Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
Puleng Lydia Nthapo
Open To Work

Puleng Lydia Nthapo

Financial Consultant
Botshabelo

Work Preference

Job Search Status

Open to work

Desired Job Title

Customer Service RepresentativeCustomer Support SpecialistBanking Customer Service RepresentativeBank OfficerBank Teller

Work Type

Full TimeContract Work

Location Preference

RemoteOn-SiteHybrid
Location: Botshabelo, BloemfonteinBloemfontein, FSBotshabelo, FSThaba Nchu, FS
Open to relocation: Yes

Important To Me

Career advancementWork-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionPaid time offFlexible work hours

Summary

Professional financial expert with strong focus on delivering results through strategic analysis and financial planning. Skilled in risk management, investment strategies, and client relations, ensuring high standards and effective outcomes. Reliable team collaborator, adaptable to changing needs, and dedicated to achieving organizational goals.

Overview

1
1
Language
20
20
years of professional experience

Work History

Financial Consultant

Old Mutual Finance
09.2022 - Current
  • Increased client satisfaction by providing personalized financial advice and investment recommendations.
  • Led workshops on personal finance topics to educate community members about effective money management practices.
  • Expanded client base through targeted marketing efforts and referrals from satisfied customers.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
  • Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Built strong relationships with clients through consistent communication and exceptional customer service.

Service Consultant

Capitec Bank
02.2014 - 11.2021
  • Guide and motivate staff, and taking responsibility for the branch in the absence of the Branch Manager
  • Verify completeness and validity of document received from client
  • Attend to clients in a urgent, effective, friendly and professional manner
  • Resolves client queries pro-actively by providing an update on the query
  • Issue short term and term loans according to credit policy
  • Open and maintain savings accounts
  • Ad hoc administration including filling
  • Accumulate, capture and follow-ups on client information for marketing purposes
  • Deposit taking transactions
  • Record all transaction accurately on the system

Admin (Call centre)

Wesbank
03.2010 - 03.2012
  • Assisting customer queries via e-mail
  • Assisting with quoting of settlements
  • Requesting Natis, and boarder letter
  • Assisting with copy of contracts
  • Logging Service request when require
  • Assist with Data capturing
  • Reason for wanting to leaving: End of contract

Call centre Agent (Temp)

Discovery
06.2008 - 11.2009
  • Assisting clients with their vitality points
  • Booking clients for hotel and flights
  • Activation of gym benefits
  • Reason for leaving: End of contract

Call centre Agent

Standard Bank
02.2007 - 01.2008
  • Assisting customer queries
  • Assisting with quoting of settlements
  • Requesting Natis, and boarder letter
  • Assisting with copy of contracts
  • Logging Service request when required
  • Reason for leaving: End of learnership

Education

Banking and Service Advisory

Damelin
02.2007

Certificate - Banking And Finance

Cornerstone
Milpark
04.2001 -

Grade 12 - English 1st Language, Afrikaans 2nd Language, Mathematics, Accounting, Physical Science & Physiology

Sasolburg High School
01.2004

Skills

Skill: MS Word, MS Excel, Outlook

Level: Solid

Years practiced: More than 5 years

Loans

Financial services

Client relations

Customer service

Problem-solving

Time management

Banking

Decision-making

Verbal and written communication

Attention to detail

Timeline

Financial Consultant

Old Mutual Finance
09.2022 - Current

Service Consultant

Capitec Bank
02.2014 - 11.2021

Admin (Call centre)

Wesbank
03.2010 - 03.2012

Call centre Agent (Temp)

Discovery
06.2008 - 11.2009

Call centre Agent

Standard Bank
02.2007 - 01.2008

Certificate - Banking And Finance

Cornerstone
04.2001 -

Grade 12 - English 1st Language, Afrikaans 2nd Language, Mathematics, Accounting, Physical Science & Physiology

Sasolburg High School

Banking and Service Advisory

Damelin

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Puleng Lydia NthapoFinancial Consultant