Experience

Civix

• Belgium
• Online Audio and Video Media
• 1 - 100 Employee

• Director of Client Services, EM Grants

  • Aug 2008 - Present

  Responsible for business development for MB3 INC. within South Africa and the rest of Africa. Main focus lies within the NGO and Government arena where managing of grant funding is of utmost importance. MB3 INC. has developed web-based software, called EMGrantsPro, which is currently being used by 9 States in the USA to manage in excess of US$20billion of Federal Grant Funding and over 35,000 projects within the Emergency Management sector. The system centralizes grant funding and track and manage projects in real-time, creating greater transparency and accountability which in turn facilitates and improves the Monitoring & Evaluation requirements of funding programs. The MB3 software is a modular system with high levels of customization to meet the needs and match the processes of any organization in any industry. Responsibilities: - Lead generation and identification of opportunities - Business Process Analysis - ICT gap analysis - Identifying/Understanding client needs and requirements - Scope writing for customization requirements - High level understanding of Software Development Life-Cycle (SDLC) - SDLC Management - Project Management - Client Relationship Managment Show less



Virtuo.co.za

• Director

  • Sep 2016 - Present

  Virtuo specialises in cinematic virtual reality services ranging from VR strategy development to professional VR video productions, app development and live VR streaming. With some of the most advanced VR cameras available globally, expertise in immersive VR app development and strategic thought-leadership around the converging industries, the team at Virtuo can get your brand into the virtual reality space. Virtuo specialises in cinematic virtual reality services ranging from VR strategy development to professional VR video productions, app development and live VR streaming. With some of the most advanced VR cameras available globally, expertise in immersive VR app development and strategic thought-leadership around the converging industries, the team at Virtuo can get your brand into the virtual reality space.



CIBC

• Canada
• Banking
• 700 & Above Employee

• Financial Advisor

  • Apr 2006 - Jul 2008

  Advised clients on personal financial matters, such as lending options (secured & unsecured lending solutions), daily banking options, as well as investment options (short-term and long-term solutions, such as GICs and Mutual Funds) Key responsibilities included: 1. Client Relationship Management. 2. Identify and meet the immediate needs of personal and small business clients and build client relations to improve product penetration per client. Target was to achieve average of 5 product holdings per client. 3. Meet with clients and conduct investment needs analysis and risk profile analysis in order to recommend financial and investment solutions according to results. 4. Pro-actively call and book appointments with personal and small business clients based on leads and referrals to ensure client needs are met. 5. Accurately capture and validate clients’ personal and financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures. 6. Authorize sales and service transactions and act as joint custodian for cash and securities. 7. Act as Branch Manager during his/her absences, as required. 8. Conduct interviews with prospective candidates. Training and coaching sessions with newly hired staff. 9. Branch Compliance Administrator - to ensure that correct procedures are followed when investing for clients and to ensure that all trades and file documentation are in accordance with Canadian Securities Law and Regulation requirements. Notable Achievements: 1. Achieved over 100% of sales target for the 2007 fiscal year and was ranked 2nd amongst sales staff for the 2007 fiscal year for both revenue and volume sales. 2008 YTD at 110% sales target. 2. Nominated by management as quarterly achiever for outstanding customer service and sales results. (Q3 of 2007, Q1 & Q2 of 2008). Awarded Q2 Achievers award for 2008. Show less



Primerica

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Financial Advisor

  • Jan 2004 - Mar 2006

  Key Responsibilities Included: 1. Client Relationship Management. 2. Create customized financial solutions for each client and present it in a professional manner to clients. 3. Proactive outbound sales calls in order to increase clientele. 4. Assist clients with proper implementation of proposed solution and work towards long-term client relations. 5. Ensure that all investment and insurance files are compliant with Canadian law and regulations. 6. Recruitment, interviewing and training of new sales staff in effective sales techniques, product knowledge and proper procedures required by financial securities regulatory organizations. Show less



Decision Health Medical Aid

• Sales Representative

  • Jan 2003 - Nov 2003

  Key Responsibilities Included: 1. Presenting medical insurance policies offered by Decision Health to municipal and government departments and processing all new applications generated by presentations. 2. Facilitate product training with independent insurance brokers. 3. Process medical claims for payment 4. Act as customer service representative in in-bound call centre and assist clients with any queries regarding policy features and coverage. Key Responsibilities Included: 1. Presenting medical insurance policies offered by Decision Health to municipal and government departments and processing all new applications generated by presentations. 2. Facilitate product training with independent insurance brokers. 3. Process medical claims for payment 4. Act as customer service representative in in-bound call centre and assist clients with any queries regarding policy features and coverage.



ABSA Bank

• Botswana
• Banking
• 1 - 100 Employee

• Credit Card Support Agent

  • Jun 1999 - Dec 1999

  Key Responsibilities Included: 1. Receive inbound calls from branch representatives with inquiries on new Credit Card applications as well as current Credit Card accounts. 2. Processing new applications received by scanning documentation into database and forwarding to credit assessment department. 3. Deal with customer complaint in a professional manner to ensure client satisfaction. Key Responsibilities Included: 1. Receive inbound calls from branch representatives with inquiries on new Credit Card applications as well as current Credit Card accounts. 2. Processing new applications received by scanning documentation into database and forwarding to credit assessment department. 3. Deal with customer complaint in a professional manner to ensure client satisfaction.