Rugby, Hiking, Nature, DIY projects
Odry Cecil Mentoor
Client Service Consultant
George
Summary
Over 20 years of experience in the frontline client service industry, establishing a strong foundation in customer service, client relations, and problem-solving. Proven track record as a Client Services Consultant, demonstrating the ability to build vibrant relationships, develop new prospects, and manage customer interactions effectively to achieve organizational goals. Expertise in financial advising enhances skills in processing transactions and fostering client-centric solutions. A commitment to generating goodwill and loyalty drives success in building key relationships with decision-makers. Eager to leverage extensive knowledge and experience alongside innovative concepts from the organization to create impactful results.
Overview
23
23
years of professional experience
Work History
Financial Service Consultant
Sanlam Sky
07.2025 - Current
- Financial planning to engage new business and enhance the knowledge of potential clients
- Conduct a financial needs analysis to get an understanding of client’s financial situation before taking action through a clear, well thought through process.
- Conduct a financial needs analysis to develop and implement a customized financial plan to achieve the client’s financial goals.
- Identify opportunities in every interaction and remain passionate, resilient, focused and organized. Timeously complete administrative duties related to my role
- Proactively build and maintain client relationships by presenting innovative and trustworthy products through professional and credible advice.
- Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity.
- Build sound relationships with clients through honesty, trust and respect
- Effective time management to ensure optimal productivity
Client Services Consultant
Momentum Metropolitan Investments
07.2022 - 07.2025
- Provide expert advice to clients and stakeholders. Build and maintain relationships with clients, internal and external stakeholders.
- Deliver on service level agreements to clients, internal and external stakeholders in order to ensure that client expectations are managed and met.
- Ongoing communication with clients to ensure client satisfaction.
- Collaborate seamlessly with other departments to ensure service delivery according to the company service level agreement.
- Process various financial transactions including claims.
- Effective filing of financial transaction, step by step processes on company database and filing system.
- Ensure that deadlines are met according to the company service level agreement.
- Compiling letters for clients when required for various client needs.
- Build sound relationships with clients through honesty, trust and respect
- Effective time management to ensure optimal productivity
Financial Advisor
Premier Financial Advisor
02.2019 - 07.2022
- Financial planning to engage new business and enhance the knowledge of potential clients
- Conduct a financial needs analysis to get an understanding of client’s financial situation before taking action through a clear, well thought through process.
- Conduct a financial needs analysis to develop and implement a customized financial plan to achieve the client’s financial goals.
- Identify opportunities in every interaction and remain passionate, resilient, focused and organized. Timeously complete administrative duties related to my role
- Proactively build and maintain client relationships by presenting innovative and trustworthy products through professional and credible advice.
- Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity.
- Build sound relationships with clients through honesty, trust and respect
- Effective time management to ensure optimal productivity
Night Manager (Hospitality)
Fancourt Hotel & Resort
03.2014 - 10.2018
- Primary function was to manage the resort at night.
- Other functions were to promote our brand, maximize revenue and prevent revenue losses through auditing, analyzing and scrutinizing transactions.
- Focuses were to ensure that the daily operational policies and procedures were adhered to.
- To ensure customer satisfaction, prompt and consistent service delivery.
- Sales and financial reporting on the day-to-day statistics of the organization
- Back-office duties were to ensure that operational equipment was readily available and functional, stocktaking and regular ordering of stationery.
- Making sure that health and safety operational standards are adhered to.
- Ensuring the safety our customers in general.
Night Manager (Hospitality)
Tsogo Sun Hotels
03.2003 - 02.2014
- Primary function was to manage the hotel at night.
- Other functions were to promote our brand, maximize revenue and prevent revenue losses through auditing, analyzing and scrutinizing transactions.
- Focuses were to ensure that the daily operational policies and procedures were adhered to. To ensure customer satisfaction, prompt and consistent service delivery.
- Sales and financial reporting on the day-to-day statistics of the organization
- Back-office duties were to ensure that operational equipment was readily available and functional, stocktaking and regular ordering of stationery.
- Making sure that health and safety operational standards are adhered to.
- Ensuring the safety our customers in general.
Education
Certificate - Hospitality Management
Management Skill Builders
Johannesburg, South Africa 04.2001 -
National Certificate - School School Certificate
Parkdene Secondary
George, South Africa 04.2001 -
Certificate - Bookkeeping
Varsity College
Cape Town, South Africa 04.2001 -
National Certificate - School School Certificate
Parkdene Secondary
George, South Africa 04.2001 -
Skills
Proficient in written and verbal communication
Attention to detail
Consistent professional conduct
Problem-solving aptitude
Planning, prioritizing, organizing
Data analysis skills
Proficient in Microsoft Office
Proficient in computer applications
Data management
Relationship-building expertise
Client relationship management
Ensuring confidentiality in client interactions
Customer-focused approach
Collaborative team management
Team-oriented approach
Guidance and support
Team leadership
Effective communication
Trustworthy execution
Prioritization of tasks
Organizational time strategies
Proficient in handling multiple tasks
Personal accountability
Interests
Timeline
Financial Service Consultant
Sanlam Sky
07.2025 - Current
Client Services Consultant
Momentum Metropolitan Investments
07.2022 - 07.2025
Financial Advisor
Premier Financial Advisor
02.2019 - 07.2022
Night Manager (Hospitality)
Fancourt Hotel & Resort
03.2014 - 10.2018
Night Manager (Hospitality)
Tsogo Sun Hotels
03.2003 - 02.2014
Certificate - Hospitality Management
Management Skill Builders
04.2001 -
National Certificate - School School Certificate
Parkdene Secondary
04.2001 -
Certificate - Bookkeeping
Varsity College
04.2001 -
National Certificate - School School Certificate
Parkdene Secondary
04.2001 -
PERSONAL DETAILS
- ID – 7703145205086
- Male
- Married
- Afrikaans / English
- Driver’s license – yes (EB - Code 08)
Hiking, Nature
I am very passionate about our unique town and the surroundings