Simamkele Skere
Komani,EC
Summary
Adept Financial Advisor with a proven track record at Metropolitan, blending expertise in retirement planning and relationship management to exceed client expectations. Leveraged financial services knowledge and sales acumen to grow client portfolios, achieving notable client satisfaction. Demonstrated versatility by enhancing IT infrastructure at NMU, showcasing problem-solving skills and technical proficiency.
Overview
5
5
years of professional experience
3
3
Languages
Work History
Financial Advisor
Metropolitan
01.2024 - 01.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Cashier
Shoprite
06.2023 - 12.2023
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Welcomed customers and helped determine their needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Operated cash register for cash, check, and credit card transactions with
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
IT Assistant
NMU
01.2020 - 12.2021
- Managed inventory of IT equipment by organizing consistent stock tracking and ordering processes, avoiding shortages or excesses.
- Played a key role in successful office relocation by coordinating IT equipment transfer and setup.
- Collaborated with other interns on Type project to meet program requirements and demonstrate skills development.
- Diagnosed and troubleshot hardware, software and network issues.
Education
Higher Certificate In Business Studies - Business Management
Nelson Mandela University
Gqeberha04.2020
Matric -
Maria Louw High School
Queenstown 12.2018
Skills
Financial services
Timeline
Financial Advisor
Metropolitan
01.2024 - 01.2025
Cashier
Shoprite
06.2023 - 12.2023
IT Assistant
NMU
01.2020 - 12.2021
Higher Certificate In Business Studies - Business Management
Nelson Mandela University
Matric -
Maria Louw High School
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