Asiphe Magxwalisa

Results-driven Financial Services Consultant with over 6 years of experience across financial services, retail sales, customer service, credit applications, insurance products, cash handling, and client relationship management. Proven ability to identify customer needs, recommend suitable financial solutions, process credit applications, and consistently achieve sales targets while maintaining regulatory compliance. Strong background in customer engagement, financial product consulting, retail operations, and administrative support.

Recognised for excellent communication skills, professionalism, problem-solving abilities, and delivering exceptional customer experiences.

Junior Financial Product Consultant - WOOLWORTHS FINANCIAL SERVICES

(2025-09)

• Consult with customers to identify financial needs and recommend suitable financial products.
• Promote and sell financial solutions including credit products, insurance offerings, and value-added services.
• Assist clients with credit applications and supporting documentation.
• Conduct affordability and eligibility assessments in accordance with company policies.
• Maintain accurate customer records and update CRM systems.
• Provide exceptional customer service throughout the sales and application process.
• Resolve customer queries regarding financial products and account services.
• Ensure compliance with financial services regulations and internal procedures.
• Meet and exceed monthly sales and performance targets.
• Build long-term customer relationships through professional service delivery.

Cashier / Customer Service Assistant - SHELL GARAGE

(2024-01 - 2025-08)

• Processed customer transactions accurately and efficiently.
• Balanced cash drawers and completed daily cash reconciliations.
• Delivered excellent customer service in a fast-paced retail environment.
• Assisted customers with product information and purchases.
• Managed point-of-sale transactions and card payments.
• Resolved customer concerns professionally and effectively.
• Maintained cleanliness and presentation standards within the store.
• Assisted with stock control and merchandising activities.

Sales Consultant - HOUSE & HOME

(2019-09 - 2023-10)

• Assisted customers in selecting products best suited to their needs and budget.
• Achieved and exceeded monthly sales targets through proactive selling techniques.
• Generated quotations and facilitated customer purchases.
• Processed finance and credit applications for customers.
• Built and maintained strong customer relationships.
• Conducted product demonstrations and presentations.
• Managed customer accounts and follow-up activities.
• Resolved customer complaints and service-related issues.
• Ensured compliance with company sales procedures and policies.

National Senior Certificate - Grade 12 - Inkwenkwezi Secondary School (2010)