MOSHAINA PERTUNIA"KHOMOTSO"" MOTALAOTA
Executive Financial Planner
Kempton Park
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude, seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills with the willingness to take on added responsibilities to meet team goals and handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
4
4
Languages
Work History
Executive Financial planner
Standard bank
5 2021 - Current
- Complete risk analysis and produce financial reports
- Analyze information and prepare plans best suited to individual clients' requirements
- Design financial strategies and assist clients to make informed decisions
- Prospect for new client, set up meetings and sell products available
- Negotiate competitive insurance policies on behalf of clients, securing optimal coverage at favorable rates.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Analyze clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Navigate complex regulatory requirements, ensuring full compliance throughout all aspects of the financial planning process.
- Manage sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
- Research and evaluate potential investment products for clients.
Financial advisor
Old mutual
12.2019 - 04.2021
- Design financial strategies and assist clients to make informed decisions
- Prospect for new client, set up meetings and sell products available
- Review and respond to clients changing needs and financial circumstances
- Contact clients with the news of new financial products or changes to legislation that may affect their savings and investment
- Processing of customer's queries and requests.
Cash consultant
Standard bank
03.2017 - 11.2019
- Loaded cash in ATMS to ensure that customers transact smoothly on daily basis
- Actioned reports and ATM journals
- Solved client's queries based on the transactions made
- Assisted clients with making transfers and statements
- Scanned and filed customers' mandates for easy reference.
Finance intern
Bestmed medical schemes
09.2016 - 02.2017
- Escalated required monthly capturing with Financial Accountants to ensure timeous period closure
- Created vendors on Accpac and collected their BBBEE information
- Assisted with finalization of annual financial statements and recons
- Ensured that the remittance advices sent to suppliers' match with the invoices
- Finalized and captured BBBEE data in procurement system
- Reviewed all GL accounts of each building in the assigned portfolio of buildings for completeness.
- Prepared and posted financial journal entries using technically relevant software.
- Contributed to audit preparations by organizing financial records and addressing discrepancies promptly.
After sales coordinator
Maxidor pty ltd
11.2013 - 11.2014
- Solved client's queries based on prices and installations made
- Maintained electronic filing system and controlled cash administration
- Served as an intermediary between clients, sales consultants, and factory department
- Placed orders, verified job cards, invoices and EFT payments using pastel.
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Handled customer inquiries by staying up-to-date on market and industry trends and finding unique solutions to issues.
Education
Bachelor of Business Administration - Honuors (NQF Level 8) -
MANCOSA
RE5 - Certificate - undefined
Moonstone
Bachelor of Business Administration - bachelor's degree (NQF Level 7) - undefined
CIDA City Campus
Introduction to financial markets - Certificate - undefined
South African institute of financial markets
The bond market - Certificate - undefined
South African institute of financial markets
The equity market - Certificate - undefined
South African institute of financial markets
Ethics and regulations of the South African markets - Certificate - undefined
South African institute of financial markets
Grade12 - Certificate - undefined
Matswake senior secondary school
Skills
Data processing
Portfolio Management
Financial reporting
Teamwork orientation
Sales acumen
Research skills
Administrative skills
Analytical skills
Problem-solving abilities
Investment planning
Communication and interpersonal skills
Attention to detail
References
- Senzo Mdletshe, Standard bank, Manager, Senzo.Mdletshe@standardbank.co.za, 0147849315, 0734474431
- Evelyn MCCrate, Old mutual, Personal assistant, Emccrate@oldmutual.com, 0748841985
- Joseph Matladi, Bestmed medical schemes, Financial accountant, Joseph.matladi@bestmed.co.za, 0122472709
- Hellen Hlungwane, Maxidor pty ltd, HR administrator, hhlungwane@maxidor.co.za, 0116170444
Timeline
Financial advisor
Old mutual
12.2019 - 04.2021
Cash consultant
Standard bank
03.2017 - 11.2019
Finance intern
Bestmed medical schemes
09.2016 - 02.2017
After sales coordinator
Maxidor pty ltd
11.2013 - 11.2014
Executive Financial planner
Standard bank
5 2021 - Current
Bachelor of Business Administration - Honuors (NQF Level 8) -
MANCOSA
RE5 - Certificate - undefined
Moonstone
Bachelor of Business Administration - bachelor's degree (NQF Level 7) - undefined
CIDA City Campus
Introduction to financial markets - Certificate - undefined
South African institute of financial markets
The bond market - Certificate - undefined
South African institute of financial markets
The equity market - Certificate - undefined
South African institute of financial markets
Ethics and regulations of the South African markets - Certificate - undefined
South African institute of financial markets
Grade12 - Certificate - undefined
Matswake senior secondary school