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