MICROSOFT WORD
TSHEGOFATSO MATHABO CECILIA GABELA
Financial Consultant
Soshanguve
Summary
Results-driven Financial Consultant specializing in portfolio management and client engagement. Delivered personalized financial advice, enhancing client satisfaction and expanding the client base through strategic marketing initiatives. Educated clients on investment options, enabling informed decision-making while fostering strong relationships.
Overview
3
3
Languages
4
4
years of professional experience
Work History
Financial Consultant
Old Mutual Finance
03.2024 - Current
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Grew client base through targeted marketing and referrals from satisfied clients.
- Educated clients on investment options, enabling informed financial decisions.
- Cultivated strong client relationships through consistent communication and high-quality service.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
Data Capturer
Statistics South Africa
02.2022 - 06.2022
- Collaborated with teams and worked independently, managing competing priorities through effective multitasking.
- Corrected data entry errors to prevent duplication or data degradation.
- Maintained strict confidentiality while handling sensitive client information and records.
- Ensured accuracy and validity of data entered in databases, contributing to data integrity and reliability.
Education
Bachelor of Commerce - Industrial And Organizational Psychology
University of South Africa
Pretoria, South Africa 04.2001 -
Matric - Sciences
Reitumetse Secondary School
Soshanguve, South Africa 04.2001 -
Skills
Financial planning
Client financial advising
Portfolio management expertise
Risk assessment
Credit analysis
Debt management
Insurance strategy
Client engagement
Software
MICROSOFT EXCEL
MICROSOFT POWERPOINT
MICROSOFT TEAMS
MICROSOFT OFFICE
MICROSOFT OUTLOOK
Interests
Reading
Learning new things
Timeline
Financial Consultant
Old Mutual Finance
03.2024 - Current
Data Capturer
Statistics South Africa
02.2022 - 06.2022
Bachelor of Commerce - Industrial And Organizational Psychology
University of South Africa
04.2001 -
Matric - Sciences
Reitumetse Secondary School
04.2001 -