Marothi Josias Mashashane

• Contacted major credit bureaus to obtain copies of files and discuss specific entries.
• Assisted clients with filing for bankruptcy and other debt-relief options.
• Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
• Negotiated with creditors on behalf of clients to arrange for payment adjustments, interest rate reductions or payment plans.
• • Seeking Court order declaring client to be over indeed and placement under debt review

• Appying for client's assets finance with the major banks of South Africa

• Once approved, sign the finance contract with the client on behalf of the bank

• Advice and sell insurance products to the client

• Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
• 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.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.