Lerato Manabalala

• Resolve complex billing issues by working collaboratively with clients, fostering positive relationships.
• Identifying and prevention of problems not limited to non-payment of accounts.
• Targeted Debt Collection or Customer Care Projects (as determined from time to time)
• Daily banking and accurate allocation of payments for all the accounts in their portfolio.
• Proactive and outgoing debt collection for government institutions, Parastatals, banks, insurance companies, and others.
• Proactively use all available sources to get hold of customers.
• Facilitating handover of account to the Pre-legal department.
• Blocking and Unblocking accounts strategically according to set criteria and guidelines.
• Collection of equipment from customers in default.
• Assessment of accounts for hand over or write off, based on set criteria and guidelines.
• Other duties and responsibilities assigned as required by the business from time to time
• Reduced financial discrepancies with thorough reconciliation of accounts and accurate recordkeeping.

• Processing credit card and debit order payment
• Proactive outgoing debt collection
• Proactively resolve client queries
• Electively resolve client queries and respond timorously
• Preparation of age analysis and high amounts
• Prioritise daily task
• Daily banking of funds and accurate allocation of payments for all their standard accounts
• Effectively analyse accounts ledgers, so that I can breakdown the account to client
• Creating quotation and placing orders for companies and individual
• Blocking and unblocking accounts according to set criteria and guidelines
• Assessment of accounts for hand over to pre-legal or write off, based on set criteria and guidelines.

• Submit and reconcile reports
• Write and distribute email, correspondence memos, letters and forms
• Assist in the preparation of regularly scheduled reports
• Develop and maintain a ling system
• Ensuring all equipment has been picked and scanned out correctly for the daily deliveries
• Ensuring all equipment is scanned in correctly from drivers
• Assist in Generating Reports.

• Selling Funeral, Life, Investment, and retirement policy.
• Analyze client financial circumstances.
  Cross-selling policies, recommend products, and compile a financial plan.
• Do group presentations about our products.
  Advising strategies for clients in insurance coverage, investment planning, and other areas to help them reach financial goals.

• Assist in processing payments of service Providers
• Coordinated logistics for the timely receipt and storage of goods, ensuring inventory accuracy and availability.
• Prepared detailed reports on sales performance, customer feedback, and inventory levels for management review.
• Implemented and monitored store policies and procedures to maintain operational efficiency and compliance.
• Consolidate all COIDA cases and ensure they are sent to CIRC.
• Ensure that all termination of employment documentation has been

completed and send to shed.

• Assist in maintaining a register for audit purposes
• Execute administrative functions to ensure injury on duty claims are administered in compliance with legal and procedural prescripts
• Ensure new appointment have been authorized and documentation is

completed.

• Print all required report (absenteeism, leave due to forfeit, and time management module. validation.

• Handling customer face to face, telephonic and email queries.
• Maintain filing system.
• Ensure that files and all customer documents are kept safely in the safe room.
• Record keeping.
• Customer Service and Housekeeping of blocking and unblocking account.
• Assist customers with increasing daily spending limit.
• Open new account for qualifying clients.
• NCA, FICA and FAIS Compliance.
• Ensuring that all documents are processed and uploaded according to

the required standard

• Analyzed customer requirements to recommend tailored product solutions, resulting in increased client satisfaction and loyalty
• Led product rebranding initiatives, aligning with changing market demands and enhancing brand perception.
• Organized and participated in industry events and trade shows, effectively promoting products and expanding my professional network
• Conducted product demonstrations to highlight features and benefits, enhancing client understanding and interest.