Michelle Nokwanda Mpanza
Pietermaritzburg
Summary
Dedicated Financial Planner's Personal Assistant with expertise in financial analysis and client relationship management. Develops investment portfolios to maximise revenue and advises clients on tailored financial products. Resolves queries efficiently, enhancing customer service and fostering long-term relationships. Committed to leveraging financial acumen and customer service skills to drive organisational success.
Overview
1
1
Language
1
1
Certification
11
11
years of professional experience
Work History
Financial Planner's personal assistant
Nedbank
Pietermaritzburg, South Africa
07.2019 - Current
- Identified client financial goals and risk tolerance to recommend [Type] products.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Guided clients through the mortgage process, providing advice on products that best suited their financial situations.
- Reviewed and developed investment portfolios based on market changes to generate maximum revenue.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
- Briefed prospective customers regarding current market conditions to exercise better decisions for clients, garnering profitable returns.
- Oversaw and preserved records of financial transactions to optimise workflow and maintain consistent documentation.
Senior Client Advisor
Metropolitan life
Pietermaritzburg, South Africa
01.2016 - 05.2018
- Managed a portfolio of high-net-worth clients, providing personalised financial advice and services.
- Managed complex client queries and issues, providing expert advice and solutions to maintain high satisfaction levels.
- Handled incoming telephone calls promptly to minimise customer waiting times and enhance customer satisfaction ratings.
- Followed up on customer interactions to ensure comprehensive support and enhance customer experience.
- Took incoming calls from customers to address inquiries and provide assistance. and redirected individuals to relevant departments for smooth customer care.
Education
Certificate of Higher Education - commerce
Fundokuhle Secondery School
Pietermaritzburg, KZN01-2009
Skills
- Financial product knowledge
- Financial analysis
- Financial reporting
- Investment strategy
- Financial client advisory
- Client relationship management
- Client support excellence
- Customer engagement
- Communication skills
- Attention to detail
- Client support
- Advising
Languages
English
Intermediate
B1
Certification
- [Area of certification] certified
References
- Siphiwe mkhize -Nedbank
Financial Planner
siphiwemkhi@nedbank.co.za
0767468076
- Thabile Dlamini-Metropolitan Life
Manager
thabiledlamini@gmail.com
0719629577
- Nozipho Kunene-Nedbank
Client Advisor
noziphok@nedbank.co.za
0833944273
Timeline
Financial Planner's personal assistant
Nedbank
07.2019 - Current
Senior Client Advisor
Metropolitan life
01.2016 - 05.2018
Certificate of Higher Education - commerce
Fundokuhle Secondery School