Vuyani Sithembile Magwetyana
Financial Advisor
Kagiso
Summary
Knowledgeable Financial Adviser skilled at building connections with clients to promote products. Excellent communication skills combined with analytical and attentive nature. Dedicated to keeping up to date with product knowledge to drive sales.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Sanlam Life & Sanlam Sky
08.2017 - Current
- Long term insurance, Client Advise on life covers, funeral plans, accidental benefits, retirement annuity, investment products, conducting financial analysis, administrative work on existing clients/policies, assisting with client claims.
Sales and Service Consultant
First National Bank (FNB)
11.2014 - 08.2017
- Sales, Client Resolution, Customer Service, Forex queries and processes, opening and closing of accounts, credit applications, debt consolidations, follow up on client queries and feedback.
Teller
First National Bank (FNB)
03.2011 - 01.2014
- Main duties Capturing Data, Deposits, Withdrawals, Transfers, Basic Customer queries
- Skills acquired Data Capturing, Communication, Customer Services.
Membership Services and Finance Administrator
Institute of Bankers Of South Africa
08.2010 - 01.2011
- Main duties Process payments to creditors(Receive and verify invoices, prepare creditors requisitions and filing), Keep track of staff leave applications and submit to FNB Payroll, Invoicing of FNB skills programme candidates, Process refunds(study fees and membership fees), Membership Queries(Process Applications, cancellations, Billings), Prepare registrations and membership stats for management, Resolving telephonic queries, Reprinting of certificates, Offering Technical support, Membership Fee Collection, UNISA student’s finance Recon, Finance Allocations.
- Skills acquired Administration Skills, Data Capturing and Communication.
Admin Officer
Institute of Bankers Of South Africa
07.2007 - 07.2010
- Main duties Data Capturing, Administration, Database Cleanup, Invoicing members, Membership Updates and Cancellations, Resolving telephonic queries, Reprinting of certificates, Offering Technical support, Membership Fee Collection, Finance Recon, Finance Allocations.
- Skills acquired Administration Skills, Data Capturing, and Communication.
Data Capturer
Letu Human Capital
- Main duties Capturing Data, Offering Technical Support
- Skills acquired Technical skills
Education
National Certificate In Banking(Financial Service) -
Milpark Business School
12-2010
PC Engineering Certificate -
Rosebank College
12-2003
International Certificate - Computer Studies
Pretoria Technikon
06-2004
National Diploma - Information Technology
Tshwane University of Technology
Matriculated -
Mafikeng High School
12-2001
Skills
- Able to work under pressure
- Work in a team
- Commitment to complete tasks
- Deadline oriented
- Accuracy and precision
- Retail Sales Experience
Certification
Obtained RE Certificate(2016)
References
Seef, Botha, Chief Operations Officer, 082 455 9579, Institute Of Bankers Of South Africa, 2007, 2009
Training
- Attended a Business Communication Course
- Attended a Microsoft Excel Course
Curriculum Vitae
- Vuyani Sithembile Magwetyana
- Drivers Licence: Code10
- ID No: 8407295446081
- Cell: 0829576656
- Vmagwetyana@gmail.com
- Residential address No:719 Tsietsi Mashinini Street Phase 2 Sinqobile Kagiso 1754
- Postal address No: 719 Tsietsi Mashinini Street Phase 2 Sinqobile Kagiso 1754
Timeline
Financial Advisor
Sanlam Life & Sanlam Sky
08.2017 - Current
Sales and Service Consultant
First National Bank (FNB)
11.2014 - 08.2017
Teller
First National Bank (FNB)
03.2011 - 01.2014
Membership Services and Finance Administrator
Institute of Bankers Of South Africa
08.2010 - 01.2011
Admin Officer
Institute of Bankers Of South Africa
07.2007 - 07.2010
Data Capturer
Letu Human Capital
National Certificate In Banking(Financial Service) -
Milpark Business School
PC Engineering Certificate -
Rosebank College
International Certificate - Computer Studies
Pretoria Technikon
National Diploma - Information Technology
Tshwane University of Technology
Matriculated -
Mafikeng High School
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