Financial Advisor
Old Mutual
Total years of experience :19 years, 10 Months
Analysising clients portfolio,
Dealing with home loans
Short term insurance, ie: household and car insurance
Assurance ie: life cover, disability, severe illness
Investing monies for clients in various funds
Analysising those fund perfomamces and managing them.
Entering of invoices
Stock control
Ordering of stock
Attending to customers (walk in and telephonically)
Banking of cash sales
Reconciling of customer orders
Dealing with creditors and debtors re: credit limits
Entering of invoices
Reconciling of statements
Stock control
Printing of debtors statments
Liasing with creditors and dedtors
Designing of promotional pamphlets