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
Account Development
Financial Needs Assessment
Client Relationship Management
Debt Management
Budget Planning
Negotiation Techniques
Product demonstrations
Sales representative
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 -