Mbali Mabaso
Financial Consultant
Port Elizabeth
Summary
My Name is Mbali Mabaso, 29 years of age , residing in Port Elizabeth. I hold a Food and Beverage Operations
Diploma (University of Johannesburg). I have a work experience in the hospitality and Sales industry.
I believe my determination of learning and having a spirit of willingness has shown to be my strongest
strength from all the opportunities I have been presented with. Which I believe my experience and
resilience will work on my favour.
Overview
6
6
years of professional experience
Work History
Financial Consultant
Old Mutual (Finance)
Port Elizabeth
03.2023 - Current
- Responsible for providing exceptional customer service and financial education and achieving lending servicing, transactional banking and insurance sales targets through the marketing and Selling through cross selling while servicing
- The incumbent is individually accountable for achieving results through own efforts
- Meeting monthly sales targets in terms of lending, transactional banking and insurance
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client's signature
- Correct altered loan application information sent for rework and reprint for client's signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e
- Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behaviour and code of conduct
- Builds sustainable relationships that enhances the brand
- Delivers on daily production standards and adheres to service and quality standards
- Processing of lending products and verification of the required information.
Sales Trainee
Simba PepsiCo
Johannesburg
08.2019 - 07.2020
- Deliver on Business Objectives (Holistic KPIs), Cold calling on 60-75 customers monthly, driving Sales, Using 8 Steps of the Call (1
- Call preparation - 8.Call Evaluation), Drive Top line and New product Distribution, Drive Flow compliance to different customer groups, Being Intentional with customer visit, Work on building Healthy customer relationship - Trust - Influence, Drive minimal wastage, Route Administration (Invoice - Credit note - Banking), Operate Hand Held Computer (Order, invoicing, Track performance), Collaborate with other departments to be well prepared and be ahead of the game.
Student Trainee
Sandton Sun Hotel
Johannesburg
06.2018 - 12.2018
- Worked in the kitchen department, focus on pastry, banqueting, breakfast, room service, hot, and cold and bakery kitchen
- Food & Beverage (Banqueting) department
- Responsible for developing performance standard
- Taking immediate action on problems that are encountered in the banquet
- Worked closely with the banqueting manager to carry out the daily duties
- Ensure adequate stock of operating supplies
- Room Service waitress - delivering food and drinks to the rooms, taking orders from the guests and cashiering
- Receptionist; greeting visitors, answering calls, booking in & out guests, answering visitors enquires, doing Admin work
- Making personal contact with the customers and assist them with any request
- Receiving area Department
- Managing and maintaining company products, creating stock profiles and logging stock location, maintaining accurate financial records and generating report.
Education
Food and Beverage Operations Diploma, Food and beverage Operations (Theory), Food and beverage Operations (Practical), Gastronomy (Theory), Gastronomy (Practical), Business literacy, Food Service Economics, Food and Beverage Finance, Communications, End-user Computing, Food Health and Safety, First AID, Beverage Studies, Food and Beverage information technology, Food and beverage law & Regulations, Management Skills, Food service management, Global Tourism, Hospitality Operational (PRACTICAL), Service Leadership - undefined
University of Johannesburg
02.2015 - 12 2018
Skills
Communication
Availability
30 notice
Attributes
- Self-Motivated
- Analytical
- Strategic Thinker
- Team Player
- Determine & Persistent
Careerstatus
Employed
Contacts
0631878224
Vehicle
B - Light Vehicles up to 3,500kg
Willingtotravel
True
Personal Information
- ID Number: 9502010408082
- Disability: no
- Age: 29
- Citizenship: South Africa Citizen
- Gender: Black Female
References
- Old Mutual, Khalmeshe Dabula, Branch manager, Port Elizabeth, 071- 734-3739
- Simba PepsiCo, Naoumi Langa, Front Line Leader - Johannesburg, 0768343048
- Sandton Sun Hotel, Kagiso sello, Head chef, 0823870631
Timeline
Financial Consultant
Old Mutual (Finance)
03.2023 - Current
Sales Trainee
Simba PepsiCo
08.2019 - 07.2020
Student Trainee
Sandton Sun Hotel
06.2018 - 12.2018
Food and Beverage Operations Diploma, Food and beverage Operations (Theory), Food and beverage Operations (Practical), Gastronomy (Theory), Gastronomy (Practical), Business literacy, Food Service Economics, Food and Beverage Finance, Communications, End-user Computing, Food Health and Safety, First AID, Beverage Studies, Food and Beverage information technology, Food and beverage law & Regulations, Management Skills, Food service management, Global Tourism, Hospitality Operational (PRACTICAL), Service Leadership - undefined
University of Johannesburg
02.2015 - 12 2018
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