Charné Jumat

Role Purpose

Serve as dedicated brand partner for key product houses within Sanlam Investments. This role ensures that brand strategy, campaign execution, and event alignment are tailored to the unique needs of each business while upholding the broader Sanlam Investments brand vision. Through close collaboration with internal stakeholders and effective use of project management tools and AI technologies, the role ensures consistent, impactful, and well-aligned brand delivery across channels and platforms.

Key Responsibilities

1. Brand Partnership and Strategy

Act as the dedicated brand and event support for:

· Sanlam Multi-Manager

· Sanlam Risk & Savings

· Graviton

· Glacier Invest

· Sanlam Collective Investments (SCI)

2. Build strong working relationships with marketing leads and business heads to understand strategic goals, identify opportunities, and tailor brand solutions accordingly.

3. Provide insight into brand tone, positioning, and audience messaging, ensuring that house-specific narratives complement the Sanlam Investments master brand.

Campaign Planning and Support

1. Support campaign development and execution for each business unit, ensuring alignment between brand strategy, product marketing, and reputational objectives.

2. Assist in briefing processes, content development, and campaign rollouts in collaboration with internal and agency teams.

Event Strategy Alignment

1. Work closely within the Event Strategy and processes to ensure all activations—physical or digital—are consistent with Sanlam Investments' event strategy.

2. Ensure that events across retail channels reflect appropriate brand messaging and audience engagement strategies.

Systems, Tools & Workflow Adoption

1. Trello: Proactively use Trello for project tracking, status updates, and collaboration with marketing and business stakeholders.

2. AI Tools: Adopt and advocate for the use of AI-driven tools for content review, campaign briefing, and marketing operations to increase workflow efficiency.

Cross-Functional Collaboration

1. Collaborate proactively with internal teams, including digital, content, investment, marketing, and sa to ensure brand messaging is integrated and aligned across all initiatives.

2. Participate in regular planning meetings and status sessions to ensure smooth coordination and execution across functions.

Key Outcomes

1. Strong strategic alignment between brand activity and product house objectives.

2. Improved brand consistency and messaging across all product and platform touchpoints.

3. On-brand, well-executed events and campaigns that reflect both house-level and group-level strategies.

4. Clear visibility of tasks and priorities through Trello-based project tracking.

5. Enhanced delivery and efficiency through integrated AI tools supporting content and operational needs.

6. Cross-functional alignment and stronger relationships with internal teams through active collaboration

7. Positive and trusted relationships with internal stakeholders, positioning brand as a strategic partner.

Event Operations & Administration Stakeholder & Supplier Engagement Digital Tools & Communication Promotions & Incentives Management Courier & Logistics Coordination Finance & Reporting

• Oversee and execute all operational and administrative tasks related to events.
• Develop and manage detailed project plans for event execution.
• Coordinate RSVP list management and communication for all events.
• Administer CPD applications and liaise with relevant stakeholders for approval and updates.
• Brief the marketing team on required collateral for both in-person and digital events.
• Maintain and update the marketing activity calendar, ensuring events are reflected across all communication channels.
• Prepare post-event overviews for internal and digital platforms.
• Travel to national events as needed to support on-the-ground execution.
• Capture and maintain an organized library of event photos and video clips.
• Compile event highlight boards ("brag boards") as required.
• Build and maintain professional relationships with all event- and promotion-related suppliers.
• Liaise with vendors for all promotional material orders and logistics.
• Support bulk promotional orders and departmental requests.
• Set up and manage Slido for interactive webinar sessions.
• Administer Everlytic for email distributions related to events and campaigns.
• Provide weekly social media thought leadership posts across platforms (Instagram, Twitter, Facebook).
• Manage all operational and administrative aspects of marketing promotions.
• Oversee the online promotional shop, providing user support as needed.
• Maintain the marketing storerooms: conduct housekeeping, manage stock control, and replenish promotional items monthly.
• Coordinate the monthly incentive competition and loyalty programme logistics.
• Manage all courier requirements for event and promotional materials.
• Prepare and package consignments, coordinate collection, and ensure successful delivery through regular communication with stakeholders.
• Coordinate the weekly payment process:
  Prepare and capture invoice details.
  Submit invoices and collate proof of payments.
  Communicate payment updates with all involved parties.
• Reason for wanting to leave: Available on request
• Reference: Kim Smith (Marketing Manager)
• Contact number: Available on request

Editorial & Marketing Material Management Brand Activation & Event Support Digital & Content Management Reporting & Strategic Analysis Customer & Stakeholder Engagement Financial & Administrative Support

• Support the sign-off process for editorial content, advertising, and marketing campaigns.
• Review and quality-check design layouts for consistency in slugs, fonts, visual style, and brand alignment.
• Assist in the development and review of internal and external communication and marketing materials in collaboration with brand and advertising agencies.
• Ensure all product information and marketing documents comply with relevant legal and regulatory standards.
• Support execution of brand events, focus groups, ad hoc brand activations, prize drives, incentive campaigns, and competitions.
• Conduct competitor analysis and market insights (e.g., benchmarking against publications like Glamour and Cosmopolitan).
• Contribute to brand activation strategies, keeping up with current media and consumer trends.
• Manage social media channels and develop engaging content aligned with brand messaging.
• Contribute to website content development and digital campaign execution.
• Manage online competitions and maintain an organized database of promotional products.
• Compile and present weekly reports on brand performance and sales trends.
• Conduct data analysis to support brand strategy development.
• Prepare impactful presentations and reports using PowerPoint and Excel.
• Ensure prompt resolution of high-level service queries to maintain brand reputation.
• Assist with communication flow between internal teams, external agencies, and stakeholders.
• Process and track marketing and brand-related invoices.
• Support budget tracking and cost management for marketing activities.
• Perform general office administration and maintain a clean, organized workspace.
• Reason for leaving: Available on request
• Reference: Nomfundo Dukada (Brand Manager)
• Contact number: 074 212 7943

• Produce regular status reports on the accounts
• Organise regular internal status meetings
• Responsible for booking client meetings (catering, layout and presentation aids etc.)
• Maintain a central filing system for documentation and tapes.
• Develop reputation with clients within the agency for total reliability.
• Answer all internal and external queries promptly.
• Check quality of work before leaving the agency.
• Ensure that the account manager is kept abreast of all operational activity on all client accounts
• Monitor competitive advertising and competitive product activity.
• Create and conceptualise ideas with the creative team
• Budget control
• Ensuring briefs and deadlines are met accordingly
• Reason for leaving: Pursued a better job opportunity
• Reference: Available on request
• Contact number: Available on request

• Office management
• Filing and invoicing
• Setting up of appointments with clients
• Diary management
• Client liaison
• Office and telephone administration
• Compiling quotations
• Telemarketing
• Perform tasks on S.net Programme
• Perform tasks on SAP Programme
• Reason for leaving: Temporary position
• Reference: René Jumat and Merissa Clementson
• Contact numbers: 083 406 3839 / 021 947816