Bongi Ndesi

I am a highly organised and dependable administrative professional with over seven years of experience across financial services, legal support, and regulatory environments. My background includes working with respected organisations such as Bayport Financial Services, Sanlam, Old Mutual, and, most recently, the Companies and Intellectual Property Commission (CIPC), where I currently assist clients with company registrations and compliance documentation. This experience has made me a strong fit for complex business support roles that require regulatory expertise, technical proficiency, and corporate experience.

Online Agent - CIPC (Companies and Intellectual Property Commission) - Online

(2025-08)

• Compliance Oversight: Facilitate end-to-end company registrations and mandatory regulatory filings.
• Document Authentication: Issue B-BBEE certificates and securities registry letters with 100% accuracy.
• Regulatory Guidance: Advise clients on Beneficiary Ownership requirements and adherence to government standards.

Admin Support / Call Centre Agent - Legal and Tax Services

(2022-03 - 2024-08)

• Data Integrity: Managed high-volume data capturing into internal systems with zero error margins.
• Communication: Resolved an average of 60+ daily queries via inbound/outbound channels.
• Confidentiality: Upheld strict POPIA standards while maintaining secure digital and physical filing systems.
• Lead Generation: Utilized CRM to track networking efforts and develop new business opportunities.

Intermediate Financial Advisor - Sanlam

(2020-03 - 2021-01)

• Portfolio Admin: Executed policy updates and assisted clients with complex regulatory documentation.
• Audit Readiness: Maintained client records in strict alignment with FICA and financial industry audits.
• Lead Generation: Utilized CRM to track networking efforts and develop new business opportunities.

Field Sales Agent - Old Mutual

(2019-01 - 2020-02)

• Application Processing: Vetted and processed financial product applications, ensuring all KYC (Know Your Customer) requirements were met.
• Client Education: Translated complex financial products into actionable information for diverse client groups.
• Lead Generation: Utilized CRM to track networking efforts and develop new business opportunities.

Business Development Consultant - Bayport Financial Services

(2017 - 2018)

• Relationship Management: Acted as the primary point of contact for high-value client enquiries and issue resolution.
• Lead Generation: Developed new business opportunities through networking and relationship building

Grade 12 - Gengqe Senior Secondary School (2005-01 - 2007-12)