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 the 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.

Salon Owner - Self-Employed - Eastern Cape

(2022-01)

Managing the day to day operation of a small business.

• Maintaining customer relationships and service standards.
• Handle bookings, administration, stock control, and cash management.
• Conduct marketing and client retention activities.
• Balanced business management with family caregiving responsibilities.

Personal Advisor/Consultant - Old Mutual - Eastern Cape

(2019-01 - 2021-12)

• Prospecting new business
• Meeting monthly sales targets
• Conduct Financial needs analysis for new clients & review for existing clients.
• Office administration - Quotations, Capturing & process client information, filing & organizing, front office management.

Multifunctional Consultant - Nedbank Group - Eastern Cape

(2012-01 - 2019-12)

• Bank Teller: Assisting clients 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 investing - 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 process and procedures. Filing client information in a confidential manner, writing and filing reports.

Matric - East London Science College