Samsoodeen Waheeda

Samsoodeen Waheeda

Client Services Specialist

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  • Timeline

  • About me

    Manager: Client Services - Liberty Corporate

  • Education

    • Masifunde

      2018 - 2018
      Customer Experience Management Business Administration and Management, General NQF5
    • Financial Planning Institute

      2016 - 2016
      Certificate Regulatory Examinations 5 - Representatives RE5

      Regulatory Examinations 5 - Representatives completed in August 2016.

    • Liverpool Secondary School

      1992 - 1996
      Matric
    • University of Johannesburg

      2021 - 2022
      Advanced Diploma in Financial Markets Finance and Financial Management Services NQF7
    • Wits Business School

      2020 - 2020
      Principles of Learning and Development Management
    • University of the Free State

      2024 -
      Postgraduate Diploma in Financial Planning Certified Financial Planning NQF 8

      Current Studies

    • Graduate School of Business - University of Cape Town

      2022 - 2022
      High Impact Sales Financial Planning and Services NQF5
    • University of South Africa/Universiteit van Suid-Afrika

      2014 - 2015
      Programme in Retirement Fund Management Insurance NQF 5

      Activities and Societies: 60 FAIS credits

    • University of South Africa/Universiteit van Suid-Afrika

      2013 - 2014
      Introductory Programme in Retirement Fund Management Insurance NQF5

      60 FAIS credits

    • University of Stellenbosch Business School

      2020 - 2020
      Marketing Management: Principles and Practices Sales, Distribution, and Marketing Operations, General
    • Graduate School of Business - University of Cape Town

      2021 - 2021
      Developing Women Leaders Management
  • Experience

    • Liberty Corporate

      May 2007 - now
      Client Services Specialist

      Benefit EnhancementsBusiness retentionRelationship buildingServicing a portfolio of independent brokersEmployer training Member presentations

    • Liberty Group South Africa

      Jun 2023 - now
      Client Services Manager
  • Licenses & Certifications

    • Regulatory Examination: Representatives