Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.
Overview
15
15
years of professional experience
Work History
Sales and financial consultant
Old Mutual
Somerset west
01.2017 - 07.2024
Data capturing and verification of information.
Maintain high customer satisfaction by providing tailored solutions.
Advise clients on responsible use of credit and effective money management.
Maintain client confidentiality.
Achieve collections and arrears targets on lending products.
Sell the services and solutions that the company offers.
Maintain and grow a strong client base.
Find new business opportunities and maintain a healthy pipeline for future business.
Respond to new and current client base regarding complaints and service enquiries.
Be a brand ambassador that represents the company's brand and values.
Floor assistant
Waterstone Pharmacy
Somerset west
09.2016 - 11.2016
Assisting customers with their needs and maintain a positive and welcoming atmosphere for all customers.
Restocking shelves and maintain displays.
Offer information about the products.
Assistant in stockroom
Waterstone Pharmacy
Somerset west
09.2014 - 12.2015
To organize the stock.
Ensuring accurate labeling, placement and arrangements of goods.
Checking stick levels
Answering Customers queries.
Updating stock information on computer systems.
Providing excellent customer service.
Stocking shelves.
Product promoter
Catch it with wendy
Cape town
01.2010 - 11.2012
Demonstrated and provided information on promoted products/services.
Create a positive image and led customers to use it
Distribute product samples, brochures, flyers etc. To source nee sale opportunities.
Identified interest and understanding of customers needs and requirements.
Setted up booths or promotional stands and stock products.
Reported on demonstration related information (interest level, questions asked, number of samples)