A dedicated finance professional with over 8 years of experience in banking, insurance, and sales. Skilled in client service, product promotion, team leadership, and operational management, with a strong focus on compliance and customer satisfaction.
Provided high-quality client service across banking and insurance, ensuring customer satisfaction.
Promoted and sold banking and insurance products, crossing sales and upselling to meet targets.
Performed credit checks, needs analysis, and processed loan and insurance claims accurately.
Managed and motivated teams, conducted branch audits, and guided staff development.
CAPITEC BANK
Granting personal loans to clients., Gather and process clients’ information., Perform credit check evaluation., Co-ordinate the branch filing system and maintenance., Market, sell and provide Capitec Bank products and Services., Drive excellent client service.
REAL PEOPLE
Granting loans to qualifying clients., Tele-marketing Real People products and services., Processing cellular contract applications., Assisting in funeral policy claims., Ensuring high quality client service.
LIBERTY
Selling and promoting Liberty products., Performing financial needs analysis for the clients., Assisting with the policy claims.
HOLLARD/ SB GROUP
Promoting and selling Hollard products and services., Servicing all walk-in clients and ensuring client satisfaction., Capturing all clients information to the system., Processing funeral policy claims., Retaining existing clients by identifying cross-selling and up-selling opportunities.
Matric/Standard 10
Internal Auditing
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Handled branch administrative tasks, reporting, and ensured compliance with regulations.
HOLLARD/ SB GROUP
Driving sales and ensuring Branch targets are met., Motivating and coaching the team., Compiling branch reports., Performing branch audits to ensure compliance., Controlling expenses and doing branch administration., Recruiting new employees.