THOBELA MTANGA
PORT ELIZABETH
Summary
Results-driven In-House Financial Advisor with strengths in client relationship management and risk assessment. Evaluates new insurance products to optimise client portfolios, ensuring tailored solutions that enhance satisfaction. Resolves client enquiries efficiently, delivering expert advice and elevating service standards.
Overview
16
16
years of professional experience
Work History
IN-HOUSE FINANCIAL ADVISOR
OLD MUTUAL
PORT ELIZABETH
07.2020 - Current
- Evaluated new insurance products, assessing suitability for client portfolios.
- Explained complex policy details in non-technical manner.
- Advised existing and prospective clients on different insurance policies.
- Resolved client enquiries and issues, providing expert advice and excellent service.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Customer Service Representative
ABSA BANK
PORT ELIZABETH
10.2010 - 02.2020
- Maintained accurate records of customer interactions, detailing inquiries, comments, and resolutions for future reference.
- Guaranteed first-class customer service, enthusiastically anticipating and catering to customer needs and requirements.
- Served as point of escalation for complex customer issues, capturing timely resolution to drive client retention.
- Maximised customer satisfaction by resolving service issues promptly.
- Oversaw customer account inquiries, accurately providing information to resolve service complaints and guarantee customer satisfaction.
Education
NATIONAL DIPLOMA IN MARKETING
NELSON MANDELA UNIVERSITY
PORT ELIZABETH 01-2018
CERTIFICATE IN FINANCIAL PRODUCTS
MILPARK BUSINESS SCHOOL
PORT ELIZABETH 01-2018
Skills
- Client relationship management
- Financial planning
- Risk assessment
- Insurance product evaluation
- Portfolio management
- Market analysis
- Sales strategies
- Communication skills
- Problem solving
- Time management
- Conflict resolution
- Team collaboration
- Adaptive selling
- Client needs analysis
References
- Old Mutual- Mr MM Sokutu 082 070 9551
- Old Mutual- Mrs P Kubeka 082 071 2774
- Absa - S Agnew 041 502 1111
Timeline
IN-HOUSE FINANCIAL ADVISOR
OLD MUTUAL
07.2020 - Current
Customer Service Representative
ABSA BANK
10.2010 - 02.2020
NATIONAL DIPLOMA IN MARKETING
NELSON MANDELA UNIVERSITY
CERTIFICATE IN FINANCIAL PRODUCTS
MILPARK BUSINESS SCHOOL