Dynamic Financial Services Representative at Bettermate Financial Services Limited, adept at enhancing client relationships and delivering tailored financial solutions. Proven expertise in financial analysis and conflict resolution, consistently achieving high client satisfaction. Committed to fostering teamwork and driving results through effective communication and meticulous attention to detail.
Overview
4
4
Languages
6
6
years of professional experience
Work History
Financial Services Representative
Bettermate Financial services Limited
Ndola, Zambia
02.2022 - 03.2026
Guided clients in understanding financial products and services to facilitate informed decision-making.
Processed client transactions accurately and efficiently within compliance guidelines.
Educated clients on investment strategies and retirement planning options available.
Partnered with team members to improve customer service and support initiatives, enhancing client satisfaction.
Managed client inquiries and resolved issues in a timely manner.
Conducted market research to stay informed about industry trends and competitors.
Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Engaged in financial discussions with clients to evaluate needs and deliver customized solutions. with clients and prospects to determine needs and provide appropriate solutions.
Assistant Teacher Volunteer
Muna secondary school
Kapiri mposhi, Zambia
01.2020 - 12.2021
Maintained a positive classroom environment through effective behavior management techniques.
Supported students with learning tasks, fostering engagement and understanding.
Provided feedback to students, encouraging their academic growth and confidence.
Organized classroom resources to enhance learning experiences for students.
Communicated with teachers regarding student progress and challenges effectively.
Participated in school events, promoting community involvement and student participation.