Caroline Nkuna
Salaried Financial advisor
Hire this person
Send a job offer directly to this candidate
About
assessing client needs, developing strategic plans, managing investment portfolios, providing ongoing advice, and ensuring the plan evolves with the client's changing circumstances.
Experience
Salaried Financial advisor at Old Mutual (2025 – 2026)
assessing client needs, developing strategic plans, managing investment portfolios, providing ongoing advice, and ensuring the plan evolves with the client's changing circumstances.
Loan Consultant at Atlas Finance (2023 – 2025)
- To promote and assist and enable client apply for credit to Meet monthly set loan application sales targets
- meet monthly set collection target and follow up on collection of customers loan instalments and actioning Nupay resubs
- accurately update and maintains records through ledger books and Administration within required standard
- branch housekeeping standards
- provide professional and friendly customer service
- email and phone etiquette
- Microsoft suits(Excel, word, PowerPoint)
Part time team member at KFC Warmbad/Bela Bela (2023 – 2023)
- Front of house (parker, cashier, beverage, drive thru)
- Middle of house (assembler, COB, freezer to fryer)
- Back of house (cooker, throwing, receiver)
- customer service
Volunteer waitress at Sondela Nature Reserve (2021 – 2022)
- Housekeeping standards
- Customer service
- Cutlery
- Stock counting
- Front of house(beverage)
Education
Bachelor's degree in Law (LLB) in Law – University of South Africa/unisa (2022)
Diploma in Business Administration Management in Business Administration Management – Tshwane University of technology (2021 – 2022)
National Senior Certificate – Maope secondary school (2020 – 2020)
