Tebogo Somo
Tshwane
Summary
Motivated professional female demonstrating strengths in customer engagement and relationship management. Adapts to shifting priorities through proactive problem-solving and initiative-taking. Committed to delivering value and supporting team objectives in fast-paced environments. Finance Adviser with strengths in client relationship management and tailored investment strategies. Delivers expert advice on pensions, savings, and tax planning to optimise financial health. Committed to compliance and staying abreast of industry regulations to enhance client trust.
Overview
13
13
years of professional experience
Work History
Finance Adviser
Old Mutual Wealth
Tshwane
02.2022 - 07.2023
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Advised and implemented appropriate insurance cover for clients.
- Verified clients' needs and financial resources to determine tailored investment strategy.
- Provided expert advice on pensions, savings, insurance products, and tax planning to optimise clients' financial health.
- Grew and maintained client base to maximise revenue.
- Adhered to industry regulations and legislation, staying updated on potential changes.
Sales Assistant
Bulders warehouse zambezi
Tshwane
01.2011 - 02.2022
- Kept shelves neat, clean and organised through visual merchandising.
- Assisted customers in selecting products, offering detailed advice to meet their needs.
- Handled customer enquiries, providing prompt responses to questions about products and services.
Education
Higher National Diploma - Business
Stadio
Gauteng01-2023
Matric
mameldi High
Gauteng01-2006
Skills
- Process Improvement
- Adaptive problem solving
- Time-management
- Client relationship management
- Communication skills
References
Ms Malindi Mokosi
Sales Manager
Old Mutual Silverton
066 463 8970
Mr Cedric Maphari
sales manager
Builders warehouse ZambezI
079 809 9677
Timeline
Finance Adviser
Old Mutual Wealth
02.2022 - 07.2023
Sales Assistant
Bulders warehouse zambezi
01.2011 - 02.2022
Higher National Diploma - Business
Stadio
Matric
mameldi High