Nandi Magobolo

Call Center

Durban

Summary

Adept Financial Advisor with a proven track record at Sanlam Sky, specializing in investment planning and relationship building. Successfully developed tailored financial strategies, enhancing client portfolio performance. Excelled in retirement planning and financial advising, demonstrating exceptional sales expertise and customer service acumen. Renowned for transforming customer interactions into lasting loyalty.

Overview

years of professional experience

Languages

Work History

Sanlam Sky

Financial Advisor

07.2023 - 07.2024

Job overview

Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Ison Experiences

Customer Service Agent Ice Representative

08.2021 - 04.2023

Job overview

Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Maintained a high level of professionalism when interacting with customers, ensuring positive experiences.
Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
Clearly communicated product features and benefits, helping customers make informed decisions about their purchases.

Education

Ramafole Secondary School
Matatiele

Skills

Investment planning

Timeline