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Financial Advisor with 3+ years in Banking and Insurance
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Competencies
Utilized basic computer skills for reporting, updating client profiles, and general administrative tasks.
Engaged in client follow-ups and verbal communication during client visits and profile updates.
Built rapport with clients through consistent follow-ups and personalized service in banking and insurance roles.
Served and managed clients, applying product knowledge to meet their financial needs at Absa Bank.
Education
Languages
Summary
A versatile professional experienced in banking, insurance, and general assistance roles. Skilled in client management, report generation, and teamwork, with strong communication and computer skills.
Key Achievements
- Gained experience in client profile management and follow-up activities at Liberty and Absa Bank.
- Developed a broad understanding of financial products including insurance and savings plans.
- Supported classroom and ground cleaning at Menzi P.School, demonstrating versatility and work ethic.
Experience
General assistant
Typing, Cleaning classrooms and office, Washing windows, Cleaning school ground, washing chairs
Financial adviser
Doing repurching, Reporting on all daily activities, Updating clients profile, Visit customers and make follow ups, Range of product e.g funeral insurance, savings for education, life cover etc.
Assistant Financial adviser
Reporting on all daily activities, Conduct follow-ups, Apply product knowledge to customers e.g funeral insurance, savings for education life cover etc., Serving and managing clients profile