Musiiwa Portia Munyai

I have 12+ years of experience in Sales, Service and Admin, I've consistently met and exceeded my employers' expectations throughout my career. I like to solve problems. Throughout my career, I have been driven by my intellectual curiosity to find answers to the most pressing questions. I have since taken everything I’ve learned and started my own business in the food industry, baking and selling cookies.

Insurance sales enablement support | Standard bank (contract) | Jan 2024 – March 2024

• Assessing claims and Customer Retention department 
• Skillfully guide customers to embrace upsell proposals that align with their interests on their existing insurance products.
• Working in different campaigns with the aim of showcasing business operations 
• Selling long term and short-term insurance and achieving sales targets 

ncc call agent retentions (hybrid) | Nedbank | Nov 2021 – June 2023

• Achieved and exceeded monthly sales targets by 20% through effective prospecting and closing techniques. 
• Advise clients on potential investment opportunities.
• Introduce technological systems to increase efficiency.
• Worked with development teams to create new features for the online banking system.
• Called prospective clients to generate new business.
• Building a strong sales and service to our clients
• Managed a portfolio of clients and consistently met or exceeded quarterly sales targets.
•  Provided exceptional customer service to clients, resulting in a 95% customer satisfaction rate.
  
   

client advisor | Nedbank | Jan 2018 – oct 2021

• Worked with Private clients who needed help with online accounts.
• Assisted with account analysis and investment strategy creation.
• Provided feedback to the development team on what new features to create.
• Manage hundreds of accounts
• Developed financial strategies to help clients reach their economic goals.
• Analyzed accounts to streamline finances and reduce debt.
• Conducted thorough research into financial profiles.
• Identified new business opportunities and developed strategic plans to expand market reach.
• Conducted market research and analysis to identify trends and opportunities for growth.

teller and enquiries consultant | Nedbank | Nov 2015 – dec 2017

• Executed withdrawal and deposit requests swiftly.
• Secured funds and accurately transferred money between clients accounts.
• Met with customers and provided support for financial needs.
• Monitored client accounts to detect unwanted or suspicious activity.
• Worked with clients who needed help with online accounts.

personal loans consultant | Nedbank | March 2011 – Nov 2015

• Meet with clients who want to learn more about their finances.
• Analyse market trends to create financial strategies.
• Review corporate spending of business clients to increase efficiency.
• Authorize loans and new lines of credit.

1. first level regulatory examination for representative's re-5 | September 2017 | moonstone business college 
2.  further education and training certificate in banking NQF level 4, Fais 120 credits | April 2014 | chartall business college
3. national diploma in financial management NQF level 6 | October 2012 | department of higher education and training