Monalisa Mahlangu

A dynamic and results-driven professional seeking opportunities in Sales, Finance, Administration, or within the Mining sector. Brings strong administrative and financial knowledge, excellent customer service skills, and a proven ability to build lasting relationships. Experienced in banking, financial advising, and office administration, with an understanding of structured, safety-driven, and compliance-focused environments.

Highly adaptable, organized, and committed to exceeding targets while supporting operational and business objectives.

Financial Planner - Sanlam Life

(2026-01)

• Providing comprehensive financial planning services to individual and business clients
• Conducting financial needs analysis and risk assessments
• Advising clients on life insurance, investment, retirement, and savings solutions
• Assisting clients with estate planning and wealth management strategies
• Building and maintaining long-term client relationships
• Achieving sales targets and business growth objectives
• Ensuring compliance with FAIS and regulatory requirements
• Reviewing client portfolios regularly and adjusting plans accordingly

Funeral Financial Advisor - Discovery Ltd

(2025-08 - 2025-12)

• Provided tailored financial advice on insurance
• Conducted detailed needs analysis to identify and address client financial goals
• Maintained regular client communication for performance reviews and policy updates
• Ensured compliance with financial regulations and ethical standards
• Consistently achieved sales and advisory performance targets

Service Consultant - Capitec Bank

(2012-09 - 2025-04)

• Delivered excellent client service by fulfilling client needs across savings, transactions, credit, and insurance
• Processed deposits, payments, withdrawals, and loan applications
• Recommended banking products tailored to client financial goals
• Trained new employees on banking procedures and client service standards
• Reviewed financial statements, monitored accounts, and prepared monthly reports
• Served as primary client contact, ensuring timely and professional communication
• Provided financial guidance, helping clients improve credit and managing accounts effectively

Higher Certificate - Accounting Sciences - UNISA

Diploma - Accounting and Financial Computing - IIE College Campus

Certificate - Business Analysis - School of Business Analysis

Certificate - Core Banking Financial Service NQF Level 4 - Cornerstone Performance Solutions

Matric / Grade 12 - Economics and Accounting - High School