My Duties & Responsibilities • Provide financial planning support to clients • Support investment professionals to cultivate client relationships • Prepare financial plans and check their accuracy • Respond to prospective customer queries about financial planning • Assist in the development plans for the company • Offer subject matter expertise to fellow Financial Advisors • Maintain awareness of latest legislative changes that may affect financial planning
Auto Pedigree Midrand
-
Sales Representative 2IcAuto Pedigree Midrand Aug 2019 - PresentMidrand, Gauteng, South AfricaMy Duties - •Understand cars by studying their features and capabilities, as well as comparing and contrasting competitive models•Develop buyers by keeping good rapport with previous and new customers; also by suggesting trade-ins; respond to inquiries; recommend sales campaigns and promotions•Qualify buyers by understanding their interests and requirements; matching requirements and interests to various models, etc.•Close sales by overcoming objection(s); complete sales or purchase contracts; explain provisions; offer services, warranties and financing; collect payment and deliver automobile•Update own job knowledge by participating in educational opportunities, attending seminars and reading professional publications•Explore new opportunities in order to add value to job accomplishments•Figure out customer’s needs by listening and asking questions•Perform walk-around with new and old customer and demonstrate features of suitable vehicles•Effectively close sales•Ensure that customers understand the vehicle’s operating features, paperwork and warranty•Establish and maintain follow-up system, which encourages repeat business cum referrals•Report to the sales manager regarding reviews, analyses , objectives, and planned activities•Participates in sales meetings and training provided by the dealership and manufacturers•Review sales statistics and plan more effectively to improve sales
-
Experienced Financial AdvisorSanlam Sky Bahumisi Jan 2018 - PresentMidrand, Gauteng, South AfricaMy Duties -Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences"•"Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to clientDecide how to build your practice by choosing your clients and the markets you want to pursueSolicit clients actively via telephone, mail, referralsMaintain proper documentation following preset guidelines established by compliance and managementConduct assessments to determine client current income, expenditure, insurance coverage, and financial Gather and analyze financial records Proffer solutions to client financial issues or challengesPresent investment reports and summary of financial documents .
-
Personal Financial AdvisorOldmutual Rmm & Pfa Aug 2014 - Mar 2017Bedfortview & PtaMy Duties -Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences"•"Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client"•"Decide how to build your practice by choosing your clients and the markets you want to pursue"•"Solicit clients actively via telephone, mail, referrals, etc."•"Maintain proper documentation following preset guidelines established by compliance and management"•"Comply with all industry rules and regulations◾Recommend to clients environmentally friendly investment necessary to achieve financial goals◾Organize seminars and workshops to educate clients on financial topics such as retirement plans◾Develop debt repayment plan to include payoff priorities and deadline◾Act as agents to disburse funds to creditors from client accounts◾Conduct assessments to determine client current income, expenditure, insurance coverage, and financial objectives◾Carry out market research to identify trends useful in proffering recommendations to clients◾Recommend and conduct sales of financial products such as bonds, stocks, and mutual funds◾Review client accounts to determine the need for changes in financial strategy◾Evaluate the assets, liabilities, and revenue stream of an organization to determine their net worth◾Contact client creditors to arrange a repayment plan agreeable to both parties◾Gather and analyze financial records such as insurance, pension, and bank account information◾Evaluate student information to determine if they are eligible for a financial aid program◾Proffer solutions to client financial issues or challenges◾Present investment reports and summary of financial documents to clients◾Help client make financial adjustments to economic, life, and environmental changes.
-
Money Market ClerkShoprite Checkers Jan 2012 - Jul 2014Cosmo CityMy Duties - Bookings ( flight, bus and live events tickets), Accounts payment( telephone bills, multi-choice accounts, and water and electricity).bills*Cash flows ,Client Enquiries , Accounting Methods coaching , Money Market Clerks Training and Management ,Cash office pick-ups and Cash-ups .
Thabang Tladi Education Details
-
Seriti SolutionsNca -
Inseta120 Credits -
Representative All Categories -
Jiyana Secondary SchoolDiploma Endorsement
Frequently Asked Questions about Thabang Tladi
What company does Thabang Tladi work for?
Thabang Tladi works for Auto Pedigree Midrand
What is Thabang Tladi's role at the current company?
Thabang Tladi's current role is Sales Rep 2ic.
What schools did Thabang Tladi attend?
Thabang Tladi attended Seriti Solutions, Inseta, Moonstone Business School Of Excellence, Jiyana Secondary School.
Not the Thabang Tladi you were looking for?
-
Thabang Tladi
Cape Town -
Thabang Tladi
Senior It Support Specialist Hardware & Software Installations | Helpdesk Support & Troubleshooting| It & Systems AdministrationMidrand -
Thabang Tladi
City Of Johannesburg1consnet.co.za -
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial