Teboho Eric Lepheane
Customer Service Sales Representative at Independent Risk Distribution South Africa (IRDSA) Pty (Ltd)- Claim this Profile
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Sotho, Southern Native or bilingual proficiency
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English Full professional proficiency
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Afrikaans Elementary proficiency
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Setwana Full professional proficiency
Topline Score
Bio
Credentials
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Wealth Management NQF 5
INSETA-Insurance Sector Education and Training AuthorityJul, 2023- Nov, 2024 -
RE5 Regulatory Examination : Representatives in all Categories of FSPs
FSCA South AfricaFeb, 2022- Nov, 2024
Experience
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Independent Risk Distribution South Africa (IRDSA) Pty (Ltd)
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South Africa
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Financial Services
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1 - 100 Employee
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Customer Service Sales Representative
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Oct 2020 - Present
-Serving customers by selling products and meeting customer needs. -Services existing accounts obtains orders, and establishes new accounts by planning and organizing daily work schedules to call on existing or potential sales outlets and other trade factors. Adjust the content of sales presentations by studying the type of sales outlet or trade factor. Focuses sales efforts by studying existing and potential volumes of dealers. Submits orders by referring to price lists and product literature. -Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses. -Monitors competition by gathering current marketplace information on pricing, products, new products, delivery schedules, and merchandising techniques. -Recommending changes in products, services, and policies by evaluating results and competitive developments. -Resolves customer complaints by investigating problems, developing solutions, preparing reports, and making recommendations to management. -Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies. Provides historical records by maintaining records on area and customer sales. Contributes to team effort by accomplishing related results as needed. Show less
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BANTU MICROFINANCE
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South Africa
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Loan Officer
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Sep 2017 - Feb 2018
-Evaluate credit worthiness by processing loan applications and documentation within specified limits Interview applicants to determine financial eligibility and feasibility of granting loans Determine all applicable ratios and metrics and set up debt payment plans Communicate with clients either to request or to provide information Justify decisions (approvals/rejections) and report on them Complete loan contracts and counsel clients on policies and restrictions Update job knowledge on types of loans and other financial services Maintain and update account records Assess customer needs, explore all options and introduce different types of loans Develop referral networks, suggest alternate channels and cross-sell products and services to accomplish quotas Go the “extra mile” to build trust relationships, customer loyalty and satisfaction throughout the underwriting process. Οperate in compliance with laws and regulations and adhere to lending compliance guidelines Show less
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Elmaris Electrical Warehouse
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South Africa
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Warehouse Assistant
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Sep 2014 - Sep 2016
· Move inventory and materials across facilities · Process inventory for delivery · Stack and organize large bulk items . Update logs and documentation for inventory •Selling products and services using solid arguments to prospective customers •Performing cost-benefit analyses of existing and potential customers •Maintaining positive business relationships to ensure future sales. · Move inventory and materials across facilities · Process inventory for delivery · Stack and organize large bulk items . Update logs and documentation for inventory •Selling products and services using solid arguments to prospective customers •Performing cost-benefit analyses of existing and potential customers •Maintaining positive business relationships to ensure future sales.
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Education
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2011 - 2013
Carleton Jones
National Senior Certificate NQF4 ( Matric ), 12
Community
