Ronald Mokhomole
Tzaneen
Summary
Dedicated Financial Consultant focused on providing exceptional customer service and financial education. Manages client portfolios and facilitates claims while addressing customer complaints effectively. Establishes new business pipelines through targeted marketing and lead generation.
Overview
11
11
years of professional experience
Work History
Finacial Consultant
Old Mutual Finance
Tzaneen, South Africa
09.2017 - 05.2026
- Analysed financial statements, market trends, and client portfolios to provide tailored investment advice.
- Created client's financial strategies to guide client in establishing and achieving financial goals.
- Advised corporate clients on employee pension schemes, benefits packages, and executive compensation plans.
- Led financial compliance project, aligning financial processes with regulatory Providing exceptional customer service and financial education to clients.
- Achieving sales targets in lending, servicing, and insurance products.
- Managing existing policies, facilitating claims, and addressing customer complaints.
- Establishing new business pipelines through marketing and lead generation.
- Adhering to regulatory requirements and maintaining accurate customer information.
These roles are crucial for ensuring customer satisfaction and driving business growth at
Legal Assistance
Soshanguve Magistrate Court
Pretoria, South Africa
01.2015 - 05.2017
- Engaged in pro bono work, offering legal assistance to underrepresented communities and gaining invaluable experience.
- Collaborated with charities and NGOs to provide legal assistance to vulnerable groups.
- Investigated copyright issues, ensuring video content compliance with legal and platform guidelines.
- Advised senior management on regulatory compliance issues, reducing legal exposure across multiple jurisdictions.
- Utilised legal databases and other resources to gather evidence and support case preparation in administrative law matters.
- Administered first aid and other necessary assistance to guests when required.
Education
NVQ Level 5 - Occupational Health and Safety Management
IQ ACADEMY
Limpopo01-2024
Higher National Diploma - Law
Tshwane University Of Technology
Pretoria, South Africa01-2017
Skills
- Sales strategy
- Exceptional communication
- Adaptive problem solving
- Workload management
- Performance monitoring
- Savings accounts
- Education funds
- Time-management
Languages
English
Proficient
C2
Sepedi
Proficient
C2
zulu
Intermediate
B1
Timeline
Finacial Consultant
Old Mutual Finance
09.2017 - 05.2026
Legal Assistance
Soshanguve Magistrate Court
01.2015 - 05.2017
NVQ Level 5 - Occupational Health and Safety Management
IQ ACADEMY
Higher National Diploma - Law
Tshwane University Of Technology