Julio Carlian Plaatjies

Reduce fraud exposure by investigating suspicious transactions and recommending effective mitigation strategies.

• Placing and removing of stops on client accounts
• Dealing with client complaints regarding fraud on their accounts
• Engaging with other departments to combat financial fraud
• Assisting with general enquiries in the forensic space

• Making reservations
• Upselling passenger tickets
• Maintaining good passenger relations
• Training of new starter groups
• Assisting with general enquiries

• Advised clients on tailored financial planning strategies to meet individual goals
• Facilitated long-term insurance policy purchases, ensuring clients understood coverage options and benefits
• Guided clients through claims process, providing support and clarity to enhance client experience
• Identified and pursued opportunities to attract new clients

• Collection of outstanding arrears
• Updating customer profiles
• Making payment arrangements
• Selling short term insurance
• Selling tfg products

• Assisted customers in completing loan applications to ensure accurate submissions
• Upsold current loans to enhance customer financial solutions
• Maintained strong customer relations to foster loyalty and repeat business
• Enhanced customer profiles for improved service delivery