Portia Ntswaki Mapoko
B2B Corporate Sales
Johannesburg
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
4
4
Languages
Work History
B2B Corporate Sales
Cartrack (PTY) Ltd
01.2024 - Current
- Company Overview: B2B Corporate Solutions
- Identifying new business opportunities
- Developing relationships with potential customers
- Negotiating and closing deals
- Maintaining ongoing account management
- Generating leads and establishing contact with businesses
- Presenting products or services
- Following up with leads and existing clients
- B2B Corporate Solutions
Wealth Advisor
PERENNITY (PTY) LTD
08.2022 - Current
- Develop and maintain relationships
- Handle business deals
- Helping business generate leads
- Conduct ongoing market research
- Identify potential clients / new business opportunities
- Sales(Long term and short term products)
Financial Advisor
Momentum Metropolitan
01.2024 - 05.2024
- Answers client inquiries
- Implement financial needs analysis
- Estate planning
- Manages client portfolios
- Research investment opportunities
- Retirement planning
- Design financial strategies
- Sales(Long term and short term products)
Business Development Consultant
Morebo Brokerage(Pty) Ltd
11.2019 - 07.2022
- Company Overview: Johannesburg
- Develop and maintain relationships
- Handle business deals
- Helping business generate leads
- Conduct ongoing market research
- Identify potential clients / new business opportunities
- Sales
- Johannesburg
Client Liaison Officer
TsongaMorebo Wealth (PTY) Ltd
11.2018 - 11.2019
- Company Overview: Johannesburg
- Scheduling appointments
- Direct calls
- Answering clients queries
- Management of additional contacts and manager ring backs to ensure delivery of Business targets
- Proactive monitoring of customer commitments
- Proactively screen confirmed work orders to verify satisfactory completion
- Johannesburg
Customer Service
I-choice (Pty) Ltd
01.2017 - 12.2017
- Company Overview: Randburg
- Addressing customer inquiries
- Troubleshooting technical issues
- Resolving complaints
- Processing orders
- Taking feedback from customers to enhance the overall customer experience
- Randburg
Call Center Agent
I-choices (Pty) Ltd
01.2016 - 12.2017
- Company Overview: Randburg
- Making outbound calls
- Upselling companies products
- Ensuring customers satisfactory
- Following scripts
- Conducting market research
- Updating databases
- Randburg
Education
National Certifcate - Wealth Management
Inseta - Insurance Sector Education and Training Authority
01.2022 - 12.2022
Long Term Insurance - Class of Business, Investments, Generic
Growth in Motion
04.2024 - 05.2024
Higher Certifcate - Home Based Care & Community Health Work
Future Nursing College
01.2014 - 12.2015
Computer Studies - Call Centre & Computer Studies
TE Training Solutions
01.2017 - 12.2017
Skills
- Good communication
- Time management
- Ability to work under pressure
- Honestly and Integrity
- Customer service
- Attention to detail
- Good interpersonal
- Microsoft office
- Team management
Personal Information
- Gender: Female
- Nationality: South African
- Driving License: Code 10(C1)
Timeline
Long Term Insurance - Class of Business, Investments, Generic
Growth in Motion
04.2024 - 05.2024
B2B Corporate Sales
Cartrack (PTY) Ltd
01.2024 - Current
Financial Advisor
Momentum Metropolitan
01.2024 - 05.2024
Wealth Advisor
PERENNITY (PTY) LTD
08.2022 - Current
National Certifcate - Wealth Management
Inseta - Insurance Sector Education and Training Authority
01.2022 - 12.2022
Business Development Consultant
Morebo Brokerage(Pty) Ltd
11.2019 - 07.2022
Client Liaison Officer
TsongaMorebo Wealth (PTY) Ltd
11.2018 - 11.2019
Customer Service
I-choice (Pty) Ltd
01.2017 - 12.2017
Computer Studies - Call Centre & Computer Studies
TE Training Solutions
01.2017 - 12.2017
Call Center Agent
I-choices (Pty) Ltd
01.2016 - 12.2017
Higher Certifcate - Home Based Care & Community Health Work
Future Nursing College
01.2014 - 12.2015
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