Sindiswa N.
Junior Finance Consultant
Open to offersNew to PlatformAbout
Sindiswa N. is a versatile finance professional with a Bachelor's in Economics and Risk Management from North West University and a Postgraduate Diploma in Risk Management from the University of South Africa. Her career spans various roles within the financial services industry, including a position at PSG Wealth as a Client Services Consultant, where she mastered SLA management and communication with financial advisors. At Sanlam, Sindiswa excelled as a Financial Advisor, providing clients with expert advice on investments and financial planning. Her proficiency in tools like Microsoft Word, Excel, and CRM systems is evident from her experiences, such as her role as an Outbound Client Consultant at Rewards Co, where she drove successful upselling and cross-selling of financial products. Leveraging her skills in data analysis and client communications, Sindiswa navigates complex financial landscapes, delivering thorough client support and ensuring legislative compliance. She continues to seek opportunities that align with her formal training and extensive experience in finance and risk management.
Experience
Sales Agent
Outworx · 2025 — 2025Handled administrative support, logging issues related to purchases and initiating tickets on the CRM system for damaged or missing items. Ensured prompt client communication regarding order statuses and addressing queries via email and chat. Assisted clients with returns, refunds, exchanges, and implementing store credit.Multi Skilled Professional Consultant
Old Mutual Corporate · 2024 — 2024Managed outbound calls in a digital call center environment to assist clients with withdrawals from their investment portfolios. Ensured client compliance with regulations governing investment holdings. Provided assistance with application processes and modifications for a two-pot withdrawal system.Outbound Client Consultant
Rewards Co · 2023 — PresentSpecialized in upselling funeral products to clients, providing detailed financial advice on available benefits. Generated quotations for clients and assessed affordability regarding products. Engaged in cross-selling additional financial products while capturing customer information on CRM systems.Financial Advisor
Sanlam · 2018 — 2018Provided clients with specialized advice on managing their finances, including investments and insurance. Recommended suitable products based on market research and client needs. Liaised with clients regarding financial objectives and risk tolerance, adjusting strategies as necessary. Reviewed and managed client accounts, adapting plans to reflect life changes or economic shifts.Client Services Consultant
PSG Wealth · 2015 — 2016Administered instructions from financial advisors accurately to meet service level agreements. Maintained client expectations by updating advisors on investment cases. Communicated with financial advisors regarding outstanding documentation and responded to their inquiries about client investments. Coordinated with various investment companies to track and manage transfers. Provided detailed reports and updates to advisor assistants, ensuring their queries were addressed.Junior Lisp Administrator
PSG Wealth · 2015 — 2016Captured instructions into the Financial System TAU, ensuring accurate data entry on application forms. Prioritized timely entry of financial transactions to meet service level deadlines. Created investment policies and managed client debit orders and switches. Maintained accurate captures to mitigate financial risk for the company, and prepared client investment contracts for distribution.Receptionist
Liberty Corporate Investments · 2015 — 2015Greeted clients upon arrival and connected them with the relevant personnel. Managed phone calls efficiently, directing them to the appropriate offices. Created and organized both digital and physical filing systems. Arranged travel and scheduled meetings according to partners' itineraries. Liaised with clients through various communication modes, addressed inquiries, and handled complaints. Processed guest check-ins and check-outs, prepared bills, and managed payments.
Skills & Expertise
Education
- Bachelor Economics and Risk ManagementNorth West university · — — 2013
- Postgraduate Diploma in Risk managementUniversity of South Africa
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