Tashinga Mabodo
Finance
Cape Town
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills while gaining knowledge about the operations of the financial sector.
Overview
11
11
years of professional experience
4
4
years of post-secondary education
Work History
Sanlam Credit Solutions Credit Coach
Intelligent Debt Management (IDM)
08.2023 - Current
- Educate clients about their credit wellness and bringing them to better understanding about their financial position.
- Analyze clients financial needs and align appropriate product that suits those needs be it Sanlam Personal loans or credit consolidation.
- Analyzed credit profiles as a loan prequalification to determine borrowers' creditworthiness.
- Coaching young people with no credit history or recently financially rehabilitated people on how they can start to build their credit profiles in order to achieve their financial goals.
- Handling of credit and none-credit (policy) enquiries to other Sanlam departments.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information through email and outbound call correspondence.
Call Center Agent
Poket Money
02.2022 - 06.2022
- Delivered exceptional customer service to every client by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Sold insurance products as well as other financial products to clients eg funeral policies and cellphone contracts.
- Handled administrative duties such as data capturing and filling on newly signed clients.
- Assisted customers by answering questions and responding to inquiries
- Addressed customer account discrepancies and concerns.
- Promoted available products and services to customers during service, account management and order calls.
Mukuru Sales Agent
Mukuru Financial Services Limited
04.2019 - 06.2020
- Create awareness about Mukuru brand and convincing potential clients to join Mukuru services
- Sign up new customers and issue cards
- Ensure FICA regulations are upheld in terms of fraud and money laundering prevention
- To aid clients who have complaints or queries
- Make sure that the business has a good rapport with its customers
- Collaborated with team members to achieve target results.
Low level worker
WESC
01.2013 - 01.2014
- Assisting in installation and servicing of car washes
- Assisting in routine maintenance of car wash sites
- Worked flexible hours across night, weekend and holiday shifts.
Education
Bachelor of Commerce in Financial Management - Finance
University of South Africa (UNISA)
Cape Town,South Africa 01.2022 - 12.2022
A level - undefined
HERENTALS COLLEGE
01.2014 - 04.2015
Ordinary Level - undefined
Herentals College
01.2013 - 04.2014
Skills
Sales initiatives and techniquesAgent collaboration
Problem-solving skills
Call center operations
Customer support
Time Management
References
- Pumza Khemese, Sanlam Credit Solutions Team Leader, pumza.khemese@sanlamcreditsolutions.co.za , +27 78 408 0180
- Shana Kallis, Poket Mobile Call Center Manager, s.kallis@gmail.com, +27 71 643 0763
- Jonathan Banda, Mukuru Team Leader, jonathanbanda1@gmail.com
- Elton Gonzo, Wesc Supervisor, +27 61 477 0506
Timeline
Sanlam Credit Solutions Credit Coach
Intelligent Debt Management (IDM)
08.2023 - Current
Call Center Agent
Poket Money
02.2022 - 06.2022
Bachelor of Commerce in Financial Management - Finance
University of South Africa (UNISA)
01.2022 - 12.2022
Mukuru Sales Agent
Mukuru Financial Services Limited
04.2019 - 06.2020
A level - undefined
HERENTALS COLLEGE
01.2014 - 04.2015
Low level worker
WESC
01.2013 - 01.2014
Ordinary Level - undefined
Herentals College
01.2013 - 04.2014