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Experience

    • South Africa
    • Financial Services
    • 400 - 500 Employee
    • Junior Project Manager
      • May 2021 - Present

      > Leading projects from ideation to completion.> Collaborating with internal and external stakeholders >Designing workflow diagrams> Leading planning session>Presenting solutions to teams

    • Credit Coach
      • May 2020 - Apr 2021

      > Assisting clients with understanding their credit scores and credit reports.> Recommend credit wellness solutions to clients.> Analyzing clients' credit wellness using their income, credit report and budget information.

  • Sanlam
    • Cape Town Area, South Africa
    • Financial Planner
      • Jun 2019 - May 2020
      • Cape Town Area, South Africa

      >Conducting a needs analysis to determine a client’s financial position>Develop financial plans to address clients financial needs>Conducting presentations on financial planning to clients and colleagues>Prospecting for clients

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jan 2018 - Aug 2019

      > advise clients and potential clients on the features and benefits of Mukuru funeral coverproducts.>process funeral claims.>identify and meet client needs within the assigned sales requirements.>investigate and resolve client queries>prepare reports on weekly team performance.

    • Sales and support consultant
      • Feb 2017 - Dec 2017

      >promote and sell money remittance and allied products > identify and meet customer needs within the assigned sales requirements.> guide potential and existing clients to determine and fulfil their purchase needs.>liaise with team on client queries and suggestions.

    • Training Facilitator
      • Aug 2015 - Aug 2017
      • Cape Town Area, South Africa

      >responsible for designing and implementing career development related programs.>facilitating training in customer service and project management short developmental courses.>preparing materials and training rooms for session activities.>liaise with the training administrator in compiling evaluation feedback reports.

  • Tudor Hotel
    • Cape Town Area, South Africa
    • Receptionist
      • Mar 2013 - Aug 2017
      • Cape Town Area, South Africa

      > administering all routes of reservations.>handling guests requests and complaints.>responsible for accounts and guest billing processes.>administering the general petty cash system and float.

  • Cape Peninsula University of Technology
    • Cape Town Area, South Africa
    • Tutor
      • Jan 2013 - Dec 2016
      • Cape Town Area, South Africa

      >assisting 1st and 3rd year students with financial accounting and financial management subjects.>facilitating students' comprehension and application of newly learnt materials expressly.

  • Ritz Hotel
    • Cape Town Area, South Africa
    • Waiter and Barman
      • Feb 2008 - Mar 2015
      • Cape Town Area, South Africa

Education

  • 2022 - 2022
    Experian business skills Institute
    NCR Debt Counselling exam, Banking and Financial Support Services
  • 2016 - 2021
    Cape Peninsula University of Technology
    Master of Business Administration (M.B.A.), Project Management
  • 2018 - 2018
    Global Language Training
    TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
  • 2017 - 2017
    Moonstone Business School of Excellence
    (RE5) Regulatory examination for representatives, Insurance
  • 2014 - 2014
    Cape Peninsula University of Technology
    Bachelor's degree, Project Management
  • 2011 - 2013
    Cape Peninsula University of Technology
    National Diploma, Management
  • 2001 - 2002
    Plumtree High School
    High School, Advanced level

Suggested Services

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Industry Focus. “Financial Services”

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