Siphokazi Bomela

Identified and onboarded new brokers, educated them on products, and drove sales to meet targets. Maintained relationships with brokers, assisted with client instructions, and provided training and support.

Adhered to client service procedures for maturities, policy contracts, loan applications, and general enquiries. Updated client details, provided accurate advice, and handled complaints and enquiries.

Achieved sales targets, implemented local area marketing activities, and identified gaps in sales performance. Improved processes, customer experience, and managed internal processes to reduce errors and improve data quality.

Provided clients with product and process information on unit trusts and linked products via telephone, email, and walk-in. Managed work items, inbound calls, and built relationships with internal and external stakeholders.

Planned lessons adhering to curriculum objectives, sourced resources, graded work, and facilitated learning. Attended staff meetings and liaised with stakeholders including students, parents, and colleagues.

Serviced client portfolios by building relationships, identifying and fulfilling client needs, and ensuring retention and satisfaction. Handled transactions, queries, and provided information on investment products.

Provided customer service and sales support via telephone, web chat, and email, handling player queries and promoting products. Contributed to continuous improvement of contact centre operations.

Completed the Class of Business covering economic and investment overview, financial services sector overview, investments, and long-term insurance.

Completed the FAIS RE 5 regulatory examination.

Earned a Postgraduate Certificate in Education from the University of South Africa.

Completed the Advanced Programme in Procurement and Supply Chain Management.

Completed the Programme in Procurement and Supply Chain Management.

Earned a Bachelor of Commerce degree from the University of South Africa.

Completed Matric at St Cyprian’s School.