Phola Khoza
Office Administration
Kabokweni Mbombela,Mpumalanga
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Consultant position. Ready to help team achieve company goals.
Overview
4
4
years of professional experience
4
4
years of post-secondary education
Work History
Financial Consultant
Old Mutual
Nelspruit
03.2019 - 08.2023
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Studied financial documents to identify potential areas needing improvement.
- Assisted clients with budgeting and cash flow management.
- Informed clients of strategies for reducing debt and maximizing savings.
Education
Degree In Office Administration - Office Administration
Tvet College
Ehlanzeni 01.2015 - 12.2017
Matric - Generals
Cefups Academy
Nelspruit 01.2013 - 12.2013
Skills
Savings accounts
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Consultant
Old Mutual
03.2019 - 08.2023
Degree In Office Administration - Office Administration
Tvet College
01.2015 - 12.2017
Matric - Generals
Cefups Academy
01.2013 - 12.2013
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