Hi, I’m
Snesipho Lumnka
Financial Advisor
Cape Town
Summary
Accomplished Financial Advisor with a proven track record at Old Mutual Head Office, adept in client relations and regulatory compliance. Leveraged exceptional communication skills to educate clients and mentor new advisors, achieving notable client loyalty. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and assisting the Sales manager on absence. I have also demonstrated drive and accountability in surpassing sales targets and Providing high quality work and customer satisfaction.
Overview
7
years of professional experience
2
Certifications
Work History
Old Mutual Head Office
Financial Advisor
09.2021 - Current
Job overview
- Educating clients on various financial matters and providing professional recommendations on financial products and services based on each clients' individual needs.
- Ensuring compliance with industry regulations and company policies while serving clients'' best interests.
- Maintaining open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind.
- Mentoring new advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Building strong relationships with clients, fostering trust and loyalty.
Capital Growth
Sales & Markerting
10.2020 - 04.2021
Job overview
- Established rapport quickly with prospective clients using excellent communication skills.
- Achieved sales targets through effective territory management and strategic planning while maintaining a good success rate
- Met with customers to provide information about available products and policies.
- Generated leads through networking and other outreach methods.
Old Mutual Head Office
Junior Administrator
10.2019 - 09.2020
Job overview
- Maintained confidentiality of sensitive information, adhering to strict data protection policies and procedures.
- Assisted in the recruitment process, reviewing resumes and scheduling interviews for Learnerships and Internships Intakes
- Assisting HR Specialist with Employee Benefits, DOFA dates, onboarding and off boarding
- Filling and administrative work
Nelson Mandela Gateway to Robben Island
Gallery Attendant
07.2018 - 10.2018
Job overview
- Provided exceptional customer service, addressing visitor inquiries and concerns promptly and professionally.
- Leading tourists through an edition of 100 pictures exhibition
- Giving lessons of South Africa’s rich history
- Doing group presentations to university and high school students
- Doing television and newspaper interviews
- Maintained a clean and organized gallery environment, creating an inviting atmosphere for visitors to enjoy.
Education
Moonstone School of Business Excellence Cape Town, South Africa
Higher Certificate in Wealth Management from Finance
04.2001
Isilimela Comprehensive High SchoolCape Town, South Africa
High School Diploma
04.2001
Skills
Client relations
Certification
Class of Business ( Long term insurance & Investments)
Timeline
RE 5
09-2023
Class of Business ( Long term insurance & Investments)
09-2022
Financial Advisor
Old Mutual Head Office
09.2021 - Current
Sales & Markerting
Capital Growth
10.2020 - 04.2021
Junior Administrator
Old Mutual Head Office
10.2019 - 09.2020
Gallery Attendant
Nelson Mandela Gateway to Robben Island
07.2018 - 10.2018
Moonstone School of Business Excellence
Higher Certificate in Wealth Management from Finance
04.2001
Isilimela Comprehensive High School
High School Diploma
04.2001
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