Wazwothe Shaddai Tshivhidzo
Project Management at ALX
South Africa
Hi, I'm Wazwothe Shaddai Tshivhidzo!
Financial Advisor at Old Mutual
Proactive and results-oriented virtual assistant with proven expertise in lead management, customer service, and remote office support. Known for exceptional communication skills and ability to engage leads promptly and efficiently, resulting in high contact and conversion rates. Adept at working independently, using CRM systems to drive lead engagement, and providing excellent client service.
Socials
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Experience
Old Mutual
Financial Advisor
June 2023 - September 2023
Tasked with providing financial advice to clients while increasing engagement and conversion rates. Developed targeted lead engagement strategies, promptly contacted new leads, and built rapport to assess client needs effectively. Achieved a 70% contact rate, successfully scheduled daily client consultations, and maintained accurate client records to enhance service efficiency. Increased client engagement by 40% through proactive lead follow-up and effective appointment scheduling. Demonstrated ability to manage a client portfolio independently, meeting monthly targets for new consultations and follow-up sessions. Ensured adherence to lead engagement protocols, maintaining confidentiality and accuracy in client interactions.
Certificates & Badges
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Projects
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Languages
English
Skills
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