Compliance Officer: Retail & Commercial Insurance at Nedbank (2024-05 – Present)
Responsible for FAIS, FICA, POPIA, TCF, NCA, General Code of Conduct compliance.
- Effective FAIS FIT & Proper monitoring including Key Individual support
- Compliance advisory, monitoring/auditing reporting
- Timely identification and escalation of compliance breaches
- Timely completion of all CRMP controls in line with Compliance monitoring plan
- Effective Monthly KI Audit Oversight
- Execution of Risk and Control self-assessment process
- Continue to build distribution culture, cohesion & bench strength
Executive Relationship Manager at Nedbank (2013-06 – 2024-04)
- Strategically leading the development finance and business support, trade and investment promotion of Nedbank while implementing strategic projects
- Building/maintaining relationships with clients/key personnel
- Conducting business reviews to ensure clients are satisfied
- Alerting sales team to opportunities for further sales
- Letting customers know about products the company offers
- Attending meetings with clients to build relationships
- Achieving client relationship targets and KPI's set by sales
- Escalating and resolving areas of concern of clients
- Carrying out client satisfaction surveys and reviews
- Monitoring company performance and flagging issues
- Ensuring accountants are aware of changes with clients
- Passing leads to sales team and following up on progress
- Liaising with departments to ensure client needs are fulfilled
- Understanding customer needs and addressing them
- Identify key staff and developing profitable relationships
- Resolve customer complaints quickly and effectively
- Promote high-quality sales and customer service
- Aim to preserve customers and renew contracts
- Gain solid knowledge of competitors
Lecturer (Part Time: Business Management Post Graduate Students) at Mancosa (2019-01 – 2020-03)
- Lecture planning, preparation and research
- Contact and teaching time with students
- Checking and assessing students' work
- Encouraging personal development via tutorial work
- Invigilating examinations
- Attending staff meetings
- General administration
- Writing research proposals, papers and other publications
- Reading academic journals
- Supervising postgraduate students and research staff
Branch Manager at Nedbank (2011-09 – 2013-06)
Lead the business funding unit while creating sustainable business model that set Nedbank as the financial service provider of choice for initiatives that bring meaningful development impact to stakeholders.
- Directing all operational aspects including customer service, human resources, administration and sales
- Assessing market conditions and identify prospective sales
- Developing forecasts, objectives and business plans
- Meeting goals and metrics
- Managing budget and allocate funds appropriately
- Bringing out the best of branch's personnel by providing training, coaching, development and motivation
- Locating areas of improvement and proposing actions that meet challenges and leverage growth opportunities
- Sharing knowledge with other branches and headquarters on effective practices and business opportunities and needs
- Addressing customer and employee satisfaction issues
- Adhering to ethical standards, complying with regulations/applicable laws
- Improving presence and reputation of company
- Staying abreast of competing markets and provide reports on market movement and penetration
Service Manager at Nedbank (2010-04 – 2011-09)
- Executing operational strategy including opening and closing duties, staff assignments, and customer issues
- Ensuring customer interaction model is aligned with set goals
- Ensuring point of sale systems are operating effectively
- Identifying staff issues/ challenges, recommending solutions
- Attending weekly meetings with management
- Ensuring all team members have the tools necessary to perform their jobs in a safe, respectful and professional
- Ensuring that all employment laws are adhered to
- Serving as point of contact for team issues and challenges
- Ensuring that furniture, and equipment is cleaned/operational
- Ensuring that procedures for operation are adhered to
- Ensuring compliance with employee guide for staff
- Ensuring compliance with all laws and regulations for team
- Assisting with the enforcement of standard operating procedures, safety regulations, emergency procedures, and best management practices
Sales Manager at Nedbank (2008-06 – 2010-04)
- Generating leads and turning them into opportunities
- Contacting customers via phone, email and in person
- Working to KPI's and revenue targets as set by director
- Arranging meetings with prospects to demonstrate products
- Negotiating prices with customers and closing sales
- Identifying opportunities for new business within the market
- Paying attention to competition and activities within industry
- Building long term relationships with new/existing customers
- Ensuring all administration relating to sales is completed
- Working closely with other departments and finding opportunities to cross sell
Field Sales Manager at Tiger Brands Food Services (2004-03 – 2008-06)
- Leading sales team and coaching them in their field
- Liaising with management ensuring sales targets are met
- Analysing current marketplace and collecting crucial info
- Training team on techniques, administration and product
- Planning, executing, and managing sales strategies
- Generating new leads and developing existing customers
- Responding to customer enquiries
- Work with marketing team to deliver improvements in brand engagement scores across different territories
