Experienced financial services professional specializing in relationship insurance portfolio management and revenue growth over 3 years. Proven track record in establishing and maintaining high-value client relationships, consistently exceeding financial goals. Expertise in new business origination and stakeholder management, providing customized financial solutions within compliance standards. Seeking to utilize client acquisition and retention expertise in a virtual assistant position.
Hi, I’m
PALESA NICOLENE ZWANE
VIRTUAL ASSISTANT
Bethlehem
Summary
Overview
6
years of professional experience
1
Language
Work History
Liberty Standard Bank Group
Financial Advisor
04.2022 - 03.2023
Job overview
- Client Relationship Management
- Managed and grew a portfolio of 100+ clients, building long-term relationships through personalized financial solutions and regular engagement
- Maintained detailed client records and conducted periodic portfolio reviews to identify cross-selling and upselling opportunities
- Financial Targets & Business Origination
- Consistently achieved and exceeded monthly revenue targets through strategic client acquisition and retention
- Developed and executed lead generation strategies, resulting in 25% growth in qualified prospects
- Proactively identified new business opportunities through networking, referrals, and market analysis
- Stakeholder Management & Collaboration
- Built and maintained relationships with stakeholders across various organizational levels to facilitate seamless service delivery
- Collaborated with cross-functional teams including underwriters, compliance, and product specialists to deliver holistic client solutions
- Risk & Compliance
- Ensured all client interactions and transactions adhered to regulatory requirements and internal compliance frameworks
- Conducted thorough needs analyses to recommend suitable products aligned with client risk profiles
CC Cash Loans
Financial Consultant
04.2019 - 06.2021
Job overview
- Query Resolution & Customer Experience
- Served as primary point of contact for client queries, ensuring timely resolution and maintaining high satisfaction levels
- Gathered and analyzed customer feedback to implement service improvements
- Business Development
- Developed and maintained a robust pipeline of sales opportunities through proactive prospecting
- Conducted market research and competitor analysis to identify business opportunities and differentiation strategies
- Process Improvement
- Collaborated with team members to implement scalable solutions that enhanced operational efficiency and business growth
Mashinini & Aditep Civils
Occupational Health and Safety Representative
01.2017 - 02.2018
Job overview
- Assisted in the investigation of accidents and near-misses, identifying root causes and recommending preventive measures.
- Enhanced workplace safety by conducting thorough inspections and identifying potential hazards.
- Improved employee awareness of safety practices by developing and delivering engaging training sessions.
- Served as a liaison between employees and management on health and safety matters, fostering open communication channels.
- Evaluated new equipment for safety compliance, ensuring a safe work environment for all employees.
Education
Higher Certificate from Business Administration
University Overview
Subjects included: Business Communication, Project Management, Business Environment, Practical Finance
National Senior Certificate from Matric
01-2012
University Overview
Subjects: English, Afrikaans, Business Studies, Accounting, Mathematical Literacy, Life Orientation
Skills
Client Management: Portfolio Management Client Relationship Building Stakeholder Engagement Customer Experience Enhancement
Business Development: New Business Origination Lead Generation & Conversion Revenue Growth Strategies Pipeline Management
Technical & Compliance: Risk Management Regulatory Compliance Query Resolution Salesforce & MS Office Suite
Problem-solving
Customer service
Microsoft office
Data entry
CRM management
Multitasking and organization
Additional Experience
Additional Experience
- Occupational Health & Safety Officer (Project Role)
- Implemented standardized processes and protocols ensuring regulatory compliance and risk mitigation
- Led daily briefings to communicate objectives, safety procedures, and compliance requirements to team members
- Administration
- Handle all incoming calls, emails and client enquiries
- Provide efficient administrative support to clients
- Manage communication between clients and managers including external stakeholders
Additional Information
Additional Information
Designation: Employment Equity candidate | Availability: ImmediateTimeline
Financial Advisor
Liberty Standard Bank Group
04.2022 - 03.2023
Financial Consultant
CC Cash Loans
04.2019 - 06.2021
Occupational Health and Safety Representative
Mashinini & Aditep Civils
01.2017 - 02.2018
Higher Certificate from Business Administration
National Senior Certificate from Matric