Able to plan, prioritize, and execute any task that I am mandated to drive, also able to work under pressure coping with multiple deadline demands.
Overview
28
28
years of professional experience
6
6
years of post-secondary education
Work History
Distribution Support Manager
Momentum
Port Elizabeth
07.2018 - Current
Manage general operations and infrastructure
Daily management and effective planning, identification of service failures and problem resolution.
Management of business efficiency through optimization of people, processes, systems and technology.
Managing escalation processes until they are resolved
Responsible for training and events planning including RSVPs
Administrative support to the Regional Sales Manager
Responsible for all system, process and technology training requirements for internal and external stakeholders
Execution of panel management for each BC
• Maintain meaningful business relationships with all IFAs and Momentum Employees
• Independent Financial Advisor (IFA) contract management process
• Managing and recording client query processes and ensuring that queries are tracked, accurately resolved and used as a mechanism to improve client service and business
• Creating positive work climate and culture to energize employees, giving meaning to work, minimizing work disruption and maximizing employee productivity.
• Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints
• Recording of IFA expenditure on the conflict of interest record keeping tool
Distribution Support Administrator
Momentum
Port Elizabeth
02.2003 - 06.2018
Understanding end-to-end processes across all product lines
Understanding end-to-end systems capabilities across all product lines
Challenging processes that do not serve the business - ease of business
Good understanding of Compliance process adherence and impact of non-adherence
Quotes fulfillment and tracking
Professional presentation of quote and relevant supporting documentation
Accountable for the new business process - end to end completed with least amount of comeback
Process application form and engage with Financial Adviser or personal assistant
Engage with Financial Adviser practice staff ensuring processing happens smoothly through understanding and conveying the reason for requirements
Ensure all cases and new business applications are correctly recorded and kept up to date on activity manager
Log appropriate activities, Quotes, Engagements and Applications on system
Consulting systems, viewing progress and also making sure documents pull through correctly
Managing pipeline business and driving submission of requirements to ensure cases issue
Having regular engagement sessions with Business Consultant to update on status of all quotations, pipeline business and any other sales enablement updates
Prepare Consultant for engagement – by providing quotes and pipeline business
Training of Financial Adviser practice staff through knowledge sharing of digital capabilities (Power BI, MDS On Line now Adviser Connect etc.)
Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations were managed.
Receptionist
Dr PA Holani
Port Elizabeth
12.1996 - 01.2003
Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for patients
Confirmed appointments, communicated with patients, and updated patient records.
Answered phone promptly.
Kept reception area clean and neat to give visitors positive first impression.
Handled cash transactions and maintained payments records accurately.
Streamlined front desk operations for increased efficiency by effectively managing phone calls, patients and emails.
Maintained confidentiality of information of patients.