Nqobile Charity Mavuso
Alberton,Gauteng
Summary
I am an Enthusiastic and energetic person. exceptionally I work well in groups as well as individually; I strive to be better always. I enjoy challenges, resolving client problems, and believe that I can achieve anything that I set my mind to. I pride myself in my professionalism as well as my will to achieve anything that is set out for me that is done to the best of my ability.
Overview
15
15
years of professional experience
1
1
Certification
Work history
Personal Financial Adviser
Old Mutual
Alberton, Gauteng
2024.03 - Current
- Promoted financial products and services, attracting new business opportunities.
- Advised on choices of insurance policies for adequate coverage against potential risks.
- Implemented tax-efficient strategies, reducing client liabilities.
- Maintained up-to-date knowledge of regulatory changes, ensuring compliance at all times.
- Assisted clients with estate planning, securing family wealth for future generations.
- Solved complicated scenarios regarding pensions scheme leading to clarified decision making.
- Optimised client financial goals by developing personalised investment strategies.
- Assisted clients with planning for and funding retirements using various types of investments.
- Achieved personal KPIs with diligent work and supported overall team objectives.
- Supported clients in setting clear financial goals with plans to achieve them.
Client relations consultant
Old Mutual
Alberton, Gauteng
2019.09 - 2024.02
- Collaborated with internal teams for efficient service delivery.
- Handled queries from clients, ensuring timely response and resolution.
- Streamlined communication processes for improved customer satisfaction.
- Identified opportunities to upsell services and enhance revenue streams.
- Increased brand loyalty by delivering exceptional customer service.
- Managing and maintaining face to face relationship with clients
- Admin Clerk duties
- Managing telephonic inquiries and queries
Financial consultant
Old Mutual Finance
Centurion, Gauteng
2010.12 - 2016.09
- Attended industry conferences, enhanced professional development and industry knowledge.
- Carry out standard customer service activities and handle simple customer inquiries.
- Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Education
Matric - Commercial Subjects
Mabuya High School
Daveyton, GautengFinance and Accounting (Public) - Finance and Accounting
Unisa
Pretoria, Gauteng /2005 -
Skills
- Proactivity in identifying opportunities
- Empathy for client concerns
- Client-Focused approach
- Patience with client queries
- Regulatory compliance
- Insurance knowledge
- Retirement planning
- Financial planning
- Developing financial plans
- Client Relationship Management
- Pension transfers
- Retirement income optimisation
- Advising on investments
- New business generation
Certification
- Regulatory Examination Certificate -RE5
- Pastel Payroll and HR
- Pastel Accounting
- Microsoft Office
Victor Naidoo
Business Manager ( Old Mutual)
011 861 3375
084 840 2660
Timeline
Personal Financial Adviser
Old Mutual
2024.03 - Current
Client relations consultant
Old Mutual
2019.09 - 2024.02
Financial consultant
Old Mutual Finance
2010.12 - 2016.09
Finance and Accounting (Public) - Finance and Accounting
Unisa
/2005 -
Matric - Commercial Subjects
Mabuya High School