Teboho Johannes Ndebele
Business Manager / Financial Planner
Vanderbijlpark
Summary
Client-focused Business Manager offering diverse experience in customer service, business management and project coordination. Quickly builds relationships with both new clients and business audiences. Quick-learning with excellent multi-tasking skills and mastery of new technology. Commended for innovation and creative problem-solving to address business challenges.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
Work History
Business Manager
Old Mutual Life Assurance
Vanderbijlpark
2018.09 - 2023.08
- Assisted in recruiting, hiring and training of team members.
- Interacted well with customers to build connections and nurture relationships.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Developed initial sales roadmaps and market strategies to promote successful product launches.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Financial Planner
Old Mutual Life Assurance
Vanderbijlpark
2013.06 - 2018.08
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Established and deepened existing client relationships through complex financial planning.
Education
NQF5 - Wealth Management
INSETA Financial Institution
Sandton 2016.02 - 2018.09
Regulatory Examination - Regulatory Examination
Moonstone
Sandton 2015.05 - 2015.05
Skills
Entrepreneurial Sales Skills, SAP R3 Journal Processing, Stake Holders Relationship Development and Coaching, Analytical, Tax Calculation, Pension Fund Act
undefinedTimeline
Business Manager
Old Mutual Life Assurance
2018.09 - 2023.08
NQF5 - Wealth Management
INSETA Financial Institution
2016.02 - 2018.09
Regulatory Examination - Regulatory Examination
Moonstone
2015.05 - 2015.05
Financial Planner
Old Mutual Life Assurance
2013.06 - 2018.08
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