Personal Financial Advisor - Old Mutual S.A
(2025-09)
To promote Old Mutual products and increase market share. Provide sound financial advice and a high level of client service. Creating opportunities for client optimization and cross selling of value-added services.
- Gain and maintain an in-depth understanding of Old Mutual Products
- Gain an understanding of the customer's needs, financial goals and means, and provide the right product (or selection of products) will satisfy the goals of the customer in the best and the most affordable way possible
- Continuously update and inform customers of new products, or changes in existing products
- Manage, Review, and incorporated the implications of products changes on the customer's portfolio accordingly
- Validate client details in line with the product and regulatory requirements
- Submit business through the right channels
- Conduct due diligence on clients to identify and flag risks
- Manage your own capacity to ensure daily appointments are prioritized
- Gain insight into client risk profiles to proactively identify where support will be required
- Remain up to date with continuous adherence to compliance and quality standards
- Identify risks and flag potentially fraudulent activities
- Keep and store relevant records of advice
- Log all Activities as per regulations and standard operating
- Championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions
Property Manager / Finance / Administrator Short Term Department - Zensure Consulting
(2024-01 - 2025-08)
- Reconciling all transactions on Xero
- Filing of all levy and rates statements
- Regularly attendance of all property mails
- Conducting the Short-Term commission for Zaahir and Goolam
- Updating on TPN software
- Reconciliation of all Property Expenses-Verifying on websites
- Reconciliation of Property rentals on Monthly basis
- Issuing of Rental Invoices to All Tenants
- Overseeing all maintenance issues from start to resolution
- Attending to leases on each property
- Obtaining Property Valuations when necessary
- Collection and maintaining of all arrear's rentals
- Using the Rent book program
- Short Term Tracking of Zen sure and Alpha Capital Business
- Updating of all commissions on the spreadsheet
- Obtaining Rates from Banxso
- Issuing Invoices for payment to Banxso
- Balancing of Banxso transactions of Xero
- TV License- Obtaining for each company
- Doing renewals for clients for policies
- Getting new quotes for new clients
- Underwriting clients' policies for the short term
- Adjusting clients' policies with changes
Manager / Area Manager - Mobile Communication
(2003 - 2023)
Consumer Satisfaction in store
- Accountable for cash and stock
- Accountable for sales and meeting targets
- Accountability and Management of shortages
- Provide consumer advise and education
- Share product knowledge
- Manage stock in store
- Sales Staff Motivation
- Promotional stock merchandising
- Manage operations in store
- Warranties
- Handling Customer cellphone repairs (where applicable)
- Returns
- Obf's
- Identify and resolve issues
- Maintain and Manage company policies and procedures
- Manage and account for all cash
- Banking cash daily
- Opening and closing of system
- Conduct system transactions
- General customer services
- Opening and closing of store
- Drafting monthly rosters
- Administration/Claims
- Stock Controller
- Payment to Creditors
- Balancing of Debtors/Creditors
- Checking of documentation
- Submitting claims and Payments to mtn
- Handling Customer Queries as well as returns and refunds
- Ordering and Managing Stock
- Managing multiple branches
Assistant Manager - Mall Café
(2002 - 2003)
- Staff Management (Inc. Rosters for Drivers, Front and Back Office Staff)
- Banking
- Cashing Up
- Sales
- Daily Stock Take
Cashier - Game Discount World
(1997 - 2002)
- Responsibility for Cashing Up And
- The Handling of Money
- Each Day the Till Roll and the Cash Has To Be Balanced Off
- Balancing of Tills
