Sinentokozo Nokubongwa Khanyile
Financial Consultant
Nkandla
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
10
10
years of professional experience
7
7
years of post-secondary education
2
2
Languages
Work History
Financial Consultant
Oldmutual Finance
Empangeni
09.2022 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various investment options, empowering them to make informed decisions about their finances.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
- Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
- Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
- Built strong relationships with clients through consistent communication and exceptional customer service.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Studied financial documents to identify potential areas needing improvement.
Client Relation Consultant
Oldmutual Finance
Richards Bay
09.2017 - 08.2022
- Supported the negotiation process for contract renewals, securing continued partnerships with key clients.
- Prioritized client concerns and requests, demonstrating a commitment to exceptional service and support.
- Conducted thorough analyses of client needs, providing strategic recommendations to drive growth and success.
- Identified trends in customer feedback data, implementing changes to address common concerns and improve overall satisfaction ratings.
- Managed high-value accounts, ensuring exceptional service delivery and exceeding customer expectations.
- Organized regular meetings with clients to review progress, discuss concerns, and identify areas for improvement.
- Established a reputation as an industry expert through participation in conferences, panel discussions, and thought leadership articles.
- Assisted in the development of sales materials and presentations, showcasing the company''s value proposition to potential clients.
- Maintained understanding of industry trends affecting clients, issuing recommendations regarding communication strategy.
- Enhanced client satisfaction by addressing and resolving issues promptly and professionally.
- Maintained detailed records of client interactions, analyzing trends to inform future strategy development.
- Made customers aware of current and new programs and services.
- Maintained clean and orderly checkout areas by mopping floors, emptying trash cans and wiping down surfaces.
- Collected and returned unpurchased or returned items to correct shelf locations and arranged displays to promote sales.
- Optimized customer support by establishing collaborative service environments through targeted operational initiatives.
- Sought ways to improve processes and services provided.
- Produced and implemented customer satisfaction guarantee program which directly resulted in 20% increase in sales.
- Managed department call volume of 65 calls per day and coordinated department schedules to maximize coverage during peak hours.
- Directed -person team of customer service personnel while helping front-line team members work effectively with over 100 daily customers.
Intern Tourism Development and Management
SABC Airwave and Tour
Johannesburg
05.2015 - 05.2017
- Provided team members with resources needed to complete project work to maximize efficiency
- Managed deadlines and progress across team to facility project delivery within stipulated timelines
- Made recommendations on expenditure to complete project within set budget
- Collaborated with clients, finance teams and other team members on allocating resources to achieve project needs
- Successfully managed and coordinated team of employees
- Answered mailed, emailed, telephoned and in-person requests for service and information
- Managed smooth operations and communicated timely updates to coordinate administrative activities
- Scheduled and distributed work to other staff members to enhance productivity and avoid scheduling conflicts
- Drafted and edited correspondence and materials related to project work to guarantee accuracy and uniformity in documentation
- Communicated with clients about project expectations and goals to deliver satisfying outcomes
- Selected vendors to deliver elements impossible to produce in-house, negotiating prices to get best deal at competitive prices
- Provided for smooth day-to-day flow of communications to build trust within unit
- Provided for orderly and timely delivery of annual audit to gain insight into areas of improvement
- Oversaw workers' compensation claims, investigating and compensating genuine cases to improve trust among contractors in future collaborations
- Assessed feedback from customers to gauge satisfaction and project success
- Oversaw risk management, identifying and evaluating risks to prevent negative impact on desired outcomes
- Recommended and implemented operational procedures to comply with all policies, regulations and laws
Education
Advanced Diploma in Business Management - Business Management
Mancosa
Durban 01.2025 - Current
Higher Certificate - Public Administration And Management
IQ Academy
Johannesburg 02.2023 - 07.2025
Diploma And Computer - Tourism Management
Damelin College
Johannesburg 02.2012 - 04.2015
High School Diploma -
Dundee Secondary School
Dundee 01.2011 - 12.2011
Skills
Insurance planning
Mutual funds
Quantitative analysis
Debt management
Loans
Financial services
Client relations
Relationship building and management
Customer service
Insurance sales
Sales and marketing
Personal Information
- Date of Birth: 05/17/94
- Nationality: South African
- Driving License: Code 10
- Marital Status: Not specified
- Visa Status: Not specified
References
- Old Mutual Finance : Phumeza Kipi Branch Manager 035 907 1139 /066 207 5053
- Old Mutual Finance : Doctor Khanyile Branch Manager 035 907 1169/ 069 733 1089
- SABC :Lorraine Klopper Manager 011 714 9111/078 6847723
Accomplishments
i got promoted to be a Financial Consultant
Timeline
Advanced Diploma in Business Management - Business Management
Mancosa
01.2025 - Current
Higher Certificate - Public Administration And Management
IQ Academy
02.2023 - 07.2025
Financial Consultant
Oldmutual Finance
09.2022 - Current
Client Relation Consultant
Oldmutual Finance
09.2017 - 08.2022
Intern Tourism Development and Management
SABC Airwave and Tour
05.2015 - 05.2017
Diploma And Computer - Tourism Management
Damelin College
02.2012 - 04.2015
High School Diploma -
Dundee Secondary School
01.2011 - 12.2011
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