Skhanyiso Khumalo
Cape Town,Western Cape
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
Old Mutual Finance
Pinelands, South Africa
08.2025 - 10.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients' best interests.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Assistance Manager
WNS
Cape Town, SA
11.2024 - 08.2025
- Led team to enhance operational efficiency in service delivery processes.
- Developed and implemented training programs for new staff members.
- Facilitated regular team meetings to discuss project updates and challenges.
- Resolved escalated customer issues through effective problem-solving strategies.
- Coached, mentored and trained team members in order to improve their job performance.
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Maintained up-to-date records of employee attendance, payroll information, vacation requests.
- Recruited and hired qualified candidates to fill open positions.
- Ensured compliance with all applicable laws, regulations, industry standards.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
Customer Service Banker
Nedbank
Umhlanga, South Africa
02.2020 - 08.2021
- Provided information on banking products and services to clients.
- Educated clients on digital banking tools and resources.
- Monitored account activity for potential fraud or discrepancies.
- Managed client questions with in-depth knowledge of all offerings.
- Strengthened customer relationships through consistent follow-up communications.
- Fais accredited, selling all products, investments, personal loans, overdrafts, funeral plans, opening transactional accounts, and assisting in opening new transactional accounts. In addition, worked on day-to-day campaigns to refresh clients for business accounts as a skilled banker. Maintained comprehensive knowledge of products and services to offer accurate advice to customers.
- Utilized CRM software to accurately track customer interactions, enabling quick access to relevant information during future calls.
- Ensured compliance with federal regulations related to financial institutions such as Anti-Money Laundering policies.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Customer Sales Representative
Call Centres International
Durban, South Africa
04.2018 - 11.2019
- Handled and quickly resolved customer issues regarding product sales and customer service problems.
- Increased customer satisfaction by offering friendly, helpful, and informative customer service.
- Applied correct hold and transfer procedures, consistently keeping call times within the timeframe target.
- Managed a high volume of customer calls, efficiently handling inquiries and resolving issues to uphold customer satisfaction.
- Listened to clients to identify requirements, and prepared accurate tickets for further action.
- Documented customer interactions in the CRM system accurately.
- Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
- Managed customer expectations by clarifying needs, identifying options, and recommending products and services.
Senior Financial Sales Advisor
Sanlam
Durban
04.2018 - 11.2019
- Enhanced relationships with both new and existing clients.
- Expanded market reach, driving revenue growth.
- Provided clients with insights into suitable financial products and services, aligning with asset availability.
- Strengthened client partnerships through consistent engagement.
- Promoted the business to increase the customer base and grow revenue.
- Counseled clients on financial matters and provided recommendations for investment opportunities, products, and services based on client needs, and asset availability.
- Assessed customer needs and developed plans to meet their diverse financial goals.
- Strengthened client trust and loyalty through regular, effective communication.
- Assessed clients' financial status, objectives, and risk tolerance to devise a customized risk policy.
- Collaborated with clients to outline realistic financial goals and objectives.
- Adhered to industry regulations and legislation, staying updated on potential changes.
- Demonstrated strategic thinking to formulate rewarding, long-term investment strategies.
- Interpreted income projections for clients.
Education
NVQ Level 4 - Banking
Chartall Bussiness College
Durban01.2024
Matric -
Sikhethuxolo High School
Durban01.2017
Skills
- Sales and marketing
- Customer service
- Financial advising
- Problem solving
- Time management
- Banking
Certification
Banking
Accomplishments
- Improved customer reviews by successfully handling customer complaints and implementing monthly staff training.
- Recognised by management for positive behaviours, leading to increased customer satisfaction.
References
- Sbusiso Mbambo, Nedbank Manager, 069 881 5045
- Simeliwe Nkosi, Sanlam Manager, 072 691 4520
Hobbies and Interests
- Hiking
- Painting
- Travel
- Sports
Personal Information
Title: Banker
Languages
- English
- Xhosa
- Isizulu
Timeline
Financial Advisor
Old Mutual Finance
08.2025 - 10.2025
Assistance Manager
WNS
11.2024 - 08.2025
Customer Service Banker
Nedbank
02.2020 - 08.2021
Customer Sales Representative
Call Centres International
04.2018 - 11.2019
Senior Financial Sales Advisor
Sanlam
04.2018 - 11.2019
NVQ Level 4 - Banking
Chartall Bussiness College
Matric -
Sikhethuxolo High School