AttoohFinancial advisor / planner and Practice Manager
Jun. 2016 - May. 2022South Africa, Cape TownContacted clients to discuss their financial goals and provided tailored
financial services
Designed comprehensive debt liquidation plans outlining the timeframe
and priorities for repayment
Interacted with clients to assess their financial objectives, income, and
expenditures to formulate suitable financial strategies
Proffered expert recommendations on cash management, investment
options, and insurance coverage
Conducted thorough market research to gather insights essential for
delivering effective financial services
Resolved client complaints and facilitated the resolution of financial issues
Evaluated clients’ financial performance to determine necessary
adjustments in their plans
Presented enticing sales offers for financial products such as stocks,
bonds, mutual funds, and insurance policies