Phakama Mali
GERMISTON
Summary
Client-focused financial advisor skilled in building relationships through clear communication and tailored guidance. Develops practical financial plans by assessing clients' income, expenses, and goals, ensuring informed decision-making. Resolves queries efficiently while maintaining high service standards. Drives sales activity and team development, leveraging analytical skills to foster growth and achieve targets.
Overview
1
1
Language
21
21
years of professional experience
Work History
Financial Advisor
Sanlamsky
BOKSBURG, South Africa
05.2022 - Current
- Evaluated client needs to tailor strategies for achieving long-term financial goals.
- Guided clients in establishing realistic financial goals and created actionable plans for achievement.
- Interviewed clients to identify income, expenses and financial objectives, developing customised financial plans suitable for needs.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Developed and deepened relationships with new and existing clients.
- Resolved client queries and concerns promptly, demonstrating a commitment to exceptional customer service.
Sales Manager
Sanlam Sky
Benoni, South Africa
01.2018 - 02.2022
- Achieved planned sales goals by implementing effective strategies.
- Designed and implemented strategic sales plan to expand customer base and ensure market presence.
- To Manage organizational sales by developing business plans that covers sales. revenue and expense controls.
- Managed recruiting, objectives setting, coaching, and performance monitoring of sales representatives.
- Overseeing the activities and performance of the sales team.
- To provide ongoing training of sales team.
- Developed sales team through motivation, counselling, and product knowledge education.
- Tracked sales goals and reported results regularly.
- Engaged in promotional activities to enhance brand visibility and product awareness.
- Provide advice and answering any questions the consumer might have about a product
- Advising strategies for clients in insurance coverage.investment planning.cash management and other areas to help the reach financial objectives.
Sales Consultant
Metropolitan Life
Kampton Park, South Africa
01.2006 - 01.2016
- Identified and engaged customers to purchase the company's products.
- Met with clients to promote product sales and enhance product knowledge.
- Negotiated prices with potential customers and closed sales.
- Provided product advice and addressed consumer inquiries to enhance purchasing confidence.
- Followed up with clients to ensure satisfaction with purchased products.
- Identified opportunities for new business within the market.
- Assessed the financial needs of individuals and assisted with investment decisions.
- Implemented finance plans or referred clients to professionals who can help them.
Education
Certificate of Higher Education - Regulatory Examination
Moonstone
Sandton, GP01-2023
Grade 12 (Senior Certificate) - High Crrtificate
Luvuyo Lerumo
Queenstown, EC2004
Diploma - Financial Management
Denver Technical College
Pretoria, GP01-2019
Certificate - Wealth Management
One 2 One Consultants
Johannesburg01-2016
Certificate - Introduction to Computers
Accounting School
George01-2007
Skills
- Investment planning
- Financial planning
- Portfolio management
- Life assurance products
- Client communication
- Client relations
- Advisory skills
- Analytical skills
- Conflict Resolution Skills
- Communication skills
- Computer Skills
Languages
IsiXhosa
Personal Information
ID Number: 8408100623088
Custom Section
- Primary, 0722782125
- Alternative, 0815478915
References
- Mr. Bonginkosi Mavuso, Manager, Metropolitan Life, 0119703427/0824216461
- Fortune Dlamini, Sales Consultant, Sanlam Sky, 0734810107/0100017990
Timeline
Financial Advisor
Sanlamsky
05.2022 - Current
Sales Manager
Sanlam Sky
01.2018 - 02.2022
Sales Consultant
Metropolitan Life
01.2006 - 01.2016
Certificate of Higher Education - Regulatory Examination
Moonstone
Grade 12 (Senior Certificate) - High Crrtificate
Luvuyo Lerumo
Diploma - Financial Management
Denver Technical College
Certificate - Wealth Management
One 2 One Consultants
Certificate - Introduction to Computers
Accounting School