Summary
Overview
Work History
Education
Skills
Certification
Reference
Timeline
Generic

Molly Maseko

Financial Advisor
7144 Zone 6, Ga-rankuwa Pretoria

Summary

Dynamic Financial Advisor with a proven track record at MMI Holdings, adept at developing financial plans and fostering client relationships. Skilled in problem-solving, communication and highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Leveraging expertise in financial advising and customer service, excel in fast-paced environments, driving business growth and client success.

Overview

11
11
years of professional experience
4
4
Certifications

Work History

Financial Advisor

MMI Holdings
03.2017 - Current
  • Build strong relationships with clients and increase client retention rates with personalized communication and regular portfolio review so that clients can make informed decisions about their financial future and portfolios.

Weekened Brand Promoter

Smollan Group (Compass Communication)
09.2015 - 02.2017


  • Increased consumer understanding of product benefits through clear communication of features during presentations and demonstrations and develop an eye-catching visual merchandising displays to attract customers and drive sales growth.

Financial Advisor

FOSE INSURANCE BROKERS
02.2016 - 10.2016
  • Established new client relationships by conducting thorough needs assessments during initial consultations and analyze financial needs of clients and develop tailored strategies to meet their goals.

Call Center Representative

CTI Education Group, Period of Employment
06.2015 - 11.2015


  • Answers customer calls, handles inquiries,Identify upselling opportunities to increase revenue generation and provides customer service .

Protégé

Sanlam
05.2015 - 11.2015

.

  • Learned and adapted quickly to new situations while working independently and collaboratively in a team environment with demonstrated respect, friendliness and willingness to help wherever needed.

Volunteering Farmer

Department of Agriculture and Rural Development
08.2014 - 04.2015


  • Enhanced soil quality through regular testing, targeted fertilization, and proper crop rotation practices and estimating maturity dates of crops and damages done.

Education

Wealth Management

Inseta
Pretoria, South Africa
04.2001 -

Regulatory Examination 5

Moonstone
Pretoria, South Africa
04.2001 -

Bachelor of Business Administration

CTI Educational Group (Heriot-Watt University)
Pretoria, South Africa
04.2001 -

Higher National Diploma in Business

CTI Education School (Pearson Education)
Pretoria, South Africa
04.2001 -

National Senior Certificate

Castle Bridge Combined School
Bloemfontein,South Africa
04.2001 -

Skills

Proficient Problem Solving

Certification

Class of Business 3 (COB 3)- Plumb line Risk Alignment

Reference

Neria Lethebe Mantor-SANLAM

0734316722

0734316722

Gosiame Dikoko Branch Manager- Former Branch Manager-MMI HOLDINGS

+27 73 251 1965

+27 73 251 1965

Liz Hattingh Branch Manager- Former Branch Manager-MMI HOLDINGS

082 620 4358

082 620 4358

Cathrine Mokone-Current Branch Manager

012 316 9400

083 431 0584

Timeline

Continuous Professional Development Programme (CPD Hour)- Institute of Bankers South Africa

08-2024

Class of Business 3 (COB 3)- Plumb line Risk Alignment

10-2019

Class of Business 7 (COB 7)- Plumb line Risk Alignment

10-2019

Class of Business Generic (COB Generic)- Plumb line Risk Alignment

10-2019

Financial Advisor

MMI Holdings
03.2017 - Current

Financial Advisor

FOSE INSURANCE BROKERS
02.2016 - 10.2016

Weekened Brand Promoter

Smollan Group (Compass Communication)
09.2015 - 02.2017

Call Center Representative

CTI Education Group, Period of Employment
06.2015 - 11.2015

Protégé

Sanlam
05.2015 - 11.2015

Volunteering Farmer

Department of Agriculture and Rural Development
08.2014 - 04.2015

Wealth Management

Inseta
04.2001 -

Regulatory Examination 5

Moonstone
04.2001 -

Bachelor of Business Administration

CTI Educational Group (Heriot-Watt University)
04.2001 -

Higher National Diploma in Business

CTI Education School (Pearson Education)
04.2001 -

National Senior Certificate

Castle Bridge Combined School
04.2001 -
Molly MasekoFinancial Advisor