Gloria Gumede
@gloriagumede
Customer-focused financial advisor and administrative professional with strong interpersonal skills.
What I'm looking for
I am a customer-focused financial advisor and administrative professional with hands-on experience in client service, sales, and front-desk operations. I combine strong communication skills with attention to detail to deliver high-quality service and support.
In my current role as a Financial Advisor at Metropolitan (MM Holdings) I assess clients' financial situations, create personalized plans, and advise on retirement, tax, and estate planning while maintaining strong client relationships.
Previously I worked in automotive administration at McCarthy Inyanga Motors and as a receptionist at Shepstone and Wylie Attorneys, gaining experience in switchboard operation, licensing tasks, filing, scheduling, and general office management.
I hold an N6 in Business Management from Umfolozi TVET College and a National Senior Certificate. I’m motivated to join a growth-oriented organization where I can apply my skills, continue learning, and contribute to team success.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Metropolitan MM Holdings
Jan 2024 - Present (1 year 8 months)
Assessed clients' financial situations and created personalized financial plans, advising on retirement, tax, and estate planning while building and maintaining client relationships.
Switchboard Operator
McCarthy Inyanga Motors
Jan 2021 - Dec 2023 (2 years 11 months)
Operated switchboard and phone systems, managed high-volume call queues, maintained directories, issued trade plates and processed licensing and logbook requests.
Receptionist
Shepstone and Wylie Attorneys
Jan 2020 - Dec 2021 (1 year 11 months)
Managed front desk operations, greeted clients, handled calls and queries, scheduled appointments, managed petty cash and filing with Metro Files to ensure organized office support.
Call Centre Agent
Worker's Life Direct
Jan 2017 - Dec 2019 (2 years 11 months)
Handled inbound and outbound customer inquiries, met sales and service targets, processed orders and complaints, and maintained accurate customer records.
Education
Degrees, certifications, and relevant coursework
Umfolozi TVET College (Isithebe Campus)
N6 Certificate, Business Management
2015 - 2016
Completed Business Management N6 coursework at Umfolozi TVET College.
King Zwelithini High School
National Senior Certificate, General/High School
Completed the National Senior Certificate (Grade 12).
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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