Lesego - Financial Advisor at AVBOB with expertise in client relationship management

Johannesburg, Gauteng, South Africaen

Built strong client relationships, enhancing trust and loyalty at AVBOB

Assessed client financial needs to provide tailored solutions, improving customer satisfaction

Published on CazVid

Summary

Dedicated professional with experience in financial advising, cost consulting, and field marketing. Skilled in client needs analysis, communication, and workload management, committed to delivering tailored solutions and building lasting client trust.

Key Achievements

Managed workload efficiently while maintaining attention to detail across multiple roles

Skills

Communication SkillsAdvanced

Effective communicator skilled in client engagement and team collaboration.

Problem SolvingIntermediate

Able to identify issues and develop practical solutions in dynamic environments.

Time ManagementAdvanced

Efficient in prioritizing tasks to meet deadlines and manage workload.

Client Needs AnalysisIntermediate

Competent in assessing client requirements to deliver suitable financial advice.

Attention to DetailAdvanced

Experience

Financial Advisor

AVBOB

Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.. Consulted with clients to assess and meet short- and long-term financial goals.. Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.. Advised and implemented appropriate insurance cover for clients.. Assisted clients in setting realistic financial goals, developing actionable plans to achieve them.. Developed and deepened relationships with new and existing clients.. Consulted with clients using preferred channels, maintaining customer satisfaction.. Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.