Granny Maswanganyi

Provided tailored financial advice to clients in Middelburg, helping to achieve their personal financial goals and improve their financial wellbeing. Monitored clients' financial portfolios and market trends to offer timely recommendations and adjustments. Ensured compliance with relevant financial regulations and ethical standards while maintaining client confidentiality.

Personal financial adviser - Old mutual Middelburg - Middelburg

(2025-06)

• Provided tailored financial advice to clients in Middelburg, helping to achieve their personal financial goals and improve their financial wellbeing.
• Monitored clients' financial portfolios and market trends to offer timely recommendations and adjustments.
• Ensured compliance with relevant financial regulations and ethical standards while maintaining client confidentiality.
• Built and maintained strong client relationships through regular reviews, updates, and exceptional customer service.
• Prepared and presented comprehensive financial plans, highlighting potential growth and risk factors specific to the regional market.

Call centre agent - Stock Market College - Randburg

(2017-04 - 2017-11)

• Handled a high volume of inbound customer enquiries, providing accurate information and resolving issues efficiently.
• Collaborated with team members and supervisors to improve service delivery and meet performance targets.

Supervisor - Lazarus Ford - Centurion

(2017-12 - 2019-09)

• Supervised and motivated a team to achieve daily operational targets and maintain high-performance standards.
• Conducted regular team meetings to communicate goals, provide feedback, and foster a collaborative work environment.
• Monitored and evaluated team members' performance, providing coaching and training to support professional development.

Diploma - Business administration and human resource management - Richfield institution of technology (2014-02 - 2016-11)

Matric - Kgaphamadi High school (2010-01 - 2013-12)