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 Africa10-2024
NC:Generic Mangement:General Management:Banking
Bankseta
Cape Town, South Africa12-2020
Bachelor of Commerce - Bachelor Of Commerce(General)
Walter Sisulu University
Eastern Cape 04.2001 -
Skills
Time management
Problem solving
Listening skill
Team work
Communication skill
Computer literacy
Planning and organizing skill
Portfolio diversification
Client relationship building
Insurance planning
Presentations
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