Lucas Mashiyane's CV provides personal and contact details, as well as a summary of his qualifications and work experience. He has a National Diploma in Accountancy from the University of Johannesburg and is currently studying towards his CFP. His work experience includes positions in financial advising, underwriting, sales, and management. His career objectives are to gain professional knowledge and skills in economics and financial management to help organizations reach their goals while upholding conduct standards.

1. Confidential Information
CURRICULUM VITAE – LUCAS MASHIYANE
PERSONAL DETAILS
Full Name : Lucas Buti Mashiyane
Date of Birth : 11 June 1989
Nationality : South African
ID Number : 890611 5220 089
Languages : Zulu, English,Afrikaans,SeSotho and Setswana
Address : 1282A Masuku Street
Naledi
P. O. Kwa-Xuma
1868
Telephone no : (W) 010 214 3195
(C) 082 682 1660
Email address : lucasmashiyane@gmail.com or lmashiyane@randmutual.co.za
Area of Residence : Soweto Naledi
Race : African
Gender : Male
Marital Status : Single
Driver’s License /Own Car: Yes(Code 10) / Yes
About Me
I am currently at Rand Mutual Assurance working as a underwriting technician,I have been with other companies and
am actively in the marketto develop myselfwithin a larger position.I am a hard working individual with good
communication skills,problem solving skills, very much disciplined,highlyresourceful,and honest and a client centric
person.
My future career goal are to associate myselfwith a dynamic organization that values and can utilize my skills in a
position requiring resourcefulness and diversityin dealing with organizational developmentand customer services.
In the long term I would like to become a professional with vision and use the skills thatI have acquired during my
career in a position which offers stimulation career growth and personal fulfilment.
I am also currentlystudying towards my CFP through Moonstone,for now I will be doing my NQF level 6 but should
be done with the level 6 at the end of 2016.
QUALIFICATIONS
QUALIFICATION INSTITUTION & SUBJECTS DATE STATUS
National Diploma in Accountancy University of Johannesburg 2011 -
2013
Complete
Matric/ Grade 12 Barnato Park High School 2002 -
2006
Complete
CAREER SUMMARY
POSITION COMPANY DATE

2. Confidential Information
CURRICULUM VITAE – LUCAS MASHIYANE
Financial Advisor
Technical Worker
Manager
Underwriting technician
Sales and service Consultant
Old Mutual
ShosholozaMeyl
Big t’s Place
Rand Mutual Assurance
FNB
Feb 2014 To June
2014
Dec 2009 – Jan 2010
Jan 2007 – Oct 2009
May 2015- Currently
Aug 2014 – March
2015
CAREER HISTORY
Company : Old Mutual
Date : Feb 2014 – June 2014
Position : Financial Planner
Financial Advisor
 Call and setup appointments with currentand potential clients.
 Meet clients on a daily basis
 Review current clients’ portfolios and offer financial advice by guiding and recommending other products that
can better the clients portfolio
 Offer financial advice to potential clients,propose,guide and recommend financial products and then help
them compile portfolios
 Do after sales servicing with myclients
 Identify potential sales leads
Company : Shosholoza Meyl
Position : Technical Worker
Technical Worker Dec 2009 – Jan 2010
 Prepare the train for trips by checking whether the generators and electricityare working properly and water
is running
 Check whether all the cables are connected properly
 Service generators when they are due for a service
 Help the electricians,electrical fitters,diesel engine engineers when necessary
Company : Big t’s place
Position : Manager
Manager Jan 2007 – Oct 2010
 Call suppliers to order stock, maintain the relationship between the companyand the suppliers
 Manage stock and make sure that enough stock is always available
 Manage staff on a daily and make sure that all their duties are done
 Manage the books
 Oversee the daily running ofthe business
 Query resolution on all new/existing clients
 Collation and submission ofall monthlysale reports
Company :First National Bank
Position :Sales and Service Consultant
 Achievement of net profit growth for business

