oval Institute of Further Education