Michelle Roskruge
Financial Advisor
Durban
Summary
Dynamic Financial Advisor with a proven track record at Lonfin Wealth, excelling in investment strategy development and customer relationship management. Cultivated strong client relationships, enhancing satisfaction through personalized financial plans and effective problem resolution. Committed to educating clients and ensuring compliance, driving loyalty and long-term success in financial planning.
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Lonfin Wealth
12.2022 - 05.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Financial Advisor
Old Mutual
06.2019 - 05.2020
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Service Consultant
Capitec Bank
04.2014 - 10.2016
- Analyzed customer feedback data to identify trends and implement targeted improvements, leading to consistently high satisfaction scores.
- Provided information about service procedures and expected timelines.
- Assisted clients opening aacounts, loan applications as well as other account queries.
- Filtrated queries to relevant departments when necessary
- Assisted with branch administration and filing
- Developed strong relationships with clients, leading to increased loyalty and repeat business.
- Served as a key point of contact for clients, providing expert guidance on products and services while maintaining excellent communication throughout all stages of the process.
Customer Service Representative
Aegis BPO
05.2012 - 03.2014
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Responded to customer requests for products, services, and company information.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
RE5 Accreditation - Finance
Moonstone
Durban 04.2001 -
No Degree - Information Technology
PC Training And Business College
Durban, South Africa 04.2001 -
Skills
Investment strategy development
Timeline
Financial Advisor
Lonfin Wealth
12.2022 - 05.2024
Financial Advisor
Old Mutual
06.2019 - 05.2020
Service Consultant
Capitec Bank
04.2014 - 10.2016
Customer Service Representative
Aegis BPO
05.2012 - 03.2014
RE5 Accreditation - Finance
Moonstone
04.2001 -
No Degree - Information Technology
PC Training And Business College
04.2001 -
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