3. Confidential Information
CURRICULUM VITAE – LUCAS MASHIYANE
 Deliver exceptional service that exceeds customers' expectations through proactive, innovative
and appropriate solutions
 Manage the growth of active customer Account Base to increase client base
 Maximise cross sell opportunities and strengthen client relationships 
 Track, control and influence sales activities with the specific aim to achieve previously
determined sales targets.
 Provision of an efficient administration service through careful and timeous planning, reporting
and updating of all related information
 Comply with governance in terms of legislative and audit requirements
 Enter all Qualified leads into the sales pipeline and maintain on a daily basis
 Track, control and influence sales activities with the specific aim to increase sales efficiencies 
 Provide accurate and reliable sales statistics.
 Manage own development to increase own competencies
 Achievement of net profit growth for business
 Deliver exceptional service that exceeds customers' expectations through proactive, innovative
and appropriate solutions
 Manage the growth of active customer Account Base to increase client base
 Maximise cross sell opportunities and strengthen client relationships 
 Track, control and influence sales activities with the specific aim to achieve previously
determined sales targets.
 Provision of an efficient administration service through careful and timeous planning, reporting
and updating of all related information
 Comply with governance in terms of legislative and audit requirements
 Enter all Qualified leads into the sales pipeline and maintain on a daily basis
 Track, control and influence sales activities with the specific aim to increase sales efficiencies 
 Provide accurate and reliable sales statistics.
 Manage own development to increase own competencies
COMPANY : Rand Mutual Assurance
POSITION : Underwritting Technician
 Register new clients onto the system
 Underwrite in accordance with standards, policies and procedures
 Create and maintain the relationship between Rand Mutual and the client
 Validate the accuracy of the client’s details by acquiring the physical evidence from the clients,
updating it on the system and record manage it by scanning it on the client’s profile and
processed accurately & correctly.
 Capture the earnings declared by the employers on the system
 Create quotes
 Update client details, contacts, banking details etc
 Issue employers with letters of good standing 
 Maintain service, quality and desired outputs within a specific functional process through ensuring
compliance to tactical policies, procedures and standards.

4. Confidential Information
CURRICULUM VITAE – LUCAS MASHIYANE
 Help the organisation with generating income

Company : Nedbank Limited
Position : Financial Planner
Job description
Job Purpose
Offering Appropriate financial Planning for the well-being of the bank's clients, whilst
maintaining the interests of the bank. To add value to a customer base via the provision of
appropriate financial advice and selling appropriate financial products to customers, thereby
meeting the clients unique financial needs.
Administration
Maintaining accurate client files.
All advice (actions, discussions, solutions and amendments) must be in the files.
Alternate product offerings are also recorded. Consultations with clients are documented and
recorded in their files. These files are audited by the Area managers and once a year by Group
Risk, therefore accuracy of client information is pivotal. Minuting the details of the Telephone
calls made to clients.
Compliance
In order to provide quality advice to a client, a financial planner must be suitably qualified.
Compliance documents are stored on an external NFP server. These documents Details actions
with the client and the reasons / decisions in choosing a product. The client signs these
documents which lists the full disclosure in terms of charges and commissions.
Sales and Leads
Targets are set by Area Managers and these targets must be achieved monthly based on past
performance, and the area. Interaction with vital sources within the bank network by passing on
leads, i.e bankers, e-shared services, and Leads Tracker.


5. Confidential Information
CURRICULUM VITAE – LUCAS MASHIYANE
REFERENCES NAMES CONTACT NUMBERS
Sales Manager Kiditi Boshomane 011 370 3858/072 150 3339
Owner Titus Mashiyane 073 976 4307
Senior Supervisor Xolisa Kupiso 011 773 8445
Team Leader
Administrator
Hazel Klow
Jeoffrey Raselabe
082 442 0083
011 724 0100
0102143006
Career Objectives
Aquire professional knowledge and skills in the field of economics and financial management.
With my qualification I will possess certain skills and principles namely, integrity, objectivity,
professional competence and due care, and confidentiality. My skills will enable me to help the
organization iam employed to reach its goals and objectives, while abiding to the organisations
code of conduct. I will apply my knowledge and expertise to uplift the community,the name of
the organization and the profession