Patricia Mokgosinyane

City of Johannesburg, Gauteng, South Africa

332 followers

Timeline
About me
Call Centre Agent
Education
- Milpark school of financial planning & insurance
  2014 - 2016
  Certificate in financial planning financial planning and services nqf level 5
- Financial planning institute of south africa
  2014 - 2014
  Regulatory examination certificate financial planning and services first level regulatory examination : representatives
Experience
- Standard bank south africa
  Aug 1996 - Dec 1998
  Atm processor
  Providing cash transactions,counting and packaging currency and coins.Balancing monthly reports.Processing ATM deposits.
- First national bank gh
  Jan 1999 - Jun 2002
  Teller/service consultant
  Providing cash transactions,counting and packaging currency and coins.Balancing monthly reports.Resolving customer's queries.
- Sanlam
  Jul 2002 - Oct 2012
  Broker consultant admin support
  Normal office duties.Personal Assistant to Broker Consultants.Liason between the Company and its Brokers.Recruitement of Financial Advisors.
- Oracle broker services
  Nov 2012 - Apr 2019
  Financial planner
  Risk CoverRetirement PlanningWealth ManagementBusiness AssuranceEmployee BenefitsMedical Aid and Medical InsuranceWills and Estate PlanningBond OriginationDebt RedemptionTax PlanningAccounting ServiceStockbroking Service
- Mondaine consult (pty) ltd.
  May 2019 - Dec 2023
  Call centre agent
  Sales
Licenses & Certifications
- Certificate in financial planning
  Milpark education
  Jan 2014