Sylvia Ramotsoela
Financial Planner
Randburg
Summary
Accredited Financial planner with strong communication, risk assessment, and client development skills. Skilled at building trust, identifying client needs, and delivering tailored financial solutions that support retention and long-term engagement. Delivering Wealth Management Services to High-Net-Worth Clients' portfolio while maintaining rigorous compliance standards and enhanced due diligence. Successfully Managed complex client relationships while ensuring full regulatory adherence. Achieved Monthly Targets through discipline, decision making ,demonstrating ability to enable business growth.
Overview
4
4
years of professional experience
Work History
Financial Planner
Discovery Health
08.2025 - Current
- Client retention: Managed client relationships by delivering tailored financial solutions to reduce cancellations and enhance long-term engagement.
- Policy management: Processed cancellations accurately, ensuring proper documentation and compliance with organisational standards.
- Risk Assessment: Analyzed cancellation reasons and identified behavioural patterns to assess potential risks and improve retention strategies.
- Policy Management: Processed cancellations with accuracy, ensuring proper documentation and adherence to organizational standards.
- Data Analysis: Monitored retention outcomes and cancellation trends to generate insights relevant to compliance.
- Professional Communication: Delivered clear, structured client interactions and documented outcomes for reporting and follow-up.
- Enhanced Due Diligence: Applied due diligence practices to assess client needs, identify risks, and strengthen compliance in client interactions.
Telesales Advisor
Discovery Health
03.2023 - 07.2025
- Conducted needs analysis to match prospects with suitable Discovery Life options.
- Explained plan benefits, exclusions, and pricing clearly to support informed customer decisions.
- Conducted needs analysis to match prospects with suitable Discovery Health medical aid options.
- Captured accurate member details and quotations in CRM and call-centre systems.
Education
Bachelor of Commerce - Business Management
Damelin College
Randburg, South Africa 04.2001 -
NC Wealth Management SAQA - NQF LEVEL 5
INSETA
Johannesburg, South Africa 04.2001 -
Regulatory Exam 5 - Finance
Moonstone
Sandton, South Africa 04.2001 -
National Credit Act For F&Is - Finance
Moonstone
Sandton, South Africa 04.2001 -
Skills
Risk assessment
Estate planning proficiency
Client development
Financial modelling
Estate planning
Future planning
Relationship Management
Timeline
Financial Planner
Discovery Health
08.2025 - Current
Telesales Advisor
Discovery Health
03.2023 - 07.2025
Bachelor of Commerce - Business Management
Damelin College
04.2001 -
NC Wealth Management SAQA - NQF LEVEL 5
INSETA
04.2001 -
Regulatory Exam 5 - Finance
Moonstone
04.2001 -
National Credit Act For F&Is - Finance
Moonstone
04.2001 -