Seronica Nathram

Finance professional with expertise in providing tailored financial advice, investment strategies, and risk management solutions. Adept at building long-term client relationships, analysing market trends, and optimising portfolios for growth and stability. Committed to delivering high-quality service and ensuring clients reach financial goals.

Strategic thinker with proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages caseload of clients in line with industry regulations.

Focused Financial

Advisor able to handle wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.

Owner at Jay's Steel Newcastle (2016-08 – Present)

• Built strong relationships with clients to enhance customer satisfaction.
• Compiled quotations and followed up with clients to secure business opportunities.
• Managed accounts receivable and payable processes to maintain financial accuracy.
• Facilitated communication with suppliers for timely product orders.
• Registered daily tasks and rosters for employees to streamline scheduling.
• Compiled employee contracts to ensure compliance and clarity.

Financial Adviser at Sanlam (2025-01 – 2025-12)

• Compiled personalised investment strategies, retirement plans, tax optimisation, and short-term investments, adapting portfolios to align with market changes.
• Assessed clients' financial health to identify opportunities for improvement and informed strategic planning.
• Scheduled client meetings to discuss financial needs and objectives.
• Completed needs analysis.
• Monitored compliance with regulations and maintained ethical standards in financial practices to uphold client trust and safeguard assets.
• Risk assessments

GNC Assistant at 54 On Bath (2016-01 – 2016-08)

• Communicated regularly with clients to resolve inquiries and ensure satisfaction
• Recorded dietary requirements and requests from clients for events to facilitate catering accuracy
• Coordinated reservations for restaurants, conference rooms, and guest accommodations to enhance guest experience
• Booking for the restaurant for groups and events
• Compiled and recorded daily tasks to track progress and efficiency

Service Attendant at 54 On Bath (2014-07 – 2015-12)

• Processed room service orders to ensure timely delivery and guest satisfaction
• Coordinated wake-up calls to enhance guest experience and punctuality
• Engaged in effective communication with clients to address inquiries and enhance service quality
• Managed gym bag collection and delivery for guests
• Compiled detailed occupancy reports for management

Events assistant at Sarathi Décor (2015-01 – 2015-07)

• Assisted in coordinating functions to ensure seamless operations and enhance guest satisfaction
• Executed event set-ups at various venues, ensuring optimal layout and readiness for guest experiences
• Supported clients during service interactions, addressing inquiries and enhancing overall experience

BTech in Hospitality Management – University of Johannesburg (2010-01 – 2010-01)

ND in Hospitality Management – Majuba College (2010-01 – 2010-01)

Diploma in Financial Management – Majuba College (2008-01 – 2008-01)

High school or equivalent in Maths Literacy, English, Afrikaans, Life Orientation, Geography, Life Sciences, Computer Application Technology (CAT) – St.

Oswalds Secondary

School