Mariam Abass

As a Client Relationship Manager, I act as the primary point of contact between clients and the financial adviser, ensuring that clients’ financial needs and requirements are understood and addressed efficiently.

My responsibilities include liaising with clients to understand their financial objectives, requirements, and circumstances, and coordinating appointments with the financial adviser. Following client discussions and adviser consultations, I prepare tailored financial proposals, including voluntary and compulsory income solutions, investment products, and risk products.

I manage the end-to-end application process, including preparing and submitting applications, coordinating and conducting medical assessments where required, monitoring applications through the underwriting and processing stages, and ensuring that cases are successfully issued. Once policies or investments are issued, I provide clients with their contracts and relevant documentation.

I also assist with ongoing client servicing by processing policy amendments and changes, addressing policy-related queries, and providing clients with continued support and assistance throughout the life of their financial products. My role is focused on delivering efficient, professional, and client-focused service while ensuring that applications and administrative processes are completed accurately and within the required timeframes.

• Attending to inbound and outbound service calls
• Build a good client base and assist with removals of debt review flags
• Restructure clients income and expenses to prove clients not over indebted
• Compile documents to be sent to the NCR to assist clients with having the debt review flags removed
• Notify creditors that the clients are in the process of cancellation
• Inform creditors on feedback received from the NCR regarding the debt review flag removal
• Update the debt help system
• Notify clients when the flags has been removed and inform them about further steps they need to follow
• Processing refunds for clients
• DEPARTMENT: Legal Department – Cancellations
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, MS PowerPoint, Front office,Xplan , finwise ,idocs ,NCR debt help system

• Calling clients or email to do introduction from the insurance department
• Build a good client base and assist clients with the insurance requirements that is needed for our debt repair program.
• Compile documents to be sent to the clients , scrutinise existing policy schedules to check requirements
• Deal with insurance providers regarding cession on policies , amendments as well as cancellations of policies
• Update our systems as well as keep track of all new business , existing and cancellation stats for reporting purposes
• DEPARTMENT: Insurance Department – Long and Short term Insurance
• REASON FOR LEAVING: Better Prospects
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, MS PowerPoint, Front office,Xplan

• Liaising with clients to prepare court documents to try and obtain orders in terms of debt review via the NCT Tribunal System
• Serving draft orders and granted court orders to creditors
• Submitting applications for rescission and variations via tribunal court
• Representing consumers I hearing for variations of Granted Court Orders
• Queries
• DEPARTMENT: Legal Department –National Tribunal Applications
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, office,Xplan , finwise ,CMS system , idocs and NCR dhs system .

• Attending to inbound and outbound service calls
• Build a good client base and continuously servicing them
• Create a need to see how a product could benefit a client.
• Sell insurance telephonically
• DEPARTMENT: Inbound/Outbound Sales
• PRODUCT TRAINING: life cover; Disability; Trauma/Dread disease; Salary Protection
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, MS PowerPoint, Front office,Xplan , Avaya , presence

• Update Daily Spreadsheets
• Assist with obtaining quotes and supplier prospects
• Manage leave documents
• Raise dispatches for maintenance and cleaners when required
• Handle inbound and outbound calls
• Gathering quotes, raise PO's, arrange for delivery and collecting invoices for payments
• Assisted with stock take.
• DEPARTMENT: Maintenance
• REASON FOR LEAVING: Retrenched
• SYSTEM KNOWLEDGE: Microsoft office , excel and Oracle

• Cold Calling to prosper new business
• Sold Life Cover, Disability Cover, Dread Disease, Salary protection benefits, Investments and Retirement Annuities.
• Created Quotations Giving Advice to Inbound and Outbound call
• Process Quotes
• Build a good client base and continuously servicing them
• Educated the clients on the products in order for them to make an informed decision
• Do a risk analysis to determine which funds are best for the client to invest into
• Dealt with queries and complaints
• Arranged medicals for clients with doctors
• After sale services
• Updated daily spread sheets
• Followed up on monthly missed premiums and obtained them .
• DEPARTMENT: Direct Financial Advice
• REASON FOR LEAVING: Resigned -Personal reasons
• PRODUCT TRAINING: Retirement Annuities; Education plans; Risk polices (life cover, disability, Trauma/Dread disease, Income benefits); Pension funds; Unit trust; Investments
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, MS PowerPoint, Spotlight, Front office,Xplan , Avaya , presence

• Managing diaries with internal and external responsibilities ,meetings and appointments
• Arrange meetings, and telephonic meeting for the financial advisor
• Taking minutes in meetings
• Prepare documents upon the Financial Advisors request
• Warm up leads for the Financial Advisor
• Close sales on his behalf
• Generate and process quotations for Life Cover, Disability Cover, Dread Disease, Salary protection, Investments and Retirement Annuities.
• Capture all relevant client information on various systems
• Dealt with client queries
• Made payment arrangements for clients with regards to debit or stop orders for policies
• Maintain data base and digital filing system
• Create Excel spreadsheets
• Assist the Financial Advisor to achieve his monthly target.
• Manage Financial Advisor's phone calls ,emails and re-route when necessary
• Arrange medical appointments with clients and their Doctors
• Remind financial advisor about all important task
• Scanning , copying ,filing and more ah-doc duties
• DEPARTMENT: Direct Financial Advice
• REASON FOR LEAVING: Became a Junior Financial Advisor
• PRODUCT TRAINING: Retirement Annuities; Education plans; Risk polices (life cover, disability, Trauma/Dread disease, Income benefits); Pension funds; Unit trust; Investments; long term insurance
• SYSTEM KNOWLEDGE: MS Excel, MS Word, MS Outlook, MS PowerPoint, Avaya,Presence ,Xplan.

• Attending to Customers
• Administration work
• Assisting with stock take
• Assisted with payments for purchases
• Made sure the store was neat and presentable for customers.
• DEPARTMENT: Sales
• REASON FOR LEAVING: Contact Terminated (was a 1 month contract)