Sipho Lila
Durban
Summary
Adept Financial Advisor with a proven track record at OLD MUTUAL GROUP SCHEMES, enhancing client portfolios through expert financial analysis and robust customer relationship management. Leveraged creative problem-solving and interpersonal skills to exceed sales targets. Specializes in tailoring strategic financial plans, demonstrating leadership in client consultation and team collaboration. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Several years of success supporting client financial goals through astute investment guidance.
Overview
14
14
years of professional experience
Work History
Financial Advisor
SANLAM SKY
Mount Frere
07.2024 - Current
- Provides new and existing clients with professional relevant financial advice, planning and products (sales) that are suited to their needs and requirements
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Identified new business opportunities through networking events or referrals from existing clients.
Financial Advisor
OLD MUTUAL GROUP SCHEMES
Mount Ayliff
01.2018 - 10.2023
- Assisting in analysing client personal circumstances, recommend products and compile a financial plan to help clients achieve their goals
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Delivered personalized retirement planning advice, including pension analysis and 401(k) strategy optimization.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
Ward Manager and Field Worker
Independent Electoral Commission (IEC)
Mount Ayliff
01.2011 - 01.2023
- Confirming availability of voting station in advance
- Assisting with distribution of voting and registration material
- Act as a communication link between Presiding material offers, EPC and MEO office
- Trouble shooting and problem solving during voting and registration at the stations
- Delivering and collection of material to and from the voting stations
- Ensure the return of bulk and sensitive material after each event
Survey Assistant and Environmental Health and Safety Representative
MURRAY AND ROBERTS INFRASTRUCTURE
Mount Ayliff
09.2011 - 09.2014
- Setting of the total station
- Fixing elevations from benchmarks (NRB) and taking levels
- Presenting of DSTI, Daily inspection of tools, ensuring that every employee has correct PPE and using it correctly when working
- Holding of staff and prism rod
Education
RE5 Certificate -
Moonstone
01.2020
National Certificate - Professional Cookery
K.I.B Computer Collage
01.2014
Basic training - Occupation Health and Safety
THETA (Tourism Hospitality & Sport Education Training Authority)
01.2012
Matric - GRADE 12
Phambili High School
DURBAN12-2007
Some College (No Degree) - COMPUTER LITERACY COURSE
KIB COLLEGE
DURBANSkills
- Communication and interpersonal skills
- Financial analysis
- Customer relationship management
- Networking skills
- Creative problem-solving
- Dependability and time management
- Leadership and management
- Teamwork and collaboration
- Leadership skills
- Critical thinking and decision-making
- Problem solving
- Time management
- Client consultation
- Customer service
- Sales and marketing
- Financial goal setting
- Information presentation
- Insurance sales
- Attention to detail
References
- Mr B Taki, Sales Manager, Sanlam Sky, 079 963 6991
- Mr XC Ngobese, Branch Manager, Old Mutual Group Schemes, 078 451 9122, 039 253 6480
- Mrs B. Mankayiya, Office Administrator, Old Mutual Group Schemes, 039 253 6480, 073 140 5002
- Mr P.T Mashego, Surveyor, Murray and Roberts Infrastructure, 072 684 4041
- Miss B. Nonjinge, IEC Supervisor, Umzimvubu Local Municipality, 060 314 7607, 039 254 0537
- Mr F Tweba, IEC APC, Umzimvubu Local Municipality, 073 141 6669, 039 254 0537
Personal Information
- ID Number: 8806225921081
- Health Status: Good
- Date of Birth: 06/22/88
- Nationality: South African
- Driving License: Code C1 (10)
- Marital Status: Single
Timeline
Financial Advisor
SANLAM SKY
07.2024 - Current
Financial Advisor
OLD MUTUAL GROUP SCHEMES
01.2018 - 10.2023
Survey Assistant and Environmental Health and Safety Representative
MURRAY AND ROBERTS INFRASTRUCTURE
09.2011 - 09.2014
Ward Manager and Field Worker
Independent Electoral Commission (IEC)
01.2011 - 01.2023
RE5 Certificate -
Moonstone
National Certificate - Professional Cookery
K.I.B Computer Collage
Basic training - Occupation Health and Safety
THETA (Tourism Hospitality & Sport Education Training Authority)
Matric - GRADE 12
Phambili High School
Some College (No Degree) - COMPUTER LITERACY COURSE
KIB COLLEGE
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