Siphosethu Amanda Mdima
Financial Advisor
Durban
Summary
Experienced Sales Advisor/customer care with over 7 years of experience in Sales/customer care. Excellent reputation for resolving problems and improving customer satisfaction.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Financial Advisor
Assupol Life
Durban
06.2021 - Current
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Sales Consultant
Telesure Investment Holdings
Durban
05.2019 - 04.2021
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Evaluated customer purchase requirements and recommended best-fit company offerings.
- Improved sales by managing sales lifecycle from lead generation through contract negotiations and closings.
- Followed up with existing customers to provide additional support and address concerns.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
Customer Service Agent
WNS (Telkom)
Durban
09.2016 - 04.2019
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Communicated with clients regarding account services, statements, and balances.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
- Facilitated communications through management of inbound and outbound customer calls.
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
- Addressed customer account discrepancies and concerns.
- Responded to customer calls and emails to answer questions about products and services.
Education
Matric -
Ridge Park College
Durban 01.2008 - 12.2012
Skills
Investment planning
Certification
Class of business
Timeline
RE 5
04-2022
Financial Advisor
Assupol Life
06.2021 - Current
Sales Consultant
Telesure Investment Holdings
05.2019 - 04.2021
Class of business
05-2019
Customer Service Agent
WNS (Telkom)
09.2016 - 04.2019
Matric -
Ridge Park College
01.2008 - 12.2012
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