MS Office
Thakazelwa Mhlomi
Actively Looking For Employment
East London London
Summary
Accomplished Financial Advisor with a proven track record at Dastile Wealth Insurer, adept in investment planning and fostering client relations. Leveraged expertise in insurance decisions and lead generation to enhance client portfolios and achieve significant business growth. Skilled in budget compliance and process improvement, consistently exceeding client and employer expectations. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
15
15
years of professional experience
3
3
Languages
Work History
Financial Advisor
Dastile Wealth Insurer
04.2021 - 11.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Enhanced team productivity by sharing best practices in financial advisory techniques.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
Cashier
Game Stores
10.2019 - 01.2021
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Welcomed customers and helped determine their needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Assisted customers with returns, refunds and resolving transaction issues.
- Worked flexible schedule and extra shifts to meet business needs.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Greeted customers entering store and responded promptly to customer needs.
Financial Advisor
Sanlam
01.2012 - 12.2016
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Negotiated with product providers to secure advantageous terms for clients, enhancing their investment returns.
- Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
Revenue Clerk
Grey Hospital
01.2009 - 11.2011
- Expedited account discrepancy resolutions with thorough research into transaction histories, ensuring swift settlement of outstanding balances.
- Increased revenue by efficiently processing payments and maintaining accurate financial records.
- Optimized company cash flow with prompt reconciliation of account discrepancies, facilitating quicker resolution of payment issues.
- Protected company interests by consistently adhering to established rules, regulations, and guidelines governing revenue processes.
- Contributed to positive client relationships by responding promptly to inquiries and providing clear explanations of billing procedures.
- Reduced errors in invoicing by meticulously reviewing customer accounts and resolving discrepancies.
- Enhanced overall efficiency by streamlining billing procedures and implementing improvements to the invoicing process.
- Collaborated effectively with cross-functional teams to resolve customer disputes and ensure proper revenue recognition.
Education
National Higher Certificate - Financial Information Systems
Walter Sisulu University
East London, South Africa 04.2001 -
High School Diploma -
Thembalabantu High School
King William's Town, South Africa 04.2001 -
Skills
Investment planning
Software
Oracle
Computer Aided Design
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Bilingual or Proficient (C2)
Xhosa
Bilingual or Proficient (C2)
Work Preference
Work Type
Full TimePart TimeContract WorkInternshipGig WorkWork Location
RemoteHybridQuote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Financial Advisor
Dastile Wealth Insurer
04.2021 - 11.2023
Cashier
Game Stores
10.2019 - 01.2021
Financial Advisor
Sanlam
01.2012 - 12.2016
Revenue Clerk
Grey Hospital
01.2009 - 11.2011
National Higher Certificate - Financial Information Systems
Walter Sisulu University
04.2001 -
High School Diploma -
Thembalabantu High School
04.2001 -
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