Samsoodeen Waheeda

Client Services Specialist

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City of Tshwane, Gauteng, South Africa

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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