Lerato Banele

I am a proactive and detail-minded customer care professional who has spent years helping people navigate choices; in finance, in service, and in those "where do I even start?" moments. I am quietly competitive about meeting targets, not just the numbers, but the trust and loyalty side of things too. I am currently working toward my RE5 certificate.

I have experience as a Financial Advisor & Office Consultant and at Ole Koilel Brokers as a Financial Advisor / Office Administrator. I am skilled in relationship building, sales, governance, compliance, and cross-selling.

Financial Advisor / Office Administrator at Ole Koilel Brokers (2022-01 – Present)

• Keep an eye on market trends, using them to offer timely, relevant solutions
• Conduct research that turn into action, helping improve service and client reach
• Grow client base and achieve sales increase
• Find ways to make compliance less of a chore for both me and the client

Financial Advisor & Office Consultant at Assupol (2019-01 – 2022-01)

• Helped clients figure out what they actually needed, boosting sales and building trust
• Delivered personal, non-scripted service that made clients feel understood
• Processed requests and claims with accuracy and care
• Followed up in a way that felt human, not pushy
• Managed and grew portfolios with strategy and genuine relationship care

RE5 Certificate – Octomate Education

Human Resources Management in Human Resources Management – National School of Government

NCV Level 4 in Office Administration – Gert Sibande TVET College (2012-01 – 2012-01)

National Senior Certificate – Khunjuliwe High School (2005-01 – 2005-01)