Experience

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  Public Investment Corporation

  • Pretoria

  • Stakeholder Relations Manager:

    • Jan 2011 - Present
    • Pretoria

    Develop and Implement a Stakeholder/Client Relations Strategy aligned to the Corporate Strategy Develop, enhance and implement Policies and procedures required to deliver exceptional Client Relations Services.Develop a risk management framework as it relates to Client Services and manage risks to an acceptable level. (As approved by PIC Management and Board)Research and develop Stakeholder communication strategiesAcquisition of new clients & retention of existing clientsDevelop and maintain a procedure to facilitate successful take-on of new Clients within all business units and ensure regulatory compliance throughout the process.Manage service delivery of the Client Relations Team – Best quality and within Client SLA’sProactively analyse Client requirements and Market best practice to enhance product offerings to Clients.Ensure that FSCA approved Client Mandates are in place and reviewed at least every three years.Ensure compliance to legislation, including but not limited to PMFA,Companies Act, FICA, FIAS and King IV Report on Corporate Governance , as it relates to Clients.Facilitate and drive the compilation of professional and accurate Investment or Portfolio Reports and ad-hoc reports as required.Drive and facilitate workshops throughout all required business units to ensure successful take-on of new ClientsEffective communication with board, board sub committees, executive committees, media, key stakeholders and clients.

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  Old Mutual Investment Group of South Africa

  • Sandton

  • Account and Business Development Manager

    • Dec 2008 - Dec 2010
    • Sandton

    Setting targets and devising strategies to market and present Old Mutual service & investment products to corporate/institutional clients. Influencing the business planning process for OMIGSA distribution. Marketing and consulting on Old Mutual and other products under agreement with Old Mutual.

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  Investec Specialist Bank & Asset Manager

  • Pretoria Area, South Africa

  • Client Relationship Manager

    • May 2007 - Nov 2008
    • Pretoria Area, South Africa

    Business Development - Identify and conducting marketing initiatives targeting High Net Worth individuals.Proactively service existing clients in order to identify additional client needs and make additional sales. Identifying suitable new clients, developing sales opportunities and retention of existing business.Deliver high and efficient level of service across all banking products (i.e. Bonds, Loans, Investments and savings).Governance, risk management, and compliance with applicable banking laws and regulations. Accredited National Credit Act and Anti Money Laundering Act Writing client correspondence and communication (i.e. Monthly & Quarterly reports, Fund fact-sheets, Bonus declaration notifications)Managing work relations with key stakeholders.Managing client queries and client entertainment.

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  Liberty Group

  • Johannesburg Area, South Africa

  • Business Development Manager

    • Jul 2001 - May 2007
    • Johannesburg Area, South Africa

    Business Development - Identify and conducting marketing initiatives to source leadsManaging a team of 13 consultantsTraining and coaching Financial Planners (i.e. Product training, Product presentations and promotion, cross and up selling). Managing the teams work allocation and establishing effective sales strategiesGrowing existing book of business by exploiting cross-selling opportunities, Performance management Conceptualising and implementing marketing campaigns and project plansGathering and disseminating business information, Governance, risk and compliance managementDrafting of business reports and proposalsManaging working relationships with key stakeholders. Servicing customer, resolving queries and escalations

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  ABSA

  • Pretoria Area, South Africa

  • Bank Advisor

    • Mar 1999 - Jun 2001
    • Pretoria Area, South Africa

    Inbound call centre agent providing value add services and solutions to ABSA clientsIdentify potential customer needs and suggest appropriate solutionsResolve customer queries within specified turnaround timesAdminister customer access and passwords with regard to telephone banking Identify potential leads for cross sell opportunities and refer to relevant departments.Provide timely feedback to customers