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Chatric — Mid-Level Financial Consultant from South Africa

Chatric

Mid-Level Financial Consultant

South Africa Less than 1 year
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About

Chatric C. is a seasoned professional with a comprehensive background in the financial and insurance sectors. He has accumulated experience working with renowned institutions including Nedbank Ltd and Standard Bank. At Nedbank, he held roles such as HR Admin where he was responsible for screening CVs, capturing fingerprints, and managing leave administration. He later advanced to a Call Center Agent position, specializing in personal loans and customer service. As a Broker Consultant at Mmela Financial Services, Chatric excelled in closing and negotiating deals, and analyzing market trends. His most recent role as a Sales Representative at Affinity Health involved providing quotations, assessing insurance needs, and financial planning. With a diploma in Human Resource Management from the University of Johannesburg and additional certifications from Milpark and Moonstone Business Schools, he brings a strong educational background to his client-focused career.

Experience

  • Sales Representative

    Affinity Health · 2023 — 2024
    Closed deals and provided clients with quotations and coverage amounts, assessed insurance needs and budgets, consulted with clients, and sold life and funeral covers while conducting financial planning.
  • Call Center Agent (personal loan consultant)

    Nedbank Ltd · 2016 — 2021
    Engaged with clients to sell personal loans, verified information, assessed financial needs, managed complaints, and maintained results.
  • Hr admin (learnership)

    Nedbank Ltd · 2015 — 2016
    Performed CV screening and capturing, managed telephonic screening, assisted with assessments, handled leave administration, and processed payroll documents.
  • Broker Consultant

    Mmela financial services
    Executed deal closures, negotiated with clients, fostered client relationships, analyzed data and market trends, processed sales, and networked for new client opportunities.
  • Universal Banker

    Standard Bank (Smollan agent)
    Advised customers on banking services, managed accounts, resolved banking issues, addressed queries and complaints, presented banking products, and referred clients to in-house experts.
  • Financial advisor

    Metropolitan
    Identified new business opportunities, generated leads and converted them to sales, contacted clients through various means, closed deals, ensured completion of sales, and built relationships with clients.

Skills & Expertise

Education

  • Diploma in Human Resource Management
    University Of Johannesburg

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