Financial Advisor - Old Mutual Group Schemes (RMM)
(2016-06 - 2017-09)
- Advise clients on financial management
- Securing monthly targets
- Create awareness on products to best meet the customer's needs/wants
- Keeping travel logs
- Basic admin & data capturing as per customer
- Research marketplace & recommend the most appropriate products/services
- Updating paperwork
- Cold calling on major retailers
- Prospecting/canvasing
Financial Advisor - Sanlam Blue Sky (RMM)
(2018-08 - 2019-01)
- Advise clients on financial management
- Securing monthly targets
- Create awareness on products to best meet the customer's needs/wants
- Keeping travel logs
- Basic admin & data capturing as per customer
- Research marketplace & recommend the most appropriate products/services
- Updating paperwork
- Cold calling on major retailers
- Prospecting/canvasing
Part Time Partner Driver - Takealot Group
(2020-07 - 2022-06)
- Food and Parcels delivery
- Customer Services
Sales and Bids Administrator (Intern to Permanent post) - Servest (Pty) Ltd
(2021-02 - 2024-02)
- Prospecting
- Forecasting of Equipment
- Monitor invitation for tenders (ITT) and request for quotations (RFQs)
- Liaising with colleagues to get bid documents
- Bid preparation, including reading through the terms of the bid documents and assisting with the creation, updating and presentation of bid information such as, graphs, tables, team CVs and Case Studies
- General administration support including typing, formatting and modifying documents, preparing reports, correspondence and spreadsheets, photocopying and scanning papers
Bid Manager - Mathope Holding (Pty) Ltd
(2024-02 - 2025-01)
- Monitor invitation for tenders and request for quotations/proposals
- Download/Purchase bid documents
- Bid preparation, including reading through the terms of the bid documents and assisting with the creation, updating and presentation of bid information such as, graphs, tables, team CVs and Case Studies
- General administration support including typing, formatting and modifying documents, preparing reports, correspondence and spreadsheets photocopying and scanning papers
- Training and managing a team of 3 Bid administrators
- Lead Generating
- Attending Briefing Meetings & Submitting Tender Documents
- Attending conferences and Exhibitions
Bid Co-Ordinator - Matupunuka iCT (Pty) Ltd
(2025-02)
- Production and delivery of compliant, professionally produced proposals within customer defined timeframes
- Coordinate proposal input from a variety of stakeholders, typically involving contributions from sales, solutioning, marketing, product teams, finance, commercial, legal and project delivery
- Champion collaboration tools, document management and version control best practices
- Ensure proposal documents follow corporate branding guidelines, standard formatting and quality standards
- Provide advice on flow, language and grammar to content owners
- Consolidate sections and/or documents developed by others team members into the required tender format
- Maintain, make available and backup master document sets
