Thandi M

I am a self-motivated, result-driven individual with vast experience as a client liaison consultant in the banking and insurance industries. My strengths lie in people interaction/engagement, relationship building, sales and marketing. My work experience has required me to be an agile & self-managed all-rounder, thus I have the abilities to work well independently and in a team setting.

Personal Advisor /Consultant at Old Mutual (2019-01 – 2021-12)

• Prospecting New Business
• Meeting Monthly Sales Targets
• Conduct Financial Needs Analysis for New Client & Review for Existing Clients
• Office Administration - Quotations, Capturing & Processing Client Information, Filing & Organizing, Front Office Management

Multi-Functional Consultant at Nedbank Group (2012-01 – 2019-12)

• Bank Teller: Assisting Client with Money Transactions, Issuing Banks Own Cheques, Money Transfers
• Forex Exchange Teller
• Client Inquiries & Sales: Assisting Clients with Bank Account Queries, Opening of New Accounts
• Back-end Client Liaison: Build and Maintain Client relations through - Investigating & Handling Queries & Complaints and providing feedback to clients, Verify Client Identity via authentication process, Mitigate Risk & Legislative requirements by updating client information and company processes & procedures. Filing client information in a confidential manner, Writing and Filing Reports.

Matric – East London Science College (2002)