Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nokuthula Motshegoa

Private Advisor
Johannesburg

Summary

Accomplished Private Client Advisor with a proven track record at First National Bank, enhancing client portfolios through expert investment strategies and exceptional communication skills. Score card management and achieving my KPI targets.. Specializes in long-term insurance and retirement planning, ensuring meticulous attention to detail and ongoing client support. My key performance area's include driving high client retention and satisfaction through addressing client financial needs by rendering appropriate solutions.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Private Client Advisor

First National Bank
04.2021 - Current
  • Safeguarded sensitive client information through diligent documentation practices and strict compliance with privacy regulations.
  • Conducted regular portfolio reviews with clients to assess performance, discuss any concerns, and make necessary adjustments based on changing financial goals or market conditions.
  • Maintained strict adherence to regulatory requirements and industry best practices in all client interactions.
  • Implemented strategies for clients, maximizing returns while minimizing liabilities.

Private Clients Banker

First National Bank
08.2018 - 04.2021
  • Increased daily sales by 80% by upselling banking products and financial services to customers.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Building relationships with product houses and other stakeholders with the business.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Conducted comprehensive reviews of clients'' financial situations, developing customized wealth management plans.

Sales Consultant Representative

Absa Bank
01.2011 - 01.2018
  • Collaborated with team members to achieve monthly and quarterly sales targets consistently.
  • Enhanced customer satisfaction by providing personalized product recommendations based on their needs and preferences.
  • Increased sales revenue by implementing effective sales strategies and building strong client relationships.
  • Developed a deep understanding of industry trends and competitor offerings to provide effective solutions for clients'' unique challenges.
  • Boosted company reputation through exceptional customer service, resulting in increased repeat business.
  • Answered customer questions about products and services, helped locate merchandise, and promoted key items.
  • Worked to meet or exceed special targets for credit card applications.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Developed and implemented sales strategies to increase profits.

Education

Bachelor of Commerce in Financial Management - Financial Management

Mancosa
Johannesburg, South Africa
04.2001 -

NQF 6 Financial Markets And Instruments - Financial Markets

Full Value Financial Services
Johannesburg, South Africa
04.2001 -

NQF 5 Banking Financial Services - Banking And Financial Support Services

Milpark Business School
Johannesburg, South Africa
04.2001 -

Skills

Long-term Insurance Planning

Performance reporting

Investment strategies

Retirement planning

Financial Planning

Education Planning

Portfolio Management

Attention to detail

Communication skill

Ongoing support and monitoring

Sales and Negotiation skills

Problem Solving skills

Certification

First Level: Regulatory Examination Certificate

Timeline

Private Client Advisor

First National Bank
04.2021 - Current

Private Clients Banker

First National Bank
08.2018 - 04.2021

First Level: Regulatory Examination Certificate

02-2015

Sales Consultant Representative

Absa Bank
01.2011 - 01.2018

Bachelor of Commerce in Financial Management - Financial Management

Mancosa
04.2001 -

NQF 6 Financial Markets And Instruments - Financial Markets

Full Value Financial Services
04.2001 -

NQF 5 Banking Financial Services - Banking And Financial Support Services

Milpark Business School
04.2001 -

Similar Profiles

CREATE PROFILE
Nokuthula MotshegoaPrivate Advisor