Bio
Experience
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South Africa
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Financial Services
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400 - 500 Employee
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Junior Project Manager
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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
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Credit Coach
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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.
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Sanlam
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Cape Town Area, South Africa
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Financial Planner
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Jun 2019 - May 2020
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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
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South Africa
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Financial Services
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700 & Above Employee
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Financial Advisor
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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.
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Sales and support consultant
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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.
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Uhuru Institute of Management Training in Africa
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Cape Town Area, South Africa
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Training Facilitator
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Aug 2015 - Aug 2017
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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.
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Tudor Hotel
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Cape Town Area, South Africa
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Receptionist
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Mar 2013 - Aug 2017
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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.
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Cape Peninsula University of Technology
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Cape Town Area, South Africa
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Tutor
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Jan 2013 - Dec 2016
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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.
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Ritz Hotel
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Cape Town Area, South Africa
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Waiter and Barman
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Feb 2008 - Mar 2015
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Cape Town Area, South Africa
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Education
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2022 - 2022Experian business skills Institute
NCR Debt Counselling exam, Banking and Financial Support Services -
2016 - 2021Cape Peninsula University of Technology
Master of Business Administration (M.B.A.), Project Management -
2018 - 2018Global Language Training
TEFL Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor -
2017 - 2017Moonstone Business School of Excellence
(RE5) Regulatory examination for representatives, Insurance -
2014 - 2014Cape Peninsula University of Technology
Bachelor's degree, Project Management -
2011 - 2013Cape Peninsula University of Technology
National Diploma, Management -
2001 - 2002Plumtree High School
High School, Advanced level
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