Summary
Overview
Work History
Education
Skills
Timeline
Generic
Ncumisa Mfunda

Ncumisa Mfunda

.
Cape Town

Summary

I am self motivated responsible individual who adapts well to a new environment and consistency worked effectively as a team member. I am a very hardworking and trustworthy with ability to remain calm when under pressure without affecting productivity.


I am excelling in client relationship building and portfolio diversification. Adept at crafting tailored financial plans and delivering impactful presentations, I leverage strong communication and problem-solving skills to enhance client satisfaction and drive revenue growth.

Overview

5
5
years of professional experience

Work History

Personal Financial Advisor

Old Mutual
04.2024 - Current
  • Meet with clients to understand their financial situations, goals, and risk tolerance.
  • Develop and implement personalized financial plans.
  • Provide ongoing support and guidance to clients.
  • Build and maintain strong client relationships.
  • Offer advice on investments, retirement planning, estate planning, and insurance.
  • Research and analyze financial products and services.
  • Stay up-to-date on industry trends and regulations.
  • Prepare and present financial reports to clients.
  • Collaborate with other financial professionals.
  • Meet production targets and contribute to overall company revenue.



Administrator

Lularides
09.2022 - 03.2024
  • Preparing,organising and storing information in paper and digital form.
  • Dealing with queries on the phone and by email.
  • Greeting visitors at reception.
  • Managing diaries, scheduling meetings and booking rooms.
  • Arranging travel and accommodation.
  • Arranging post and deliveries.
  • Recruiting drivers

Intern

Bankseta
02.2020 - 02.2021
  • Maximise customer engagement and satisfaction by delivering excellent customer service.
  • Engaged with customers to better understands customer's needs
  • Banking simulation due to covid 19.

Education

Class of Business:Long Term Insurance +Investments

Milpark
Cape Town, South Africa
10-2024

NC:Generic Mangement:General Management:Banking

Bankseta
Cape Town, South Africa
12-2020

Bachelor of Commerce - Bachelor Of Commerce(General)

Walter Sisulu University
Eastern Cape
04.2001 -

Skills

Time management

Timeline

Personal Financial Advisor

Old Mutual
04.2024 - Current

Administrator

Lularides
09.2022 - 03.2024

Intern

Bankseta
02.2020 - 02.2021

Bachelor of Commerce - Bachelor Of Commerce(General)

Walter Sisulu University
04.2001 -

Class of Business:Long Term Insurance +Investments

Milpark

NC:Generic Mangement:General Management:Banking

Bankseta
Ncumisa Mfunda.