Thabiso Manelisi Jula
Johannesburg
Summary
I am a motivated finance professional with Commerce and Economics qualifications from the University of KwaZulu-Natal. I have experience in financial systems, client service, compliance, and financial reporting, planning and analysis, and working towards senior roles such as a finance manager. I am committed to continuous professional development, leadership growth, and community involvement.
Overview
1
1
Language
1
1
Certification
11
11
years of professional experience
Work History
Private Service Advisor
First National Bank
06.2024 - Current
- Engaged proactively with clients to consistently deliver exceptional service and exceed expectations.
- Collaborated with other business functions to provide seamless support for private and private wealth clients.
- Built and managed key stakeholder relationships to enhance support for achieving operational objectives.
- Efficiently manage and track leads to maintain a robust and healthy sales pipeline.
- Monitored compliance with statutory, legislative, policy, and governance requirements and established processes within the area of specialization.
Financial Planner
Momentum Metropolitan Holdings
07.2022 - 05.2024
- Creating financial needs analysis and product recommendation for accumulating, and protecting wealth, investments, insurance, retirement planning, taxes, and estate planning.
- Acquired clients through networking, prospecting, and sourcing potential leads.
- Created financial needs analyses and product recommendations for wealth accumulation, protection, investment, insurance, retirement planning, tax strategies, and estate planning.
- Advised clients on financial decisions to align with their short-term and long-term financial goals.
- Undergoing three months of training and completing various assessments, including Class of Business and Product Specific Training. Completing a 12-month apprenticeship through lead generation.
Finance Assistant/Intern
Izingodla Engineering (Pty) Ltd
06.2020 - 12.2021
- Assisted financial manager with day-to-day operations, including managing claims, invoicing, tender pricing, payment certificates, and monitoring debtors and creditors to ensure financial accuracy.
- Maintained financial records using Sage One Cloud Accounting system and supported technical department by preparing Bills of Quantities, ordering materials at cost-effective rates, and providing administrative support for stakeholders.
- Supported the administration department with tendering processes, business funding applications, and related tasks.
- Prepared founding documents and presentations for new ventures within the Izingodla Group of companies.
- Supported administration department with tendering processes and business funding applications to facilitate project funding and resource allocation.
Finance In-service Trainee
Adams Booksellers
09.2019 - 11.2019
- Processed customer book orders, ensuring accurate sales records for inventory management.
- Served as cashier, managing transactions efficiently while assisting customers with their purchases.
- Provided support to staff and customers to maintain smooth operations in the store.
- Organized book displays neatly and creatively to enhance customer experience.
- Supported staff and customers, facilitating smooth operations and a positive shopping experience.
Office Administrator (Intern)
South African Police Service (SAPS)
11.2018 - 03.2019
- Managed the reception area and attended to visitors professionally.
- Managed expenses and billing cycles to ensure timely and accurate processing.
- Maintained stock lists and ordered office supplies.
- Maintained stock lists and ordered office supplies to support office operations.
- Coordinated reception area and greeted visitors to provide a welcoming environment.
- Communicated with relevant agencies to produce travel itineraries for staff.
Web Agent
CCI Call Centres
08.2015 - 01.2016
- Served clients in inbound contact centre, processed orders, and updated shipping or account details to ensure accurate fulfillment.
- Developed communication skills through training and practice. and reaching sales targets.
- Met targets for average handling time and customer satisfaction scores by resolving issues effectively based on customer requests.
Education
Data science bootcamp -
Hyperion dev (University of Stellenbosch)
Bachelor of Commerce - Economics (Honours)
University of KwaZulu-Natal
Bachelor of Commerce - Finance and Economics
University of KwaZulu-Natal
Skills
- Financial analysis
- Corporate finance
- Market analysis
- Data presentation
- Financial software
- Accounting software
- CRM system
- Data management
- Research analysis
- Client services
- Stakeholder relations
- Microsoft Office Suite
- Attention to detail
- Time management
- Communication
- Communication skills
Certification
- Regulatory Exam (RE5), In-Progress
- Class of Business (Long Term Insurance (COB3) and Investments (COB7)), Graduate Institute of Financial Sciences
- Product Specific Training, Momentum Financial Planning
Licence
Code 10-C1
Personal Information
Nationality: South African
Volunteer Experience
Volunteering Member, Enactus UKZN, 08/01/19– 01/31/21, Developed innovative business ideas to help underprivileged communities generate income, participated in think tanks to create solutions for poverty alleviation, namely site visits such as Sack Space and taught school children sack farming techniques., Assisted with project planning, execution, and performance review and prepared and presented projects for national university competitions.
Ee
Black Male
Goals
- To move into senior or leadership role such as financial manager, overseeing strategic financial planning and operational performance.
- To expand my professional credentials and qualifications, positioning myself to influence corporate strategy and financial policy at both national and international levels.
- To pursue further studies in the finance, economics and data science at the post graduate level.
Languages
English
First Language
Timeline
Private Service Advisor
First National Bank
06.2024 - Current
Financial Planner
Momentum Metropolitan Holdings
07.2022 - 05.2024
Finance Assistant/Intern
Izingodla Engineering (Pty) Ltd
06.2020 - 12.2021
Finance In-service Trainee
Adams Booksellers
09.2019 - 11.2019
Office Administrator (Intern)
South African Police Service (SAPS)
11.2018 - 03.2019
Web Agent
CCI Call Centres
08.2015 - 01.2016
Data science bootcamp -
Hyperion dev (University of Stellenbosch)
Bachelor of Commerce - Economics (Honours)
University of KwaZulu-Natal
Bachelor of Commerce - Finance and Economics
University of KwaZulu-Natal