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Bongiwe Phoshoko

Bongiwe Phoshoko

Financial Consultant

Alberton, Ekurhuleni Metropolitan MunicipalityMember since September 14, 2023
Trend AnalysisCredit AnalysisDebt ManagementPortfolio ManagementClient Relations
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About

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Experience

Financial Consultant - Old Mutual Finance - Gauteng, ZA

(2014-04)

  • Conducted detailed financial analysis and research to identify potential areas of improvement for clients.
  • Developed and implemented strategies to help clients reach their financial goals.
  • Provided customized investment solutions tailored to the individual needs of each client.
  • Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.

Sales Consultant - Sport & Fitness Club - Gauteng, ZA

(2012-06 - 2013-01)

  • Analyzed customer needs and preferences to recommend appropriate products.
  • Answered incoming calls from customers and provided assistance with product inquiries, billing questions, and other customer service related issues.
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.

Education

Advance Certificate In Management (Nqf Level 6) - Milpark Business Education (2023-12)

Bachelor Of Business Administration - Milpark Business Education (2023-12)

Certificate In Computer Literacy - Winter Veldt College Tertiary (2011-12)

High School Diploma - Laudulwazi Comprehensive Schoo (2008-12)

Skills

Financial Consultant

Reviews

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