Summary
Overview
Work History
Education
Skills
Certification
References
Training
Curriculum Vitae
Timeline
Generic
Vuyani Sithembile Magwetyana

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
Vuyani Sithembile MagwetyanaFinancial Advisor