Tumelo Mashabela
Key Account Consultant
124 Barkston Drive, Blargowrie,Randburg
Summary
The current role entails engaging and establishing long-lasting relationships with financial advisers whilst ensuring that an excellent service experience is provided while building trust and confidence. The focus of the role is managing relationships with long-standing financial advisers that have brought business to the company. The purpose is to add value to their brokerages/firms and offering a service that stands out to competitors by being the one point of contact.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Key Account Consultant
Allan Gray
Johannesburg
01.2020 - Current
- Educating Independent Financial Advisers and assistants to optimally use online platform and other tools available to support them in smooth running of their business and managing their client’s portfolios efficiently.
- Full responsibility for all escalations, judgment calls, complaints and queries on all types of instructions.
- Delivered services to customer locations within specific timeframes.
- Identified issues, analyzed information and provided solutions to problems.
- Developed and maintained courteous and effective working relationships.
- Used coordination and planning skills to achieve results according to schedule.
Operations Consultant
Allan Gray
Cape Town
03.2017 - 12.2021
- Responsible for onboarding client's and processing transfers out to other service providers for Tax-Free Investments, Retirement Annuities, Preservation funds and Living Annuity products.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Headed with FICA change legislation knowledge sharing which increased client compliance.
Do Good
Allan Gray
Cape Town
09.2017 - 09.2018
- Do Good initiative at Allan Gray on September 2017 and 2018
- Volunteered to cater for primary school children
- Assisted with preparing fun activities like drum playing and building structures
Microeconomics Marker
University of the Free State
Bloemfontein
02.2016 - 12.2017
- Marking first- and second-year Economics test papers. Established attention to detail with increased comprehension.
Psychology Student Association
University of the Free State
Bloemfontein
03.2015 - 01.2016
- Organising activities for students with behavioural problems at Rosenhof School.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Education
2021 Tax Law short course - Taxation
University of Cape Town (Getsmarter)
Online 05.2021 - 07.2021
Bcom Hons - Financial Economics and Investment Management
University of The Free State
Bloemfontein 01.2016 - 12.2016
Bcom - Economics
University of The Free State
Bloemfontein 01.2013 - 12.2015
Skills
- Excellent Time Management Skills
Excellent Problem Solving Skills
Excellent Verbal and Communication skillsAbility to function well under pressureClient focused and self-motivatedAbility to work effectively as part of a team but also independentlyAbility to research and investigate queriesUser Acceptance Testing(UAT)- Personnel accountability
- Client Relationships
- Key stakeholder relationship building
- Service standard compliance
- Retirement needs
- Research and documentation
Accomplishments
- Achieved reducing paper-based instructions through effectively promoting online platform.
- Completed "Accelerating career through mentorship" workshop
- Effectively sharing team statistics to ensure that volumes of work are spread out evenly.
- Most valuable Player award
- Service Quality top performer award
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
2021 Tax Law short course - Taxation
University of Cape Town (Getsmarter)
05.2021 - 07.2021
Key Account Consultant
Allan Gray
01.2020 - Current
Do Good
Allan Gray
09.2017 - 09.2018
Operations Consultant
Allan Gray
03.2017 - 12.2021
Microeconomics Marker
University of the Free State
02.2016 - 12.2017
Bcom Hons - Financial Economics and Investment Management
University of The Free State
01.2016 - 12.2016
Psychology Student Association
University of the Free State
03.2015 - 01.2016
Bcom - Economics
University of The Free State
01.2013 - 12.2015