Mulweli Ramutsheli

A finance graduate currently pursuing the CIMA qualification, with strong analytical skills and practical experience in annuity reviews, Financial reconciliations and consolidations, client service, and front desk operations within a wealth management environment. Passionate about management accounting, performance analysis and strategic finance.

Internship - Morebo Wealth

(2026-02)

• Assisted with Annuity reviews and retirement fund queries
• Liaised with asset managers and insurers for policy and investment information
• Reconciled commission statements and verified financial data using excel
• Supported client withdrawals in line with pension regulations
• Maintained accurate client records on CRM systems
• Followed up with service providers to ensure timely processing of requests
• Handle reception duties including managing incoming and outgoing correspondence and direct queries to relevant departments

Chairperson - Univen Debate Fraternity

(2022-02 - 2023-01)

• Presided over the entire university debate program
• Spearheaded tasks to the executive committee fostering leadership and accountability
• Provided strategic leadership and oversight to the debate team

Mental Health Advocate - University of Venda

(2021)

• Founded and registered a campus non-profit organization focused on supporting students' mental health and well-being
• Developed and implemented awareness-raising events and talks to promote mental health advocacy and reduce stigma
• Facilitated weekly support groups, providing a safe space for students to share experiences and receive peer support
• Collaborated with licensed social workers and psychologists to connect students with professional resources and support services
• Designed and implemented a referral system to ensure students received timely and appropriate support, enhancing their overall well-being and academic success

BCom - Cost and Management Accounting - University of Venda (2024)

National Senior Certificate - Dzata Secondary School (2018)