Financial Planner - KSR Financial Services
(2025-09)
Financial Planner - SIGC Financial Planners (Pty) Ltd
(2020-11 - 2024-08)
Independent Consultant - Momentum
(2014-10 - 2020-08)
- Increase sales opportunities for all bespoke products
- Do up and cross selling of products to existing brokers
- Set up minimum standards with admin team on quotes
- Minimize cancellations through regular and pro-active dealings with clients
- Assist clients with claims related problems and report all deviations to management
- Service Clients in accordance with the Organizations Minimum Service Standards
- Assist systems designer with product set up
- Set, manage and evaluate sales targets for all brokers
- Design sales strategy plan for bespoke products
- Retain, Develop and Grow existing market share
- Provide after sales service to ensure that the new business vests
- Identify opportunities for up/cross selling and write additional business
- Promote bespoke products to short term industry
- Promote bespoke Momentum Health products, including gap cover
- Regular Networking - Identify opportunities and implement marketing and promotional activities
- Build relationships through regular contact, identifying critical decision makers with all stakeholders (client, insurers, etc)
- Keep clients informed of developments in the industry and market
- Adhere to FAIS requirements and set company procedures
- Ensure all communication with the client is in accordance with FAIS minimum standards
- General correspondence and e-mails to clients according to company standards
- Ensure that all brokers are trained on bespoke products and facilitate training requirements
- Update and revise marketing material
- Training of IFA, with regards to Momentum Health and EB value proposition
- Design sales reports and submit to line manager monthly
- Collaborate with all key stakeholders
- Communicate all product enhancements and requirements to Head of Product
- Produce monthly statistics to all brokers, quotes, conversions and income
Business Manager - Nedbank
(2012-01 - 2013-05)
To develop, retain, and manage a portfolio of Medium Business customers, thus building strong, long-term relationships. To operate in a dynamic and highly competitive market place. To identify and drive business development- both in terms of new business with existing customers as well as new customers and Key Business Introducers.
To maximize sustainable risk-adjusted portfolio contribution. Stimulate revenue growth through conquest income and drive value. To be a focal point for customers within a geographic area and/or industry/sector with expert knowledge of the operations, needs and requirements of that industry grouping and Business is banking involvement therein.
- Act as the primary named point of contact for the Customer
- Focus on driving sales and provide customized solutions to the customer
- Undertake automated credit applications
- Be the primary point of contact for strategic financial Advice/business risk and credit issues
- Be responsible for customized product solutions
- Visit and have regular interaction with target customers to monitor changing circumstances/plans/Opportunities
- Provide information and introduce new products to meet future and existing customer requirements
- Utilize feedback gained from Product/Service offerings to develop distinctive service/product offerings
- Research and follow up on potential new business
- Act as the representative face for Absa's Medium Business Banking for the sector within local markets
- Accountable to achieve sales targets
- Produce an annual customer plan
- Review Relationship Plans to create an action plan and Including input from product specialists and credit teams to ensure a co-ordinate approach from across the Group
- Identify priority customers to support delivery of maximizing risk/reward
- Update customer knowledge profile with outputs of customer visits
- Facilitate complaint resolution
- Communicate and implement any Customer feedback to improve complaints/compliments received
- Deliver a 'no surprises' approach to risk and raise cautionary notices when appropriate
- Undertake relevant training and research to develop Industry/sector knowledge where appropriate
- Develop credit solutions which are both practical and appropriate
- Complete, review, agree and sign off credit applications and recommendations
- Obtain and process financial information received
- Monitor early warning risks as given by system to reduce credit risk
- Risk monitoring and control of their portfolio, as given by systems
- Negotiate security with customers
- Know your customer
- Ensure all relevant policies and procedures are being adhered to quality of data within systems is robust
- Ensure consistent service quality
- Keep up to date with knowledge of market place, Business development activity/initiatives, competitors and people issues
Relationship Executive - Absa
(2006-10 - 2011-12)
To develop, retain, and manage a portfolio of Medium Business customers, thus building strong, long-term relationships. To operate in a dynamic and highly competitive market place. To identify and drive business development- both in terms of new business with existing customers as well as new customers and Key Business Introducers.
To maximize sustainable risk-adjusted portfolio contribution. Stimulate revenue growth through conquest income and drive value. To be a focal point for customers within a geographic area and/or industry/sector with expert knowledge of the operations, needs and requirements of that industry grouping and Business is banking involvement therein.
- Act as the primary named point of contact for the Customer
- Focus on driving sales and provide customized solutions to the customer
- Undertake automated credit applications
- Be the primary point of contact for strategic financial Advice/business risk and credit issues
- Be responsible for customized product solutions
- Visit and have regular interaction with target customers to monitor changing circumstances/plans/Opportunities
- Provide information and introduce new products to meet future and existing customer requirements
- Utilize feedback gained from Product/Service offerings to develop distinctive service/product offerings
- Research and follow up on potential new business
- Act as the representative face for Absa's Medium Business Banking for the sector within local markets
- Accountable to achieve sales targets
- Produce an annual customer plan
- Review Relationship Plans to create an action plan and Including input from product specialists and credit teams to ensure a co-ordinate approach from across the Group
- Identify priority customers to support delivery of maximizing risk/reward
- Update customer knowledge profile with outputs of customer visits
- Facilitate complaint resolution
- Communicate and implement any Customer feedback to improve complaints/compliments received
- Deliver a 'no surprises' approach to risk and raise cautionary notices when appropriate
- Undertake relevant training and research to develop Industry/sector knowledge where appropriate
- Develop credit solutions which are both practical and appropriate
- Complete, review, agree and sign off credit applications and recommendations
- Obtain and process financial information received
