Tsundzukani Baloyi
@tsundzukanibaloyi
Detail-oriented financial consultant with expertise in financial planning.
What I'm looking for
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
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.
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.
Volunteer Tutor
Local High School
Mar 2020 - Jan 2021 (10 months)
During the 2020 Covid-19 lockdown, I volunteered to tutor grade 12 learners and assist university students, contributing to community education development and supporting local students in their studies.
Student Library Assistant
University of Johannesburg
Mar 2019 - Nov 2019 (8 months)
As a Student Library Assistant, I assisted students with information on using the online library and locating books. I helped students use library databases and resolve queries, ensuring a smooth experience for library users.
Education
Degrees, certifications, and relevant coursework
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
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
Availability
Location
Authorized to work in
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