Bongiwe Ngada

Reliable and results-driven professional with extensive experience in sales, stock control, and customer service. Proven ability to meet sales targets, manage inventory, and build strong customer relationships. Highly adaptable, organized, and able to perform effectively under pressure with minimal supervision.

Financial advisor - Old mutual

(2017-01 - 2025-04)

• Client assessment- Meeting with clients to understand their income, expenses, assets, liabilities, and financial objectives
• Financial planning- Developing personalized plans covering budgeting, saving, investing, retirement, insurance, and estate planning.
• Investment management -Recommending and managing investments suitable for the client's goals and risk appetite
• Risk management- Advising on insurance needs (life, disability) and planning for unforeseen events.
• Monitoring and review - Regularly tracking portfolios and financial situations, making adjustments as needed.
• Business development- Finding new clients, marketing services, and building relationships.
• Education- Explaining complex financial concepts and products in simple terms.
• Compliance- Staying updated on financial regulations and adhering to industry standards.
• Maintained client confidentiality and adhered to company policies
• Maintained accurate records of client interactions and followups
• Handled client queries and resolved complaints promptly

Sales and merchandising - Pioneer foods

(2012-06 - 2016-12)

• Inventory and stock management - Monitoring stock levels, ordering products, managing deliveries, and ensuring shelves are stocked.
• Sales analysis- Analyzing sales data and market trends to predict demand and control stock effectively.
• Collaboration- Working with buyers, suppliers, store managers, and sales teams to align merchandising strategies with company goals.
• Visual presentation- Arranging product displays, setting up promotional signage, and creating attractive layouts to draw customers in.
• Pricing and promotion- Ensuring products are priced correctly and implementing promotional activities to boost sales.

fruit and veg merchandiser - Pick and pay

(2008-07 - 2012-06)

• Customer service - Greeting customers, offering assistance, answering questions, promoting specials, and handling complaints.
• Operations - Staff scheduling, training, reporting issues, and ensuring compliance with company standards.
• Sales and promotion - Setting prices, implementing promotional plans, building cross-merchandised displays, and monitoring sales trends.
• Quality control and hygiene - Adhering to food safety, washing, cleaning spills, and ensuring only fresh, sellable produce is displayed
• Stock and inventory management - Receiving, rotating (FIFO), removing damaged items, monitoring levels, and assisting with ordering.
• Visual merchandising - Creating attractive, colourful displays, using planograms, building secondary displays

Wealth management NQF Level 5 (2025)

End user computing (2021)

Regulatory examination certificate (RE5) (2020)

Matric certificate (2006)