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Bakang S. — Mid-Level Financial Advisor from South Africa

Bakang S.

Mid-Level Financial Advisor

South Africa 2-3 years
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Languages
English
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About

Bakang M. S. is a graduate from the Financial Markets Academy at Maharishi Institute with a Regulatory Exam RE5 and a National Certificate in Financial Markets and Instruments. Bakang gained practical experience in the finance sector by participating in the JSE investment challenge as a stockbroker, where they managed portfolio assets and risk through diversification. Currently seeking a role in investment management or FAIS advisory, Bakang brings extensive knowledge and experience in the insurance sector, proven through their role as a Financial Advisor at Telesure Investment Holdings. There, Bakang specialized in long-term and short-term insurance across various subcategories, conducting detailed financial needs analyses and ensuring business continuity. Their early work experience includes managing high-volume fast food service in a school cooperative, demonstrating skills in order dispatch, sales recording, and service improvement. Bakang is a brilliant negotiator and effective communicator, adept at maintaining positive client relationships and providing tailored solutions.

Experience

  • Sales Consultant (Financial Advisor)

    Telesure Investment Holdings · 2021 — 2024
    Conducted detailed financial needs analyses for clients prior to providing financial advice, focusing on risk management and ensuring business continuity. Engaged in various insurance subcategories, including long-term and short-term insurance products.
  • Fast food dispatcher

    Soweto School Tuckshop Cooperation · 2015 — 2015
    Managed the dispatch of fast food orders to learners at Mapatla High School, ensuring accuracy and timeliness during peak service hours. Recorded sales data and contributed suggestions for improving service efficiency.

Skills & Expertise

Education

  • National certificate | Financial markets and Instruments NQF level 6
    Bank - Seta · 2022 — 2023
  • Matric
    Mapetla High School · — — 2015

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