Sinaye Loliwe

• Created quotations
• Created Record Of Advice and Legislated Disclosure notice
• Managed compliance escalations
• Oversaw administration work and Cold calling for FA Schedule meetings
• Amended existing quotations for clients

•Managed new progress of sales Help FA reach targets and Insure Policy Activations

• Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
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