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Cape Town, Wc, Za

South Africa

• Provide expert advice as an independent and remote working mortgage loan business developer, contributing to the Business growth that holds 30% market share of Mortgage loans in South Africa• Fostered strong relationships with main banks institutions, delivering tailored mortgage consultancy services that that assisted Mortgage Max helping over One Million South Africans with Mortgage Loans• Strategized and executed successful business approaches to meet client needs and enhance satisfaction by access to cross selling.• Pivotal player in driving growth and success within the Firm where Mortgage Max manages an average of 7000 Mortgage Loans applications per month• Enhance client retention and acquisition efforts through detailed service level agreement reviews and strategic advice; achieved a 30% increase in client satisfaction scores and acquired 10 new high-value clients per quarter• Arrange the delivery of comprehensive tax solutions and advisory services to property investors, resulted in 25% increase in Mortgage Max’s retention and long-term relationships• Orchestrate a comprehensive strategy focused on Mortgage finance within the residential property market, fostering collaborative alliances with Estate Agents and Developers that propelled market share growth by 35% and increase revenue by 20%• Conducted thorough analysis from data sources and implemented stringent data quality checks, resulting in a 20% increase in accuracy of client reports and recommendations• Recommended solutions based on data analysis, improving overall efficiency and client satisfaction by 25% within the first quarter

Cape Town Area, South Africa

• Gathered client financial data to perform a detailed full needs analysis, developing innovative strategies that exceeded client financial objectives by 30% and drove a 20% increase in client retention• Implemented a robust client administration system, ensuring accurate data entry and seamless client interactions, resulting in a 30% reduction in errors• Assessed client financial objectives and risk appetite to tailor investment and retirement strategies by recommended diversified portfolio options that achieved an average annual return of 8% over 5 years• Conducted comprehensive Financial advise and Estate planning analysis, leading to tailored strategies that boosted client assets by an average of 15%• Administered confidential information and record-keeping to ensure data integrity; maintained 99.9% accuracy rate in financial transactions and reduced data retrieval time by 25% through efficient documentation processes

City Of Cape Town, Western Cape, South Africa

• Assessed financial data to determine clients' financial viability and eligibility for Pre-Approved Bond issuance, ensuring compliance with bank policies and lending criteria, leading to a 30% rise in approved loans• Established and nurtured partnerships with estate agents and property developers, resulting in a 25% increase in business growth and 15% gain in market share• Orchestrated a streamlined mortgage application process, with motivation and negotiation with Credit Underwriters, driving a 25% boost in loan version rates and a 30%surge in cross- selling opportunities

Advanced Certificate In Financial Planning Nqf6, Financial Planning And Services

Subjects: (120 Credits) • Income Tax • Personal Financial Planning • Corporate Financial Planning • Legal Aspects of Financial Planning •.

National Certificate In Financial Planning Nqf 5, Financial Planning And Services

Subjects: ( 120 Credits ) •Basic Principals of Banking •Basic Principals of Business Financial Planning •Basic Principals of Personal.

Dimploma, Banking And Financial Support Services

Subjects : (40 Credits ) Banking Banking Law

First Regulatory Exam For Financial Planners, Compliance , Fais , Fica , Anti - Money Laundering