Nokwanda Xaba Email and Phone Number

­Responsible for generating profitable leads / prospects and setting-up meetings with prospective clients.­ Gathers client information and identifies financial goals, maintaining an understanding of the client’s individual objectives and obstacles.­ Analyses the client’s personal financial position and identifies relevant financial strategies, advising the client in a clear and confident manner.­ Develops a financial action plan, recommending suitable financial solutions… Show more ­Responsible for generating profitable leads / prospects and setting-up meetings with prospective clients.­ Gathers client information and identifies financial goals, maintaining an understanding of the client’s individual objectives and obstacles.­ Analyses the client’s personal financial position and identifies relevant financial strategies, advising the client in a clear and confident manner.­ Develops a financial action plan, recommending suitable financial solutions and products, and outlining actionable steps towards achievement of financial objectives.­ Implements action plans on behalf of the client and monitors results.­ Ensures that action plans address current challenges through pro-active expense management.­ Upholds optimal post-sale care, regularly reviewing the client’s financial portfolio. Show less

­Made outbound sales calls, achieving daily targets.­ Engaged with prospective clients, following the provided “script” for service delivery.­ Clarified client information and identified individual needs.­ Provided clients with relevant solutions / product alternatives.­ Upsold products as the opportunity arose

­Greeted customers and provided friendly service.­ Opened and closed cash registers daily. Ensured correct balancing of cash drawers.­ Separated charge slips. Made bank deposits on behalf of the store.

­Welcomed customers and resolved queries.­ Assisted customers in locating items and provided advice as required.­ Processed sales; operating barcode scanners, cash registers and pay points.­ Ensured that all pricing and quantities were accurate and provided a receipt to each customer.­ Captured daily sales data and prepared cash for banking.

­Assisted customers | Supported cash-up | Captured data | Prepared cash for banking