Neo Petunia Maleka
Established Financial Advisor
Rustenburg
Summary
Dedicated Customer Service Representative with a proven track record of establishing strong communication and relationships with clients. Skilled at identifying customer needs and providing effective solutions. Possesses excellent time management skills and in-depth knowledge of the customer service industry. Ready to bring a hardworking attitude to the next team, with a successful nine-year history in financial services. Excels in guiding clients towards financial success, exceeding branch goals, and managing sales effectively. Passionate about delivering exceptional customer service, well-versed in service marketing and credit offerings. Known for inspiring staff loyalty through strong leadership and communication abilities.
Overview
8
8
years of professional experience
8
8
years of post-secondary education
3
3
Languages
Work History
Personal Financial Adviser
Old mutual Personal finance
Rustenburg
06.2021 - Current
- Assist our valued customers to achieve their life time goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions
- Generates leads through networking and relationship building, resulting in ongoing customer interaction and relationship management.
- Analyzed client financial situations to develop tailored financial planning solutions and strategies.
- Established and maintained strong client relationships through regular reviews and communication.
- Developed and deepened relationships with new and existing clients.
- Provide operational support services and sometimes act as first-line supervisor of a transactional operations area. Involves using existing systems and protocols.
- Deliver specialized support and service for new and existing accounts in line with organizational policies and procedures. Respond to complex customer inquiries while helping senior colleagues manage and maintain customer relationships.
- Used System software to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Promoted products and services by conducting educational seminars to clients and prospects.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
Financial Service Consultant
Old mutual finance
06.2017 - 03.2021
- To provide excellent client service and financial education and to achieve targets through the marketing and selling of Old Mutual and other products
- The incumbent is individually accountable for achieving results through own efforts
- Meets monthly sales targets in terms of lending and other products
- Meets collections and arrears targets in terms of lending products
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through marketing, lead generation and tracking
- Adheres to internal, regulatory and legislative governance to ensure quality business and mitigate risk
- Facilitates branch referrals by building mutually beneficial relationships with other business units
- Provides excellent face to face and telephonic service to customers
- Builds sustainable relationships that enhances the brand
- Delivers on daily production standards and adheres to service and quality standards.
- Organised and participated in networking events to expand client base and foster professional relationships within the financial industry.
Education
Certificate of Higher Education - Higher Certificate in Banking
SA Accounting Academy
Krugersdorp, South Africa 01.2025 - 02.2026
GED -
Moonstone Business School
Pretoria, South Africa 02.2025 - 03.2025
Matric -
Mafikeng High School
MAFIKENG 01.2005 - 12.2011
Skills
Building Trust
Education
other
Languages
English
Afrikaans
Tswana
Timeline
GED -
Moonstone Business School
02.2025 - 03.2025
Certificate of Higher Education - Higher Certificate in Banking
SA Accounting Academy
01.2025 - 02.2026
Personal Financial Adviser
Old mutual Personal finance
06.2021 - Current
Financial Service Consultant
Old mutual finance
06.2017 - 03.2021
Matric -
Mafikeng High School
01.2005 - 12.2011
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