Sindiswa Juliet Tshangela
Support Paraplanner
Cape Town,WC
Summary
Dynamic professional with a proven track record at Old Mutual, excelling in financial analysis and client relationship management. Skilled in data management and customer understanding, I consistently developed tailored financial plans, enhancing client satisfaction and achieving compliance. Recognized for strong teamwork and effective communication, I drive results in fast-paced environments.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Support Paraplanner
Old Mutual
08.2023 - Current
- Conducted comprehensive financial analysis to support client investment strategies.
- Developed detailed financial plans aligned with client goals and risk profiles.
- Collaborated with financial advisors to enhance client relationship management processes.
- Streamlined data collection methods to improve accuracy of financial documentation.
- Assisted in preparing client reports, ensuring compliance with regulatory standards.
- Updating client details on MYServices systems
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
Collections Agent
Woolworths Financial Services
07.2013 - 02.2021
- Managed collection processes to ensure timely recovery of outstanding debts.
- Utilized CRM systems to track account statuses and customer interactions.
- Developed effective communication strategies to resolve disputes and negotiate payment plans.
- Analyzed customer accounts to identify trends and implement targeted collection strategies.
- Exceeded monthly targets consistently as a result of strong negotiation skills combined with effective account management strategies.
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Trained and mentored junior agents on best practices in collections and customer service.
Customer Services Agent
Woolworths Financial Services
07.2007 - 12.2011
- Resolved customer inquiries through various communication channels, ensuring timely and accurate responses.
- Assisted in training new team members on company policies and customer service protocols.
- Implemented process improvements to enhance customer satisfaction and streamline service delivery.
- Utilized CRM software to track customer interactions and manage service requests efficiently.
- Deals with clients enquiries via telephone(inbound and outbound) email,web chat
- Provided detailed product and service information and resolved customer inquiries efficiently.
- Processed customer orders and handled escalations promptly to ensure satisfaction.
- Built and maintained strong client relationships through proactive communication and follow-ups.
- Updated and managed customer information accurately in the CRM system.
- Identified customer needs and recommended suitable products or services.
- Encouraged renewals and ensured ongoing customer retention.
- Ensured compliance with company policies and regulatory standards.
Education
High School Diploma -
Sophumelela Senior Secondary School
Cape Town, South Africa 04.2001 -
Skills
Computer Literacy
Certification
Micro Finance National Certificate
Timeline
Support Paraplanner
Old Mutual
08.2023 - Current
Micro Finance National Certificate
02-2018
Collections Agent
Woolworths Financial Services
07.2013 - 02.2021
Customer Services Agent
Woolworths Financial Services
07.2007 - 12.2011
High School Diploma -
Sophumelela Senior Secondary School
04.2001 -