Open to opportunities

phathokuhle ndlovu

@phathokuhlendlovu

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Dynamic professional with expertise in financial services and market research.

South Africa

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What I'm looking for

I am looking for a role that fosters growth, values client relationships, and encourages innovative problem-solving.

I am a dynamic and client-focused professional with a strong foundation in financial services, customer engagement, and market research. My experience spans across South Africa and Zimbabwe, where I have developed a proactive approach to solving problems, building client trust, and delivering measurable business results. I thrive in fast-paced, target-driven environments and adapt quickly to changing business needs.

During my tenure as a Research Intern at Kane Solutions, I delivered key insights by analyzing market data and public sentiment trends, creating actionable reports for strategic business decisions. My role as an Investment Adviser at Sanlam allowed me to consistently exceed monthly sales targets while conducting in-depth Financial Needs Analyses and building strong client portfolios through trust and service excellence. I am passionate about leveraging my skills in financial advisory and client relationship management to drive success.

Experience

Work history, roles, and key accomplishments

Research Intern

Kane Solutions

Jan 2022 - Present (3 years 6 months)

Analyzed market data and public sentiment trends to deliver key insights, creating actionable reports for strategic business decisions. Collaborated on the development and execution of new research methodologies, while also assisting in managing surveys and community-focused engagement campaigns.

Market Research Data Analysis Public Sentiment Analysis Research Methodologies Survey Management Community Engagement

Investment Adviser

Sanlam

Jul 2017 - Present (8 years)

Consistently exceeded monthly sales targets and generated quality leads, conducting in-depth Financial Needs Analyses and submitting high-quality applications. Built strong client portfolios through trust and service excellence, ensuring full compliance with FAIS and Sanlam Sky standards.

Sales Strategy Lead Generation Client Relationship Management Product Presentations Regulatory Compliance Financial Advisory

Commercial Sales Representative

Angel Lifestyle

Jun 2016 - Present (9 years 1 month)

Drove revenue growth through engaging product marketing strategies and provided top-tier service to walk-in customers, managing in-store logistics. Strengthened customer retention through attentive follow-ups and support, demonstrating agility in a fast-paced sales environment.

Product Marketing Sales Customer Service Logistics Management Customer Retention Sales Strategy Revenue Growth Support

Education

Degrees, certifications, and relevant coursework

University of South Africa

Bachelor of Commerce (BCom), Financial Management

Studied Financial Management, gaining a strong foundation in financial services and market analysis. Developed skills in financial advisory, client relationship management, and strategic business decision-making.