Bongiwe Phoshoko
Financial Consultant
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)