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.
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Proficient Problem Solving
Class of Business 3 (COB 3)- Plumb line Risk Alignment
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
Continuous Professional Development Programme (CPD Hour)- Institute of Bankers South Africa
Class of Business 3 (COB 3)- Plumb line Risk Alignment
Class of Business 7 (COB 7)- Plumb line Risk Alignment
Class of Business Generic (COB Generic)- Plumb line Risk Alignment