Tshegofatso Katane
Financial Advisor
Johannesburg
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
1
1
year of professional experience
3
3
Certifications
1
1
Language
Work History
Financial Advisor
Old Mutual South Africa
07.2023 - Current
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on financial topics and best practices.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Telemarketer
Old Mutual South Africa
04.2023 - 06.2023
- Supported fellow team members by offering encouragement, sharing best practices, and participating in group training sessions.
- Set up appointments with interested customers according to schedule availability.
- Answered questions about company offerings with knowledgeable responses about products and services.
- Developed customized scripts for specific client needs, resulting in higher conversion rates.
- Followed up with customers to solicit further sales.
- Managed a high volume of calls daily while maintaining professionalism and efficiency.
- Completed daily and weekly sales reporting using assigned tools.
- Completed daily cold calling and outreach to build sales pipeline.
Education
Diploma in Accountancy - Accounting
University of Johannesburg
Johannesburg, South Africa 04.2001 -
GED -
Milpark Education
Johannesburg 04.2001 -
Higher Certificate in Commercial Accounting - Accounting
University of Johannesburg
Johannesburg, South Africa 04.2001 -
High School Diploma -
Bophelo Impilo Private School
Johannesburg, South Africa 04.2001 -
Skills
- Strategic and Operational Planning
- Microsoft Office Proficiency
- Administrative Support
- Time Management
- File Maintenance
- Calls Efficiency
- Accountable
- Ethical
Certification
Class of Business (COB)
Timeline
Class of Business (COB)
03-2024
Long-term Insurance
03-2024
Investments
03-2024
Financial Advisor
Old Mutual South Africa
07.2023 - Current
Telemarketer
Old Mutual South Africa
04.2023 - 06.2023
Diploma in Accountancy - Accounting
University of Johannesburg
04.2001 -
GED -
Milpark Education
04.2001 -
Higher Certificate in Commercial Accounting - Accounting
University of Johannesburg
04.2001 -
High School Diploma -
Bophelo Impilo Private School
04.2001 -
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