Mthokozisi Harry Mkhabela
Financial Advisor
Secunda
Summary
Dynamic Financial Advisor at Old Mutual Life Assurance, does investment planning and fostering exceptional client relations. Excelled in expanding client bases and managing comprehensive financial plans, demonstrating good problem-solving and relationship management skills. Achieved significant client satisfaction and loyalty through personalized service and expertise.
Overview
9
9
years of professional experience
2
2
Certifications
4
4
Languages
Work History
Financial Advisor
Old Mutual Life Assurance
11.2021 - Current
- Building strong relationships with clients, fostering trust and loyalty in managing their financial needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement , and that their loved ones are not burned financially by death the death of the main provider.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough financial needs assessments during initial consultations.
Financial Consultant
Old Mutual Finance
09.2019 - 10.2021
- Increased client satisfaction by providing loans and bank accounts.
- Educating clients about effective money management practices and credit reports.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Assisting client with withdrawals from their Old mutual Policies and submitting of death claims for clients with Old mutual Policies
Stockroom Supervisor
MR Price Group
11.2017 - 08.2019
- Receiving of stock for the store and reviewing quality of stock received
- Order fulfillment to other stores.
- Record keeping of stock received.
- Supervision of store Associate and running of store in the absentia of manager.
Assets Assist
City Of Mbombela Municipality
03.2016 - 06.2016
- Worked in a team setting, providing support.
- Assisted with day-to-day operations.
- Assist with municipal assets identification,verification and condition scoring of assets
- Record keeping of municipal assets and their location and collection of small items to be written off the asset register
Education
National Diploma Agricluture:Animal Production - Agriculture
Tshwane University of Technology
Staatsartillerie Rd, Pretoria West, Pretoria, 0183 04.2001 -
Skills
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales expertise
Financial advising
Relationship building and management
Certification
RE5
Timeline
Higher Certificate in Financial Planning
06-2025
RE5
10-2024
Financial Advisor
Old Mutual Life Assurance
11.2021 - Current
Financial Consultant
Old Mutual Finance
09.2019 - 10.2021
Stockroom Supervisor
MR Price Group
11.2017 - 08.2019
Assets Assist
City Of Mbombela Municipality
03.2016 - 06.2016
National Diploma Agricluture:Animal Production - Agriculture
Tshwane University of Technology
04.2001 -
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