Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Certification
Interests
Gym, Reading
Timeline
Hi, I’m

Mnotho Lungisani Success Zulu

Financial Advisor
Eshowe,KZN

Summary

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning, saving models, funeral products and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.

Overview

3
years of professional experience
1
Certification

Work History

Metropolitan
Eshowe

Financial Advisor
02.2024 - Current

Job overview

  • Assisted clients with budgeting and cash flow management.
  • Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post-retirement.
  • Assisted high-net-worth individuals in wealth preservation through estate planning services and charitable giving strategies.
  • Delivered strategic investment advice for individual and corporate clients.
  • Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Studied financial documents to identify potential areas needing improvement.
  • Helped clients make informed decisions about financial future maybe about 20 per day.
  • Monitored and updated financial plans to comply with client goals.

Isibanisezwe Holdings
Richards Bay

Sales Team Leader
06.2023 - 01.2024

Job overview

  • Executed Monthly Performance Plans with representatives to to identify production gaps.
  • Collected and analyzed call center statistics, sales rates, costs, and customer service metrics.
  • Recruited, trained and onboarded new agents, maintaining exceptional service standards.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Improved organizational efficiency by effectively recruiting new hires and supporting management with personnel decisions.
  • Managed scheduling for agents and product specialists to foster increased productivity.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Boosted first-call resolution rates by equipping agents with comprehensive product knowledge and troubleshooting skills through ongoing training workshops.
  • Managed 50 -member sales team activities to consistently meet daily, weekly and monthly sales targets. (R800 000 pm).

Mdalisu Investments

Sales/Customer Service Consultant
03.2022 - 05.2023

Job overview

  • Documented customer calls in full to minimize confusion in future calls and facilitate complete resolutions to individual issues.
  • Adapted communication style according to individual customer needs while remaining empathetic toward their concerns.
  • Engaged customers in conversation to uncover needs with probing questions and overcome objections using persuasive techniques.
  • Utilized CRM software to accurately track customer interactions, enabling quick access to relevant information during future calls.
  • Sought ways to improve processes and services provided.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Collected and verified application data such as employment histories and financial documentation to determine plan eligibility.
  • Multitasked effectively to simultaneously handle website chat and telephone customers' needs.
  • Promptly responded to inquiries and requests from prospective customers.
  • Completed +/- 20 outbound follow-up calls each day to qualified prospects.

Mdalisu Investments

Sales Agent
07.2021 - 02.2022

Job overview

  • Collaborated with cross-functional teams to identify and address customer needs.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Built diverse and consistent sales portfolio.
  • Increased sales revenue by consistently meeting and exceeding sales targets.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Negotiated contracts with prospective clients, helping to secure long-term business partnerships.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.

Education

University of Zululand
Empangeni, Kwa-Zulu Natal, South Africa

Bachelor of Arts from Psychology, Communication Science & History

University Overview

Skills

  • Enrolled Agent
  • Financial Services
  • Client Needs Assessment
  • Problem-solving abilities
  • Sales Expertise

Accomplishments

Accomplishments
  • Supervised and collaborated with a team of 40 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Resolved product issue through consumer testing.


Additional Information

Additional Information

-I'm a goal-driven individual who has been an A student since pre-school to Tertiary level.

-Unfortunately due to financial reasons i could not further my studies and after graduating i couldn't find a job so i volunteered in Kwanhliziyonye Health Care Center as a Facilitator (From 2017).

- I'm also politically aware as where do we come from as a country and where are we heading to as a whole Nation and even Africa as a continent.

- In my community i coach teens in a football team to help them get regular exercise and get their mind off things such as crime drugs and so forth.

Certification

  • National Certificate: Banking

  • Drivers License Code 10

  • Certificate of Appreciation - Mdalisu

Interests

To serve people in my community, Work out to maximize my strength, to prolong my life span and to self-educate myself

Gym, Reading

Gym, Reading

Four days in a week i have a work out plan to stay healthy and prolong my life span and i also believe that a healthy mind is equals to a healthy life so i read as much as i can.

Timeline

Financial Advisor
Metropolitan
02.2024 - Current
Sales Team Leader
Isibanisezwe Holdings
06.2023 - 01.2024
Sales/Customer Service Consultant
Mdalisu Investments
03.2022 - 05.2023
Sales Agent
Mdalisu Investments
07.2021 - 02.2022
University of Zululand
Bachelor of Arts from Psychology, Communication Science & History

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Mnotho Lungisani Success ZuluFinancial Advisor