Thembelihle Khumalo
Financial Advisor
Roodepoort
Summary
- 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.
- Experienced governance Senior Administrator and sales consultant with a proven track record in managing corporate administrative processes. Skilled in leading and motivating teams to deliver exceptional customer service, driving sales revenue and ensuring compliance with industry regulations. Adept in call centre operations and possessing a Call Centre Certificate, demonstrated proficiency in managing high-volume inbound and outbound calls. A strategic thinker with a BCOM in Business Management degree and extensive experience in cash handling, possess strong analytical and problem- solving skills. Ready to leverage my expertise to add value to a dynamic organization.
Overview
23
23
years of professional experience
22
22
years of post-secondary education
4
4
Languages
Work History
Financial Advisor
The Legacy Planning Institute
10.2024 - Current
- Developed comprehensive financial plans tailored to individual client needs, utilizing advanced financial modeling tools and analytical software.
- Conducted detailed market research and analysis to identify investment opportunities, ensuring alignment with clients' long-term financial goals.
- Provided ongoing portfolio management by regularly reviewing client investments and making adjustments based on market trends and performance metrics.
- Facilitated educational workshops for clients on financial literacy topics, enhancing their understanding of investment strategies and risk management.
- Established strong relationships with clients through consistent communication, addressing inquiries promptly to enhance trust and retention rates.
- Leveraged CRM systems to track client interactions and manage workflows efficiently, improving response times and service delivery quality.
- 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.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- 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.
- 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.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Collaborated with team members to streamline processes and improve overall client experience.
Trade Finance Officer
Euro Exim Bank
03.2024 - 08.2024
- Managed trade finance operations by facilitating documentary collections, ensuring compliance with international trade regulations and risk management protocols.
- Evaluated and processed letters of credit, coordinating with banks and clients to streamline transactions and resolve discrepancies promptly.
- Conducted thorough due diligence on trade transactions, identifying potential risks and implementing mitigation strategies to protect company interests.
- Collaborated with cross-functional teams to develop tailored financing solutions for clients, enhancing customer satisfaction and retention rates.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Enhanced customer satisfaction through the timely management of trade finance transactions and addressing client concerns proactively.
- Managed complex trade finance portfolios, achieving high levels of customer retention and satisfaction.
- Coordinated with legal teams to ensure compliance with local and international regulations, minimizing risk exposure for the organization.
- Ensured compliance with regulatory requirements by conducting thorough due diligence on all trade finance transactions.
- Developed strong relationships with key clients, leading to increased business opportunities and repeat transactions.
Governance Senior Administrator
Wesbank
08.2017 - 02.2024
- Process payouts to suppliers, dealers and internal accounts
- Verifying customer's FICA documents and update their KYC status
- Verifying of new and existing suppliers and dealerships
- Loading of supplier and dealership into the system
- Doing administration duties for FCS system
- Maintenance of customer's account.
Corporate Administrator
Wesbank
01.2011 - 08.2017
- Quote settlements to Dealers, Clients and Wesbankers
- Allocation of client's payment for Flex Masters account.
- Pay client's auto cards, insurance and Sanral bills.
- Reconciling of accounts.
- System Balancing
- Assist client with general queries
- Log Natis request and assist customer's with queries
- Logging of refunds/ allocations of payments into customer's accounts
CSC (Customer Service Centre)
Wesbank
03.2007 - 12.2010
- Taking calls and assisting customer's on average handling time
- Quote settlements to customers, dealers and Wesbanker
- Assisting customer's with general queries
Premier Call Centre Agent
Wesbank
03.2006 - 04.2007
Customer Services Supervisor
CCD Courier PTY LTD
07.2003 - 12.2005
- Responsible for cards activation
- Responsible for customers queries & Complains
Cashier
Brothers Cash & Carry (Sakyno)
12.2002 - 06.2003
Education
BCOM - Business Management
DaVinci Institute
04.2001 - 01.2023
Call Centre Certificate - Call Centre, History & Development of Call Centre, Customer Service, Practical Call Centre Training, Handling of Inbound & Outbound calls, Call Management
Cornerstone HR
Certificate for Maths, Science, Technology and computer studies - undefined
Da Vinci Institute
National Senior Certificate - IsiZulu, English, Physical Science, Biology, Geography, Mathematics
Letsibogo Girls School
Skills
Expertise in compliance frameworks and regulations
Personal Information
- Available: 30 days notice
- Willing To Relocate: 1
- Date of Birth: 08/22/84
- Gender: Female
- Nationality: South African
- Driving License: Code 10 (Code C1)
Timeline
Financial Advisor
The Legacy Planning Institute
10.2024 - Current
Trade Finance Officer
Euro Exim Bank
03.2024 - 08.2024
Governance Senior Administrator
Wesbank
08.2017 - 02.2024
Corporate Administrator
Wesbank
01.2011 - 08.2017
CSC (Customer Service Centre)
Wesbank
03.2007 - 12.2010
Premier Call Centre Agent
Wesbank
03.2006 - 04.2007
Customer Services Supervisor
CCD Courier PTY LTD
07.2003 - 12.2005
Cashier
Brothers Cash & Carry (Sakyno)
12.2002 - 06.2003
BCOM - Business Management
DaVinci Institute
04.2001 - 01.2023
Call Centre Certificate - Call Centre, History & Development of Call Centre, Customer Service, Practical Call Centre Training, Handling of Inbound & Outbound calls, Call Management
Cornerstone HR
Certificate for Maths, Science, Technology and computer studies - undefined
Da Vinci Institute
National Senior Certificate - IsiZulu, English, Physical Science, Biology, Geography, Mathematics
Letsibogo Girls School
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