Sphiwe Sharon Lepholletse

Client-Focused Financial Services and Operations Professional with 8+ years of experience supporting revenue growth, compliance management, and high-volume administrative operations within regulated industries. Proven ability to manage full client lifecycles, optimize reporting systems, and improve operational efficiency by up to 30%. Experienced in financial advisory services, CRM management, regulatory compliance (FAIS), digital documentation systems, and remote client engagement.

Recognized for independent execution, accuracy under pressure, and consistent target achievement. Seeking remote international opportunities in Client Success, Financial Services Support, Operations Coordination, or Executive/Virtual Assistance.

Financial Advisor at Liberty – Standard Bank Group (2025-08 – Present)

Manage end-to-end client advisory lifecycle and financial strategies within regulated financial services environment.

• Manage end-to-end client advisory lifecycle, including prospecting, onboarding, portfolio development, compliance documentation, and ongoing reviews.
• Develop customized financial strategies across investments, retirement planning, risk cover, and income protection.
• Consistently achieve monthly acquisition and revenue targets through strategic client engagement.
• Maintain strict regulatory compliance aligned with FAIS requirements.
• Conduct structured portfolio reviews, improving client retention and long-term value.
• Increased client portfolio growth through proactive relationship management
• Ensured 100% regulatory compliance in documentation and advisory processes

Call Centre Agent at Call On Me Marketing (2025-06 – 2025-07)

Executed high-volume outbound sales and lead generation campaigns with focus on CRM accuracy and conversion tracking.

• Executed high-volume outbound sales and lead generation campaigns.
• Maintained CRM accuracy and tracked conversion performance metrics.
• Achieved daily conversion targets in competitive sales environment.

Independent Financial Services Agent at Credico – Ackermans Campaign (2025-04 – 2025-06)

Facilitated compliant financial product applications and client education within regulated financial services sector.

• Facilitated compliant financial product applications (credit, insurance, loans).
• Educated clients on financial terms and eligibility requirements.
• Ensured documentation accuracy and regulatory adherence.

Store Manager at Green World Organic Products (2017 – 2020)

Oversaw retail operations, inventory control, team management, and implemented sales improvement initiatives.

• Oversaw operations, inventory control, and financial reporting.
• Managed team performance and customer engagement strategies.
• Increased sales through structured promotional campaigns and client education initiatives.
• Improved reporting and stock management systems for operational efficiency.

Administrative Officer at Medaco Capital Services (2014 – 2016)

Processed high-volume legal and financial records with exceptional accuracy and improved reporting efficiency.

• Processed 1,000+ legal and financial records monthly with 100% accuracy.
• Reduced reporting turnaround time by 30% through workflow improvements.
• Managed reconciliations, compliance records, and court documentation submissions.
• Provided high-level administrative and client communication support.

Safety Administrator at Transnet Freight Rail (2012 – 2014)

Conducted risk assessments and compliance audits with focus on staff safety training and compliance improvement.

• Conducted risk assessments (HIRA) and supported internal compliance audits.
• Trained 50+ staff members on safety compliance protocols.
• Improved compliance adherence by 20% through structured reporting processes.

National Diploma in Safety Management – University of South Africa