Promise Zungu

• Increased client retention rates through exceptional customer service and proactive communication of market updates and relevant news
• Enhanced client satisfaction by providing personalized wealth management strategies and investment recommendations.
• Aided clients with premiums, effective dates policy terminations and additional policy riders
• Analyzed market trends and performed risk assessments to provide well-informed guidance on portfolio adjustment
• Extra duties:
• Culture Influencer- encourage robust conversations and constructive feedback while bridging a gap between employees and stakeholders
• ISolve leader- advocate change management
• Second in command (2Ic) Investigating & Raising IT remedies and keeping record and completion dates (create SharePoint/use current IT tracker)
• Maintained a deep understanding of clients'' financial objectives by conducting regular reviews and adjusting strategies as needed.

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• Self-motivated, with a strong sense of personal responsibility.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Excellent communication skills, both verbal and written.
• Proven ability to learn quickly and adapt to new situations.
• Skilled at working independently and collaboratively in a team environment.
• Active listening and checking details
• Difficult calls management resolutions

• Generate sales and interest and work to engage the customer by asking questions that keep the conversation going
• Cold-calling- Responsible for the sale from start to finish
• Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
• Create marketing projects to reach individual targets
• Boosted customer satisfaction by providing personalized consultations and tailored product recommendations for both short-term and long term
• Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.

• Developed strong relationships with faculty members, fostering an environment of collaboration in support of student goals.
• Advised students individually and in groups on academic programs for individual interests.
• Promoted a positive campus culture by serving as an accessible and approachable resource for students navigating their educational journey.
• Enhanced student retention by providing personalized academic guidance and support.
• Advocated for student needs within administrative processes, ensuring fair treatment and equitable access to resources.