Mokgadi Amanda Malatji

• Increased client satisfaction by providing personalized financial advice and investment recommendations.
• Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.
• Evaluated the performance of various financial instruments in order to optimize asset allocation within client portfolios.
• Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
• Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.

Cashier's duties

Cupturing data

Doing credit control

Cleaning the office

Acting as branch manager

Assisting client on their financial need

• Increased client satisfaction by providing personalized financial advice and investment recommendations.
• Led workshops on personal finance topics to educate community members about effective money management practices.
• Expanded client base through targeted marketing efforts and referrals from satisfied customers.
• Educated clients on various investment options, empowering them to make informed decisions about their finances.

• Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Responded to telephone and in-person requests for information.
• Provided sales and customer service assistance to walk-in traffic