Summary
Overview
Work History
Education
Skills
Timeline
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Maseabata Nkita

Financial Consultant
Cape Town

Summary

Goal-oriented Financial Sales Consultant with 3 years in exceeding sales targets while providing excellent customer experiences. Managed high-value customers and built network of new and prospective clients. Background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.

Overview

6
6
years of professional experience
2
2
Languages

Work History

Financial Sales Consultant

DebtBusters
09.2022 - Current


  • Recognized and interpret clients Credit Report trends in sales Consolidation.
  • Create, update and follow up with the client to ensure they are happy and that no credit provider is hassling them after signing up with us. contact and sales records.
  • Implemented initiatives to improve customer satisfaction and increase repeat business.
  • Provide financial advisory to individuals in debt, discuss clients available monthly income and how much their debt and living expenses need to determine over-indebtedness.
  • Collaborate with the client on a debt settlement plan with credit providers
  • Exceeded revenue objectives and achieved bonuses which are given on merit.
  • Exceed revenue collection in the second and forth quarter.
  • Met with members to understand goals and recommend solutions to fit specific needs.
  • Oversaw financial sales to monitor compliance with legal requirements set by the NCR.

Financial Assessor

DebtBusters
08.2021 - 08.2022
  • Supported management and supervisory staff with diverse clerical needs.
  • Answered inquiries with objective of resolving issue in one call or directing inquiries to appropriate representative for escalation.
  • Followed regulatory billing requirements and reported suspected breaches or concerns to management.
  • Followed regulatory standards and maintained compliance with information privacy practices.
  • Cold calling 300 leads per day
  • Presented oral and written report to new joiners for what is expected from the role.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Reviewed and analyzed clients credit report's to know what financial advice to offer their financial problems they are facing.
  • Once client is willing to learn about our financial solutions, I then transfer to the onboarding team for the Financial Consultant to continue with a financial assessment.

Administrative Assistant

Nkazimlo Primary School
03.2019 - 09.2019
  • Executed record filing system to improve document organization and management.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Scheduled office meetings and client appointments for staff teams.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records, e.g school food for feeding scheme.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
  • Assisted coworkers and staff members with special tasks on daily basis.

Sales Assistant

Factorie
11.2017 - 03.2018
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Assisted customers with prompt and polite support in-person and via telephone.
  • Fielded customer questions to share information about products, availability, and pricing.
  • Used consultative sales techniques to understand customer needs and recommend relevant products and services.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.

Education

Advanced Diploma in Management - Business Management

Cape Peninsula University of Technology
Cape Town, South Africa
04.2001 -

Diploma in Entrepreneurship - Small Business Management

Cape Peninsula University of Technology
Cape Town, South Africa
04.2001 -

Skills

Sales Development

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Timeline

Financial Sales Consultant

DebtBusters
09.2022 - Current

Financial Assessor

DebtBusters
08.2021 - 08.2022

Administrative Assistant

Nkazimlo Primary School
03.2019 - 09.2019

Sales Assistant

Factorie
11.2017 - 03.2018

Advanced Diploma in Management - Business Management

Cape Peninsula University of Technology
04.2001 -

Diploma in Entrepreneurship - Small Business Management

Cape Peninsula University of Technology
04.2001 -

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Maseabata NkitaFinancial Consultant