UYAPO TOSE CHAKALISA

Financial Advisor at Metropolitan Life Of Botswana Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Francistown, North-East District, Botswana, BW
Languages
  • English -
  • Tswana -
  • Ndebele, North -
  • Shona -
  • Zulu -

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Credentials

  • CERTIFICATE OF PROFICIENCY
    Botswana Accountancy College
    May, 2018
    - Nov, 2024
  • PEER EDUCATING, AND COUNSELLING
    Botswana Student Nework
    Sep, 2013
    - Nov, 2024

Experience

    • Botswana
    • Insurance
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2021 - Present

  • ABSA BOTSWANA
    • Francistown, Central District, Botswana
    • Sales Consultant
      • Jun 2021 - Dec 2021

      - Did intensive marketing of ABSA life Kgomotso product to different market segments - Conduct presentation on financial literacy to different organisations and individuals - Did intensive marketing of ABSA life Kgomotso product to different market segments - Conduct presentation on financial literacy to different organisations and individuals

    • Botswana
    • Insurance
    • 200 - 300 Employee
    • Financial Advisor
      • Feb 2019 - May 2021

      Description of Duties: ➖Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. ➖ I make sure that I make proper financial needs analysis for the customers before making recommendation ➖ Answering client questions about financial plans and strategies and giving financial advice. ➖ Answering client questions about financial plans, strategies and giving financial advice Show less

    • Government Administration
    • 700 & Above Employee
    • Credit Controller
      • Jul 2015 - Dec 2015

      -KEEPING UP TO DATE WITH NEW CREDIT MANAGEMENT TECHNIQUES AND PRACTICES( use of techniques of blocking and unblocking all of prepaid meters as a measure of controlling credit)- Ensuring that debts are paid in timely manner-Provide accurate advice on billing queries-Identify changes in the payment patterns of a client and propose action -Made follow-ups on overdue invoices by telephone, email & letter within agreed timescales

    • Credit Controller
      • Jul 2015 - Dec 2015

    • South Africa
    • Retail
    • 700 & Above Employee
    • Floor Staff
      • Nov 2012 - Jun 2013

      KEEPING SHELVES NEAT &TIDY, PACKING THE STOCK, AND ASSISTING CUSTOMERS KEEPING SHELVES NEAT &TIDY, PACKING THE STOCK, AND ASSISTING CUSTOMERS

Education

  • BA ISAGO UNIVERSITY
    Bachelor of Commerce (B.Com.), Banking and Financial Support Services
    2015 - 2017
  • BA ISAGO University
    Bachelor's Degree In Banking and Finance, Banking, Corporate, Finance, and International finance
    2013 - 2017

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