Nolubabalo Vakalisa
East London
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
10
10
years of professional experience
4
4
Languages
Work History
Financial Advisor
AVBOB
East London
11.2023 - Current
- Render Financial Services On Cashback Funeral Cover And Pensioner Funeral Plan
- 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.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Clerk: Film and Events
City of Cape Town
Cape Town
01.2018 - 06.2020
- Assisting with general administration to support the Film and Permit Office, including the updating of information, generating transactional documentation and reports.
- Dealing with transfers complaints and enquiries creating and maintaining databases for film companies and stakeholders.
- Advising and providing information on film permitting requirements and processes.
- Communicating and facilitating interactions between clients, City Services and other stakeholders on film related activities.
- Arrange meetings and ensure all logistics are provided for meetings with internal and external City Services, Council Committees and stakeholders.
- Attending to the switchboard, making and Receiving telephone calls.
- Maintained filing system and organized customer documents for easy retrieval of information.
- Enhanced office organization with regular maintenance of files, records, and supplies inventory.
- Utilized strong multitasking skills to manage multiple priorities and tasks, ensuring timely completion of each assignment.
- Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
- Managed incoming calls professionally, directing callers to appropriate personnel or taking detailed messages when necessary.
- Provided quality clerical support through data entry, document management, email correspondence, and overseeing operation of office equipment.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Improved customer satisfaction by promptly answering inquiries and providing accurate information.
- Ensured confidentiality of sensitive documents through proper storage methods and restricted access control implementation.
- Processed mail accurately and efficiently, ensuring that all correspondence was distributed to the correct recipients in a timely manner.
- Maintained a professional atmosphere within the office setting through effective communication skills and polished presentation abilities.
Call Centre Agent
Tele – Performance
Cape Town
10.2017 - 12.2017
- Contacting potential or existing customers to inform them about a product or service using scripts.
- Answering questions about products or the company.
- Asking questions to understand customer requirements and close sales.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
- Established trust with clients by accurately addressing their concerns and offering appropriate resolutions based on their needs.
- Developed rapport with customers through empathetic listening skills, creating positive experiences even during difficult conversations.
- Streamlined call flow processes for more efficient response times and increased productivity.
- Improved first-call resolution rates with thorough issue analysis and effective problem-solving techniques.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
- Promptly responded to inquiries and requests from prospective customers.
- Increased efficiency and team productivity by promoting operational best practices.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Teacher
Jack and Jill Primary School
Ngcobo
01.2016 - 12.2016
- Establish and enforce rules for behavior and procedures for maintaining order among the students for whom they are responsible.
- Observe and evaluate students' performance, behavior, social development, and physical health.
- Prepare materials and classrooms for class activities.
- Adapt teaching methods and instructional materials to meet students' varying needs and interests.
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Managed classroom behavior effectively by establishing clear expectations, modeling appropriate conduct, and consistently enforcing established rules and consequences.
- Identified struggling students early on and provided additional support through tutoring sessions and modified lesson plans.
- Assessed student performance regularly using both formative and summative assessments to inform future lesson planning.
- Differentiated instruction to accommodate diverse learning needs, ensuring each student had an equal opportunity for success.
- Organized extracurricular activities such as clubs or field trips that enriched students' learning experiences outside traditional classroom settings.
- Organized and led educational field trips that complemented classroom learning, broadening students' real-world understanding.
- Increased parental involvement in students' education by organizing regular communication and events.
- Improved student engagement by incorporating interactive learning technologies into lesson plans.
Education
Graduate Certificate - End User Computing
Silulo College
Ngcobo, South Africa07.2016
Matric -
White Stone College
Klerksdorp, South Africa12-2014
Graduate Certificate - Management Assistant NQF Level 4
Rostec- Technical FET College
Bloemfontein, Free State07.2013
Graduate Certificate - Strategic Logistics Management
Damelin College
Bloemfontein, South Africa11.2010
Skills
Internet and e-mail, MS Word, MS Excel and Powerpoint
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales expertise
Relationship building and management
Financial advising
Sales and marketing
Timeline
Financial Advisor
AVBOB
11.2023 - Current
Clerk: Film and Events
City of Cape Town
01.2018 - 06.2020
Call Centre Agent
Tele – Performance
10.2017 - 12.2017
Teacher
Jack and Jill Primary School
01.2016 - 12.2016
Graduate Certificate - End User Computing
Silulo College
Matric -
White Stone College
Graduate Certificate - Management Assistant NQF Level 4
Rostec- Technical FET College
Graduate Certificate - Strategic Logistics Management
Damelin College