BUSISIWE ISABEL MANAGA

· Handling client queries.

· Capturing clients payments on the system.

· Checking clients’ documents for approval.

· Checking payments on the system using Nupay Aedo and Naedo.

· Placing order for office stationery.

· Transferring money to consultant using Delfin software.

· Booking money from Head Office.

· Checking payment on Delfin using BPS (Barko Payment System).

· Preparing Balancing sheet to check if all the payments are Balancing.

· Processing Refunds for Clients.

· Preparing Garnishees for clients when handing over to attorneys.

· Manage overall performance of the Branch with regards to sales and agreed Budgets.

· Maintain the highest levels of client care within the branch with regard to sales and branch marketing plan.

· Providing new ideas on a regular basis while ensuring the plans are completed and carried out and implemented.

· Staff the branch appropriately.

Responsibilities:

· Manage overall performance of the Branch with regard s to sales and agreed Budgets.

· Maintain the highest levels of client care within the branch with regard to sales and branch marketing plan.

· Providing new ideas on a regular basis while ensuring the plans are completed and carried out and implemented.

· Assess operational risk inherent in the business, managing regulatory requirements, audit and operational policy, procedures and reporting.

· On-going training and monitoring of staff on company policies and procedures products and customer service.

· Staff the branch appropriately.

· Translate company Vision, Strategy and Values in to daily work functions through the application of performance Management, couching and other training.

Sales Consultant

Responsibilities:

· Meet/exceed monthly target

· Ensure the highest level of client service

· Understand and be able to sell all products to prospective clients.

· Assist clients with affordability, calculations and completion of application forms.

· Ensure that all necessary supporting documentation is submitted with application.

· Handle queries

· Process application

· Feedback to client

Responsibilities:

· Assist and train client with regard to home ownership and finance queries.

· Capture client data on the computer.

· Arrange the implementation of the client installation through payroll with HR Manager.

· Assist branches with financial queries.

· Calculate the instalment when the client account is in arrears.

· Handle queries.

· Supervise and assist subordinates where necessary.

· Collection on overdue receipts.

· Debtors’ collections.

· Statement distribution.

· Investigation of debtor’s queries.

· Allocation of receipts filling.