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Tsundzukani Baloyi

@tsundzukanibaloyi

Detail-oriented financial consultant with expertise in financial planning.

South Africa
Message

What I'm looking for

I seek a challenging role that fosters growth and utilizes my financial expertise.

I am a highly motivated and detail-oriented financial consultant with over a year of experience in accounting and financial planning. My journey began with a National Diploma in Accountancy and an Advanced Diploma in Financial Management from the University of Johannesburg, where I developed a strong foundation in financial principles. I have honed my skills in financial advisory, estate planning, and budgeting, consistently delivering creative solutions to complex problems.

In my current role at Old Mutual Finance, I focus on achieving sales targets while ensuring compliance with policies and procedures. My previous experience as a Financial Advisor at Momentum Financial Planning allowed me to build strong client relationships through effective communication and personalized financial plans. I pride myself on my ability to conduct thorough financial analyses and deliver insightful presentations that educate clients on various financial instruments.

Beyond my professional achievements, I am passionate about community engagement and education development. I have volunteered to tutor high school learners and assist university students, contributing positively to my community. My goal is to become a Certified Financial Planner (CFP) and excel as a Financial Accounting Specialist, continuously striving for excellence in all my endeavors.

Experience

Work history, roles, and key accomplishments

OF
Current

Financial Consultant

Old Mutual Finance

Jul 2024 - Present (1 year 2 months)

As a Financial Consultant, I focus on achieving lending, servicing, transactional banking, and insurance sales targets. I specialize in marketing while ensuring compliance with policies and procedures, servicing existing policies, and ensuring customer satisfaction through prompt handling of complaints and queries.

MP

Financial Advisor

Momentum Financial Planning

Mar 2022 - Mar 2024 (2 years)

In my role as a Financial Advisor, I developed and maintained strong client relationships through effective communication and problem solving. I conducted financial analysis and budgeting to provide sound advice and create personalized financial plans, staying updated on market trends.

Education

Degrees, certifications, and relevant coursework

University of Johannesburg logoUJ

University of Johannesburg

Advanced Diploma, Financial Management

2019 - 2021

Completed an Advanced Diploma in Financial Management, enhancing skills in financial analysis, budgeting, and strategic financial planning.

University of Johannesburg logoUJ

University of Johannesburg

National Diploma, Accountancy

2017 - 2019

Completed a National Diploma in Accountancy, focusing on financial principles, accounting practices, and financial reporting.

Tech stack

Software and tools used professionally

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Tsundzukani Baloyi - Financial Consultant - Old Mutual Finance | Himalayas