Boitumelo Madi

• Provided knowledgeable service and support for all customer needs.
• Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
• Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
• Deliver exceptional client service in the Third-Party Fund Administration department, managing high-volume account openings, mandates, and transactional processes with precision and compliance.
• Obtain and verify mandates for investment accounts, ensuring adherence to KYC and regulatory standards
• Investigate and resolve complex queries relating to TPFA accounts, improving turnaround times and client satisfaction.
• Capture and validate deals in CQM (Customer Query Management), ensuring accuracy and timely execution.
• Drive efficiency by meeting strict turnaround targets and maintaining service excellence under tight deadlines.
• Support migration initiatives and generate qualified sales leads for the business.

• Represented Sony brand products, engaging customers to drive awareness and sales.

• Distributed marketing materials and contributed to event planning for maximum brand visibility.