Thandi Modiehi Lydia Shesheku
Welkom,South Africa
Summary
Driven and motivated individual, skilled in financial analysis and client relationship management. Possesses strong communication, Interpersonal skills. Essential for advising clients on financial strategies. Dedicated team player, proactive and hands-on in task completion. Willing to take on greater responsibilities to meet team goals.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Financial advisor
Sanlam Retail Mass
Welkom, South Africa
08.2019 - 11.2022
- Streamlined financial processes for efficiency increase.
- Advised on wealth management strategies for long-term growth.
- Built and carefully managed loyal, profitable client bases.
- Resolved complex financial issues, ensured client satisfaction.
- Tailored insurance policies to match clients' unique needs.
- Enhanced client relations by providing expert financial advice to over 50 clients.
- Provided clients with active and effective support on operational, reporting and investment needs.
- Supported clients in setting clear financial goals with plans to achieve them.
Financial advisor
Metropolitan Momentum Insurance
Welkom, South African
04.2017 - 12.2017
- Supported over 50% clients in setting clear financial goals with plans to achieve them.
- Resolved complex financial issues, ensured client satisfaction.
- Renewed contracts promptly to maintain high-value client bases.
- Updated clients on new financial products for improved investment possibilities.
- Built and carefully managed loyal, profitable client bases.
- Recommended sound retirement plans to ensure future stability.
Administrator
Naturena Rock Construction and Development
Brandfort, South Africa
08.2014 - 08.2016
- Streamlined office operations by implementing efficient administrative procedures.
- Assisted with 100% Data Capturing.
- Assisted Site Foreman to effectively coordinate large-scale events and day to day running of site.
- Managed office supplies inventory, ensuring readiness for all projects at any given time.
Education
Grade 12 - Technical Subjects
Leseding Technical Secondary School
South Africa 01.2008 - 11.2008
Advanced Diploma in Computer Literacy - Computer Literacy
Avuxeni Computer Academy
South Africa 01.2012 - 11.2012
Occupational Health and Safety - Health And Safety
ISCARIOTA
South Africa 01.2014 - 11.2014
Fire Fighter 1,Hazmat Awareness, Fire Fighter 2,Ha - Fire Fighting
Matlhabeng Fire Department
South Africa 01.2022 - 11.2022
Emergency Care Level Three,NQF Level 3 - Emergency Care
Practicon Traning
South Africa 01.2022 - 11.2022
Skills
- Financial reporting
- Strategic planning
- Interpersonal communication
- Team Leadership
- Time efficiency
- Investment counselling
- Microsoft Office
Certification
Crushing(Vision 3) ;TM Training Solutions(October 2024)
References
Mrs Mohapi
Director at Naturena Rock Construction and Development
082 621 3622
Mr Sephiri
Manager at Metropolitan
083 958 3622
Mrs E.Khitsane
Manager at Sanlam Retail Mass
083 593 3687
Timeline
Fire Fighter 1,Hazmat Awareness, Fire Fighter 2,Ha - Fire Fighting
Matlhabeng Fire Department
01.2022 - 11.2022
Emergency Care Level Three,NQF Level 3 - Emergency Care
Practicon Traning
01.2022 - 11.2022
Financial advisor
Sanlam Retail Mass
08.2019 - 11.2022
Financial advisor
Metropolitan Momentum Insurance
04.2017 - 12.2017
Administrator
Naturena Rock Construction and Development
08.2014 - 08.2016
Occupational Health and Safety - Health And Safety
ISCARIOTA
01.2014 - 11.2014
Advanced Diploma in Computer Literacy - Computer Literacy
Avuxeni Computer Academy
01.2012 - 11.2012
Grade 12 - Technical Subjects
Leseding Technical Secondary School
01.2008 - 11.2008
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