Xola Ndlendle
IT Professional
Port Elizabeth
Summary
Professional offering versatile IT, technical and marketing capabilities. Proficient in Microsoft Office programs, including Microsoft Word, Microsoft PowerPoint, Microsoft Excel and SQL server management studio, with experience in Desktop Support, Software/Hardware installation, Data Capturing, Analysis and reporting. I am a Planner and problem solver, who readily adapts to change, a team player who also works well independently and goes an extra mile to meet expectations. Able to juggle multiple priorities without compromising quality. I am seeking for a challenging position to utilize my skills and abilities in an exciting and challenging environment.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Sanlam / Bullion MDS
07.2022 - 06.2023
- Prospecting new clients
- Making introductory calls to prospective clients
- Booking and holding meetings with clients
- Giving tailored financial advice and recommendations to clients
- Capturing clients' information.
Financial Advisor
Old Mutual PFA
01.2022 - 03.2022
- Prospecting new clients
- Making introductory calls to prospective clients
- Booking and holding meetings with clients
- Giving tailored financial advice and recommendations to clients
- Capturing clients' information.
Research Analyst & Marketing Assistant
Rikatec PTY Ltd
11.2018 - 12.2020
- Researching and compiling information from a range of sources in order to create presentations, proposals, and formulate robust business plan/s
- Supported senior management in making informed decisions by delivering timely and accurate research findings.
- Streamlined internal workflows by automating data collection, analysis, and reporting tasks.
- Stayed up-to-date with industry developments through regular participation in conferences and workshops, ensuring relevance of research outputs.
- Increased client satisfaction by providing customized research solutions tailored to their unique business needs.
- Provided actionable recommendations based on extensive competitor analysis, driving competitive advantage in the marketplace.
- Gained expertise in various analytical tools such as SQL, Power BI to improve data processing capabilities effectively.
- Researching, preparing, and supplying information as required
- Created and distributed surveys for data collection and analysis.
- Generated reports to support development and implementation of marketing plans.
- Tracked key performance indicators to measure success of campaigns.
- Keeping track of industry developments, trends, and client needs
- Creating presentations for prospective and current clients
- Writing proposals for tender applications
- Created customized marketing materials to increase product awareness.
- Designing and editing images/posters
- Managing the company's social media pages
- Generated leads through phone calls, emails and face-to-face interactions.
- Interacting with company managers to have good knowledge of the business as this helps in the research analysis, marketing, and proposals.
Data Analyst
Rikatec PTY Ltd
04.2018 - 10.2018
- Installing telematics devices for data collection
- Electronic data capturing and consolidation
- Capturing incoming data
- Understanding day-to-day issues faced by clients, which can be better understood with data
- Compiling and analyzing data
- Verifying data for quality and accuracy
- Creating comprehensive operational reports
- Completing accurate reporting templates
- Analysis of clients' data using Excel
- Creating Excel spreadsheets
- Interacting with company managers to identify variances and make recommendations for improvements.
- Liaising with staff regarding recording and reporting of collected data
- Supporting staff to address emerging data management issues
- Providing data to measure and improve the performance of the company's various marketing campaigns
- Processing data for presentation in charts, graphs, and tables.
- Improving decision-making processes with accurate data analysis and visualization techniques.
Education
Diploma - Information Technology
Richfield Graduate Institute of Technology
Johannesburg 04.2001 -
High School
Holy Cross High School
MthathaFinance
Udemy
(Short Course) Introduction To FinanceSkills
SQL Server management studio
Power BI
MS Office
Visual Basic
Hardware/Software Installation
Data capturing and analysis
Presentation design
User Manual writing/compiling
Internet use
Research
Insurance decisions
Retirement needs
Retirement planning
Financial Planning
Financial Goal Planning
Client Interviews
Driver License
Code 10 (PDP)
References
- Ms. Adele Dalasile, Manager/ Business Administrator and HR, Rikatec, 061 485 4541
- Mr. Hugo Erasmus, Manager/ Financial Planner, Bullion MDS, 081 400 3419
- Mr. Siyabonga Mente, Manager/Development Coach, Old Mutual PFA, 081 090 6947
Timeline
Financial Advisor
Sanlam / Bullion MDS
07.2022 - 06.2023
Financial Advisor
Old Mutual PFA
01.2022 - 03.2022
Research Analyst & Marketing Assistant
Rikatec PTY Ltd
11.2018 - 12.2020
Data Analyst
Rikatec PTY Ltd
04.2018 - 10.2018
Diploma - Information Technology
Richfield Graduate Institute of Technology
04.2001 -
High School
Holy Cross High School
Finance
Udemy