Nwabisa Kula
Financial Consultant
East London
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
Work History
Financial Consultant
Old Mutual
King William's Town
06.2018 - 04.2021
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients and finance companies to find optimal solutions for financing.
- Accepted and processed account payments.
- Collaborated with team members to achieve target results.
- Maintained energy and enthusiasm in fast-paced environment.
Administrative Officer
Bayport Financial Services
King William's Town
03.2016 - 06.2018
- Standardized office structures and processes to promote collaboration and increased performance.
- Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
- Updated reports, managed accounts and generated reports for company database.
- Prepared agendas and took notes at meetings to archive proceedings.
- Consulted with company management to assess requirements and develop operational enhancements to streamline processes and increase team performance.
- Executed record filing system to improve document organization and management.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Offered technical support and troubleshot issues to enhance office productivity.
- Managed incoming correspondence to enhance employee performance and reduce time spent on processing and responding.
Education
National Diploma - Public Management
Walter Sisulu University
East London 01.2022 - Current
N4 Certificate - Marketing Management
Motheo FET College
BLOEMFONTEIN 06.2008 - 12.2008
N5 Certificate - Marketing Management
Motheo FET College
Bloemfontein 06.2014 - 12.2014
Skills
Financial services
undefinedReferences
Mr Uzochukwu Okoroiwu
Manager at Bayport Financial Services
072 529 2017
Andisiwe Ncanywa
Branch Manager at Old Mutual
072 514 4700
Zolisa Ntozake
Student advisor at Walter Sisulu University
078 784 6356
Timeline
National Diploma - Public Management
Walter Sisulu University
01.2022 - Current
Financial Consultant
Old Mutual
06.2018 - 04.2021
Administrative Officer
Bayport Financial Services
03.2016 - 06.2018
N5 Certificate - Marketing Management
Motheo FET College
06.2014 - 12.2014
N4 Certificate - Marketing Management
Motheo FET College
06.2008 - 12.2008
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