Zikhona Mbuli

Enthusiastic and results-driven financial consultant with a strong commitment to delivering exceptional client service and tailored financial solutions. Adept at analyzing client needs, developing strategic financial plans, and fostering long-term relationships to enhance client satisfaction and retention. Proven expertise in investment strategies, risk management, and financial forecasting, combined with excellent communication skills.

Seeking to leverage my analytical capabilities and client-focused approach to help individuals and businesses achieve their financial goals while contributing to a dynamic team.

Responding to client's queries within one business day to maintain satisfaction.

• Developing long-term relationships with clients, providing sound financial advice.
• Cultivating lasting relationships with clients through exceptional service, regular communication, and transparent advice.
• Answering questions comprehensively to gain client's confidence.
• Ensuring clients are able to have enough cash flow.
• Providing sound advice on interest rates, the current state of the economy and how they can be guided to ensure they are able to pay all their debts.
• Ensuring clients have one tailored payment plan for all their debts to ensure their credit profile improves and assisting over indebted clients to gain financial freedom.

Addressing and resolving customer complaints in efficient, effective, and timely manner and ensuring that correct documentation is provided and sent to relevant stakeholders to be assessed.

• Providing excellent customer service and manage client expectations.
• Dealing with complaints and overdue queries to meet clients’ expectations.
• Liaison with external stakeholders to ensure timely feedback is provided to clients.
• Overseeing market research to identify emerging trends, customer needs, and competitor strategies.
• Developing and maintain strong relationships with partners, agencies, and other stakeholders.
• Performing balance reconciliation and get settlements for clients.
• Cultivating strong relationships with clients, leading to repeat business and sustained revenue growth.
• Communicating ideas clearly across multiple channels to assist staff

Bcom general accounting degree

RE5 certificate class of business on insurance and investment