This is my profileContact via CazVidKholiwe
Financial Adviser at Sanlam
Contact
Soweto, Gauteng, South Africa
Available on CazVid
Competencies
Client Relationship ManagementAdvanced
Expert in building trust and maintaining long-term client relationships to ensure satisfaction and retention.
Financial PlanningIntermediate
Skilled in developing personalized financial strategies to meet diverse client needs.
Communication SkillsAdvanced
Effective in conveying complex financial concepts clearly and persuasively.
Sales & NegotiationIntermediate
Proficient in identifying client needs and closing financial product sales efficiently.
Education
Grade 12
Fumana Comprehensive high school
Completed 2009
Languages
English
IsiZulu
Summary
Dedicated financial professional with over 2 years at Sanlam, specializing in personalized financial planning, client relationship management, and sales. Committed to helping clients achieve financial stability and growth.
Key Achievements
- Built and maintained strong client relationships, increasing client retention rates.
- Provided tailored financial advice, resulting in improved client financial health.
- Successfully managed multiple client portfolios with high accuracy and compliance.
Experience
Receptionist
Top Notch Tutorials
2012 - 2012
Receptionist
Mayibuye Trust Commercial Liquidators
2012 - 2013
Confirm offer agent
Bayport financial
2015 - 2015
Sales agent
Bayport financial
2016 - 2020
Financial adviser
Sanlam
2021 - Present
Skills
Client Relationship ManagementFinancial PlanningCommunication SkillsSales & Negotiation
Published on CazVid - Jul 14, 2026