Tshepang Mokhoane
Financial Advisor
Matatiele
Summary
Highly motivated professional committed to helping clients meet financial goals. Developing and implementing strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
2023
2023
years of post-secondary education
1
1
Certification
Work History
Bank Teller
Absa Bank
Matatiele
08.2024 - Current
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
Financial Advisor
Sanlam Sky
01.2024 - 06.2024
- Help individuals and families build and execute wealth management strategies based on unique goals and objectives
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each client's individual needs
- Develop personal rapport with each client to maintain customer loyalty and establish long-term accounts
- Devise comprehensive financial plans for clients to achieve short and long-term financial goals
- Analyse financial needs of clients and developed tailored strategies to meet goals
- Help clients make informed decisions about financial future
Administrative Assistant
KNM Pty Ltd
02.2022 - 05.2023
- Managed information on company databases for different organisational activities to track history and safeguard accurate information
- Organised and stored hardcopy files
- Handled client correspondence and internal communications in a professional manner
- Managed document control duties to reduce errors and maintain accurate records
- Identified data discrepancies through careful analysis, promptly researching issues for quick resolutions
- Trained and helped less experienced staff manage workloads and assignments, facilitating fulfillment of organisational objectives
- Scheduled office meetings and client appointments for staff teams
Sales Assistant
PepCell
02.2019 - 02.2022
- Used consultative sales techniques to understand customer needs and recommend relevant products and services
- Assisted customers with prompt and polite support in-person and via telephone
- Remained calm and poised in high-stress, dynamic environment to promote service to customers
- Answered customer questions about products and services, helped locate merchandise, and promoted key items
- Opened, shelved, and merchandised new products in visually appealing and organized displays for optimal sales promotions
- Managed efficient cash register operations
- Worked to meet or exceed sales targets and specific product promotions
Education
Bachelor of Commerce - Economics & Banking Management
University of Zululand
Empangeni, KwaZulu NatalKing Edward High School - undefined
King Edward High School
Matatiele, Eastern CapeSkills
Data collection
Data analysis
Data capturing
Data processing
Data verification
Data assurance
Financial analysis
Sales techniques
Researching
Microsoft Office proficiency
Investment risk assessments
Client Relations
Banking
Financial Advising
Insurance Sales
Banking software
Financial Services
Financial transactions
Customer relationship management
Sales and Cross-selling
Certification
RE5 Regulatory Examination Certificate, 434438, 07/12/23, Kokstad St Patrick's Cathedral Church
Personal Information
- ID Number: 9402225613081
- Gender: Male
- Marital Status: Single
- Ethnicity : African
- Driver's License : Code 10 (C1)
Timeline
Bank Teller
Absa Bank
08.2024 - Current
Financial Advisor
Sanlam Sky
01.2024 - 06.2024
Administrative Assistant
KNM Pty Ltd
02.2022 - 05.2023
Sales Assistant
PepCell
02.2019 - 02.2022
King Edward High School - undefined
King Edward High School
RE5 Regulatory Examination Certificate, 434438, 07/12/23, Kokstad St Patrick's Cathedral Church
Bachelor of Commerce - Economics & Banking Management
University of Zululand
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