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Financial Consultant at Old Mutual Finance
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Competencies
Consistently delivers excellent service, resolving client concerns and building lasting relationships.
Experienced in managing payments, recoveries, and financial transactions with accuracy.
Effective verbal and written communicator, adept at engaging clients and coordinating with teams.
Skilled in calendar management, documentation, and travel arrangements for executive support.
Education
Languages
Summary
Dedicated professional with diverse experience in finance, customer service, and administrative roles. Proven ability to manage payments, resolve client issues, and support executive functions with attention to detail and excellent communication skills.
Key Achievements
- Managed and recovered outstanding payments, improving cash flow stability.
- Provided financial education and exceptional customer service, enhancing client satisfaction.
- Handled a high volume of transactions efficiently, ensuring accuracy and customer trust.
Experience
Financial consultant
Providing exceptional customer service and financial education. Achieving lending, services and transactional banking.. Managing and recovering outstanding payments from individuals that owe money to our company.. Identifying overdue accounts, contacting debtors, negotiating payment plans, and ensuring compliance with policies and regulations.. Building and maintaining strong, positive relationships with clients, ensuring their needs are met and their satisfaction is high. Train new team members. Achieving insurance sales targets through marketing and selling of old mutual and its product.
Cashier
Friendly interaction starter.. Collecting payments in cash or credit.. Issuing receipts, refunds or exchanges.. Managing high volume of transactions.
Sales representative
Answering customer calls, listening to their concerns and solving problems. Excellent telephone manner. Confident communicator. Workload and time management
Executive Assistant to CEO
Calendar management. Communication handling. Travel arrangements. Filing and documentation. Meeting coordination