WASEEMA RANGILA

As a Discovery Advisor I am responsible for providing comprehensive guidance and assistance to clients across all Discovery products. This would include but is not limited to:

1. Discovery Health: Advising clients on healthcare and medical aid plans, helping them choose the most suitable coverage options based on their needs. This would involve explaining plan benefits, network coverage, hospital choices, and assisting with claims and queries.

2. Discovery Invest: Assisting clients in understanding and selecting investment products offered by Discovery Invest. This would involve discussing various investment strategies, risk profiles, and helping clients make informed decisions about their investment portfolios.(Retirement Annuities, Provident funds , Transfers , Preservation Funds, Endowments (Local and International , Tax Free Savings. Flexible Investments , Guaranteed Growth Plans. Income Plans, etc)

3. Discovery Life: Providing guidance on life insurance policies offered by Discovery Life. This would involve discussing coverage options, premium calculations, underwriting processes, and ensuring that the policies align with clients' financial goals and protection needs.

4. Discovery Bank: Assisting clients with understanding and managing their financial needs through Discovery Bank. This would involve explaining the banking products and services offered, such as transactional accounts, savings accounts, loans, and credit facilities. Additionally, you would guide clients through the digital banking platform and help them optimize their banking experience.

5. Discovery Insure: Guiding clients on motor and household insurance products offered by Discovery Insure. This would involve explaining coverage options, premiums, excess, and claims processes for both personal and commercial policies.

6. Vitality: Explaining the benefits and incentives of the Vitality program offered by Discovery. This would include discussing the integration of Vitality with various Discovery products, such as health insurance, life insurance, banking, and motor insurance, as well as assisting clients in maximizing their Vitality rewards and maintaining a healthy lifestyle.

Overall,my role as a Discovery Ltd advisor would require me to have a deep understanding of all the products and services offered by Discovery Ltd, and to provide personalized advice and support to clients to help them make informed decisions based on their individual needs and goals.

Engaged in educating clients on Discovery Life Insurance, Discovery Health, Discovery Invest, Discovery Bank, and Vitality
Conducted meetings with clients to discuss assets, expenses, and investment goals to create customized financial plans
Assisted individuals and families in developing and implementing wealth management strategies tailored to their unique objectives
Formulated a business plan, identified target customers, and handled inquiries and quotes through phone and in-person interactions
Presented professional recommendations on investment opportunities, products, and services based on individual needs
Provided specialized support in financial planning for clients with diverse portfolios and individual needs
Established personal connections with clients to foster loyalty and maintain long-term accounts
Aided clients in preparing financial plans, conducting investment research, and executing trades to meet financial goals
Delivered strategic investment advice for individual and corporate clients
Facilitated the onboarding process for new clients and assisted with investment account setup
Optimized client relationships to facilitate the presentation and recommendation of services
Guided clients in compiling financial histories and documentation for evaluation
Assisted clients in making strategic decisions regarding investments, financing, and partnerships
Collaborated with team members to achieve target results
Fostered strong relationships with clients to enhance satisfaction
Evaluated potential investment products for clients
Implemented exit strategies for clients transitioning out of investments
Presented financial plans and investment recommendations to clients
Analyzed clients' financial needs and devised tailored strategies to achieve goals
Developed comprehensive financial plans for clients to attain short and long-term objectives
Stayed informed about current economic trends and investment opportunities
Assisted clients with budgeting and cash flow management
Educated clients on potential risks and rewards associated with different investments
Updated clients on changes in tax laws and regulations affecting investments
Monitored and adjusted financial plans to align with client goals
Optimized client relationships to facilitate the presentation and recommendation of services
Recommended specific investments to help clients achieve their financial goals
Provided specialized financial planning support for clients with diverse needs
Recruited, trained, and mentored junior financial and support staff to promote knowledge sharing and firm growth.

• Same as above

• Same as above

• Field Work, Student Loans, Credit Cards,Student Cheque Accounts
• Enquiries
• Created detailed sales presentations to communicate product features and market data.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Responded to telephone and in-person requests for information.
• Provided sales and customer service assistance to walk-in traffic
• Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
• Evaluated customer purchase requirements and recommended best-fit company offerings.
• Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
• Conducted on-site product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
• Cultivated lasting rapport with key industry clients by providing accurate pricing and credit terms to meet customer objectives.