Natalia Govender

• Reaching out to clients who may be considering moving or cancelling their policies, by conducting courtesy calls to check in and maintain a positive relationship.
• Pro-actively assisting clients with "one call resolution" service to address their concerns and servicing needs.

•Contact clients who request to be connected with financial advisers for new business opportunities and ongoing service needs.

• Provide Financial advisers new business opportunities.

• follow up to ensure that the client has been assisted.

• Assist customers with service enquiries on their policies.

• Follow up on final outcome of new business opportunity.

• Supported Financial advisers with administrative tasks and operations.
• Coordinated and liaised with various departments to ensure the smooth acceptance of new business.
• Handled sensitive client information discreetly, maintaining strict confidentiality at all times as required by company policy and legal regulations.
• Maintained personnel records and updated internal databases to support document management through Vault system.
• Established an organized filing system that streamlined document retrieval and reduced misplaced files.

• Assisted walk in clients with queries on their accounts. • Issue new cards,Issue Cheque books and bank mail.

• Order cheque books and cards on behalf of clients.

• Assist with servicing and linking of accounts.

• Assist with KYC and FICA of customers.

• Register customers for internet, cell phone and telephone banking.

• Identify new business opportunities and assist sales team with leads.

• Processed customer transactions promptly, minimizing wait times.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Educated customers on banking products, enabling them to make informed decisions about their finances.
• Assist sales team with new business lead opportunities.