Mushfiekah Fenton-Roman
Cape Town
Summary
I am eager to secure a position that presents both a challenge and the opportunity for reward, where I can leverage my robust financial acumen, proven leadership abilities, and extensive industry experience to deliver unparalleled customer service, and drive profitability for the organization. As a diligent professional, I excel in every task I undertake, and I possess a forward-thinking mindset, always ready to embrace and master new skills to contribute to the success of the company.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Old Mutual Life Assurance South Africa
Cape Town
09.2021 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Build strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Optimizing recruitment processes to secure top talent in the industry.
- Collaborated with cross-functional teams to align financial services with overarching business objectives.
Student Guidance Manager
Shaw Academy
Cape Town
03.2020 - 09.2021
- Delivered exceptional customer service by addressing client inquiries, and resolving issues promptly.
- Managed administrative tasks to ensure efficient office operations, and support organizational goals.
- Provided empathetic counseling to individuals, aiding in their personal and professional development.
- Developed and maintained positive relationships with clients to foster trust and loyalty.
Sales Representative
Sell Direct Marketing
Cape Town
09.2018 - 03.2020
- Developed and executed marketing strategies to boost product awareness and drive customer engagement.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
- Expanded the customer base through cold calling, networking, and relationship building.
- Assisted in training new sales representatives on company procedures and products.
Deli Assistance
Shoprite/Checkers
Cape Town
07.2017 - 06.2018
- Prepared a variety of cold and hot dishes, adhering to recipe and presentation standards.
- Assisted in inventory management, and ensured the availability of necessary ingredients.
- Collaborated with the kitchen team to maintain a clean and safe working environment.
- Provided administrative support by organizing schedules and managing supplier communications.
- Trained and supervised junior staff, promoting teamwork and efficiency in the kitchen.
- Implemented time-management techniques to streamline kitchen operations and reduce wait times.
Education
Higher Certificate - Wealth Management
Moonstone Business School of Excellence
Cape Town01.2024
National Senior Certificate -
Crystal Secondary High School
Cape Town01.2015
Skills
- Strong work ethic
- Adaptability
- Effective communicator
- Risk management
- Client relations
- Collaborative team member
- Analytical problem-solving
- Creative origination skills
- Leadership
- Sales strategies
Languages
English
First Language
Afrikaans
Intermediate (B1)
B1
References
Mahir Fredericks (Old Mutual Direct Financial Advice)
0737931779
Timeline
Financial Advisor
Old Mutual Life Assurance South Africa
09.2021 - Current
Student Guidance Manager
Shaw Academy
03.2020 - 09.2021
Sales Representative
Sell Direct Marketing
09.2018 - 03.2020
Deli Assistance
Shoprite/Checkers
07.2017 - 06.2018
Higher Certificate - Wealth Management
Moonstone Business School of Excellence
National Senior Certificate -
Crystal Secondary High School