Mary Makhoba
Johannesburg
Overview
5
5
years of professional experience
Work History
Financial advisor
Liberty Life
SANDTON
12.2020 - 12.2022
- Developed customized financial plans for clients, leveraging in-depth knowledge of investment strategies and risk management techniques
- Managed client portfolios, consistently achieving above-average returns by conducting thorough market analysis and making informed investment decisions
- Conducted comprehensive financial assessments to evaluate clients' current financial situations, identify areas for improvement, and provide tailored recommendations for wealth accumulation and retirement planning
- Cultivated long-term relationships with clients, providing ongoing financial guidance and support to ensure their financial goals are met, while always prioritizing their best interests and maintaining the highest level of professionalism and ethics
- Reaching Sales targets.
Office administration
Thakga Financial Services
JOHANNESBURG
08.2017 - 12.2019
- Managed and maintained office calendar, scheduling appointments, meetings, and conferences, ensuring optimal time management and efficiency
- Streamlined administrative procedures, implementing a digital filing system that reduced paperwork by 50% and improved overall organization
- Coordinated and oversaw office relocation, successfully managing the logistics of moving employees and equipment to a new facility without disruptions to daily operations
- Prepared and edited correspondence, reports, and presentations, utilizing advanced MS Office skills to create professional and visually appealing documents.
Education
CyberSecurity, Networking devices and Configuration, Troubleshooting, Cybersecurity Administration, Threat Analysis, Understanding Network Access, Network Defense, Hierarchical Design and Number systems. - undefined
Cisco
Current -
Artificial Intelligence, Develop an understanding of the 4IR and automation., Understand the evolution of AL., Discuss foundational concepts and techniques of AI and their application to real-life problems., Explore advances in Al research, application, and commercialization in the United States and the West., Explore advances in AI research, application, and commercialization in China., Unpack the implications of AI for the future of the world of work., Be aware of social and ethical considerations of AI technology., Reflect on the future of AI for society. - undefined
University of Johannesburg
03.2023 -
Digital Marketing, Understand marketing in the digital era, Analyze the different elements in a digital marketing strategy plan, Explore key tenets of contemporary digital marketing channels, Identify and understand digital target markets, Recognize how to use social media channels strategically - undefined
Mancosa
02.2024 -
Skills
Effective communication (written and verbal)Cooperation and relationship managementPlanning and identifying critical tasksOperating System (Windows and MacOS)Office suitesSales
Financials Analysis
Microsoft Excel
Sales and Marketing
Relationship building and management
Client Relations
Employee Benefits Consulting
Business Succession Planning
Analytical Thinking
Attention to Detail
Decision-Making
Adaptability
ITIL Processes
System Configuration
Data Entry
Personal Information
- Date of Birth: 03/09/1995
- Nationality: South African
Timeline
CyberSecurity, Networking devices and Configuration, Troubleshooting, Cybersecurity Administration, Threat Analysis, Understanding Network Access, Network Defense, Hierarchical Design and Number systems. - undefined
Cisco
Current -
Digital Marketing, Understand marketing in the digital era, Analyze the different elements in a digital marketing strategy plan, Explore key tenets of contemporary digital marketing channels, Identify and understand digital target markets, Recognize how to use social media channels strategically - undefined
Mancosa
02.2024 -
Artificial Intelligence, Develop an understanding of the 4IR and automation., Understand the evolution of AL., Discuss foundational concepts and techniques of AI and their application to real-life problems., Explore advances in Al research, application, and commercialization in the United States and the West., Explore advances in AI research, application, and commercialization in China., Unpack the implications of AI for the future of the world of work., Be aware of social and ethical considerations of AI technology., Reflect on the future of AI for society. - undefined
University of Johannesburg
03.2023 -
Financial advisor
Liberty Life
12.2020 - 12.2022
Office administration
Thakga Financial Services
08.2017 - 12.2019