Deepa Parag Email & Phone Number
Who is Deepa Parag? Overview
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Deepa Parag is listed as Sales Manager at Old Mutual South Africa, a with 8253 employees, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Deepa Parag.
Deepa Parag previously worked as Financial Advisor at Old Mutual South Africa and Member Consultant at Pps. Deepa Parag holds Certificate In Wealth Management, Insurance from Damelin.
Email format at Old Mutual South Africa
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About Deepa Parag
Deepa Parag is a Sales Manager at Old Mutual South Africa. She possess expertise in portfolio management, insurance, finance, risk management, strategic financial planning and 17 more skills.
Listed skills include Portfolio Management, Insurance, Finance, Risk Management, and 18 others.
Deepa Parag's current company
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Deepa Parag work experience
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Financial Advisor
Member Consultant
Financial Advisor
Advising clients on their financial needs. Liaising with various insurance companies. Required to follow ABSA's policies and procedures Fit and Proper 150 CreditsFAIS Compliant Preparing quotations and portfolio schedules for clients. Recommending clients with various options for savings. Full Financial needs analysis done for clients. Processing applications and follow ups of progress on applications. Updating clients on a regular basis on progress on their policiesUse of Proplanner, Lifeplan programmes. Preparing quotations for clients. Influential and strong negotiating skills acquired. (Completed RFP 1) Attended a 1 month Broker Academy with ABSA, have gained tremendous knowledge and skills to pursue my career as a financial advisor.
Financial Advisor
Senoir Business Developer
Capturing and processing new business and claims. In house consultant, have a set of own broker panel, Market FMI products telephonically and sometimes face-to-face with brokers at FMI's offices. Appointed to train and supervise new assistants. Basic interviews done, given the opportunity to interview new assistants. Filing, faxing and doing follow ups with head office, brokers and clients. Liaising with brokers with regards to Products and services that FMI offers. Awarded assistant of the month. Acquired sound administrative skills and sales skills.
Admin Assistant
Co-ordination of meetings Compiling of presentations (PowerPoint) Liaising with various life companies, sound product knowledge of life companies. Arranging medicals for clients Regularly updating clients with regards to policy performances. Internal Administration Preparing portfolio schedules Assisting clients with portfolio queries and extensive client services. Co-ordinating 2 consultants’ diaries and portfolios of their clientStrong Administrative skills
Colleagues at Old Mutual South Africa
Other employees you can reach at oldmutual.co.za. View company contacts for 8253 employees →
Tebogo Tresia Phukubje
Colleague at Old Mutual South AfricaPretoria, Gauteng, South Africa
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LT
Lwazi Thomo
Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa
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TL
Thato Leshabane
Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa
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OS
Odette Strydom
Colleague at Old Mutual South AfricaCity Of Johannesburg, Gauteng, South Africa
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LM
Lucia Mahlangu
Colleague at Old Mutual South AfricaEmalahleni, Mpumalanga, South Africa
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SI
Sonday Insaaf
Colleague at Old Mutual South AfricaCity Of Cape Town, Western Cape, South Africa
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SB
Steve Bouwer
Colleague at Old Mutual South AfricaDurban, Kwazulu-Natal, South Africa
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JP
Jose Pretorius
Colleague at Old Mutual South AfricaJohannesburg, Gauteng, South Africa
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LL
Liza Lubbe
Colleague at Old Mutual South AfricaCape Town, Western Cape, South Africa
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GT
Goodwill T Ramosoeu
Colleague at Old Mutual South AfricaCity Of Cape Town, Western Cape, South Africa
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Deepa Parag education
Certificate In Wealth Management, Insurance
Bcom Hr, Human Resource Management
Frequently asked questions about Deepa Parag
Quick answers generated from the profile data available on this page.
What company does Deepa Parag work for?
Deepa Parag works for Old Mutual South Africa.
What is Deepa Parag's role at Old Mutual South Africa?
Deepa Parag is listed as Sales Manager at Old Mutual South Africa.
Where is Deepa Parag based?
Deepa Parag is based in City of Cape Town, Western Cape, South Africa while working with Old Mutual South Africa.
What companies has Deepa Parag worked for?
Deepa Parag has worked for Old Mutual South Africa, Pps, Absa Brokers, Liberty Group South Africa, and Fmi.
Who are Deepa Parag's colleagues at Old Mutual South Africa?
Deepa Parag's colleagues at Old Mutual South Africa include Tebogo Tresia Phukubje, Lwazi Thomo, Thato Leshabane, Odette Strydom, and Lucia Mahlangu.
How can I contact Deepa Parag?
You can use AeroLeads to view verified contact signals for Deepa Parag at Old Mutual South Africa, including work email, phone, and LinkedIn data when available.
What schools did Deepa Parag attend?
Deepa Parag holds Certificate In Wealth Management, Insurance from Damelin.
What skills is Deepa Parag known for?
Deepa Parag is listed with skills including Portfolio Management, Insurance, Finance, Risk Management, Strategic Financial Planning, Retirement Planning, New Business Development, and Investments.
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