Tham Tham Tshabalala Discovery Invest 0827747217
Nokwanda Gumede
Senior VIMO Middle Office Administrator
Meyerton,Gauteng
Summary
Committed to personal growth and excelling within the organization, driven to accumulate valuable experience and expand knowledge. Strong academic background and extensive work experience, eager to leverage qualifications for a significant impact. Utmost dedication and passion to contribute effectively to company success.
Overview
17
17
years of professional experience
Work History
Sales Agent
Self Employed Services
Meyerton
11.2022 - Current
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.
- Boosted referral rates by cultivating positive relationships with satisfied customers who were eager to recommend our products/services to others.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- Assisted call-in customers with questions and orders.
Senior VIMO Administrator
Alex Forbes
Meyerton
05.2020 - 11.2022
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Ensuring all documentation Received is accurate and if not requesting outstanding documents from the advisor
- Middle Man between advisor and franchises
- Worked with all types of processes e,g Surrenders,Death Claims,section 37 in and Out ,Section 14ns In and Out ,Transfers,Withdrawals
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Served as a liaison between departments, fostering open communication channels that improved overall organizational function.
- Ensuring compliance -FICA
- Participating in internal competitions on how to improve customer service
- Attending To queries with an effective resolution when errors have occurred
- Team Player
- Highly Effective
Static Data Administrator
STANLIB
Johannesburg
05.2016 - 06.2019
- Enter customer and account data by inputting alphabetic and numeric information on keyboard or optical scanner according to screen format
- Verifying customer and account data by reviewing, quality checking and reentering data accurately
- Process customer and account source documents by reviewing data for deficiencies, resolving discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution
- Working hand in hand with the risk and legal department to eliminate any fraudulent data
- Maintain database by entering new and updated customer and account information
- Keeping sensitive customer information confidential
- Adhering to the validation process when crosschecking client information
- Ensuring documents received are compliant before entering data changes
- Testing systems
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
UNIT Transfer Administrator
STANLIB
04.2015 - 04.2016
- Quality checking of received applications for new business
- Liaising with Mancos for CGT statements
- Exporting CGT statements via excel
- Cross checking statements with number of units to ensure accuracy
- Liaising with brokers for outstanding documentation
- Capturing investment application
- Ensuring accuracy in capturing of UNITS to avoid profit and loss to the business
Transfers Administrator
Discovery invest
12.2014 - 03.2015
- New Business
- Updating Reports for Franchises
- Quality checking of all documentation received
- Receiving and forwarding of all correspondence (to and from Life Companies and brokers)
- The completing of transfer documentation
- Handling queries
- General Administration
- Collecting data and migrating this from the old system to new systems
- Document Management
Lisp Legal Administrator
STANLIB
04.2011 - 04.2013
- Section 14 transfers (in and out)
- New Business
- Updating Reports for Franchises
- Quality checking of all documentation received
- Receiving and forwarding of all correspondence (to and from Life Companies and brokers)
- The completing of transfer documentation
- Drafting of Annexure for transfer in and out
- Requesting and following up of all outstanding documents with life companies, client and brokers
- Handling of all queries relating to section 14 transfers (in and out) either telephonically or via email
- Submissions and obtaining approval from the Financial Service Board(Legal requirements for approval)
- Moving queues on workflow
- Monitor SLAs and pre-requirements
- Respond to queries raised by the Financial Service Board(Whether the Legislative requirements have been met for the transfer)
- Assist and communicate with other team members regarding work queries and investigation
- Testing of systems
- Obtaining signatures from the Board of Trustees for all Legal documentations required for the Section 14 Transfer
- Providing Training for staff members
- Ensuring that brokers submit fund selections for clients that are Regulation 28 compliant
- Liaising with Our Legal Team to ensure compliance
- Prepare Proof of payments for outgoing transfers
- Liaising with the FSB, Board of Trustees with new legislation for section 14 Transfers
CASINO CALL CENTRE ASSISTANT (SENIOR LIASON CONSULTANT)
Pigg's Peak Online Casino
05.2010 - 12.2010
- Assisted players with IT related queries
- Credited the players gaming accounts
- Casino staff budget, timetables, meeting minutes
- Liaised with customers through chat, email and via telecom thus increasing relationship marketing management
- Integrated Casino policies into business objectives
- Drafted strategy planning proposals for casino promotions
- Communicated with internal and external stakeholders
- Created new gaming accounts for clients and authorized credit cards deposits
- Updated information on player's accounts and also exported their transactions
CALL CENTRE CONSULTANT
MTN SWAZILAND
02.2008 - 04.2010
- Answered all customer queries
- Coordinated Monthly reports
- Updated daily logs/spread sheet
- Conducted training to new staff members
- Shared product knowledge to new consultants
Education
National Diploma in Law -
UNISWA
Matric Equivalent O'level -
Herman Gmeiner High School
Skills
- Legal Operations Management
Documentation Proficiency
Strategic Issue Resolution
- Excel Proficiency
- Microsoft PowerPoint Proficiency
- Navigational Proficiency
- Proficient in Microsoft Word
- Microsoft Publisher
- Customer Support Experience
- Human Resources Management
- Customer Relationship Development
- Market Analysis Skills
- Data Collection
- Office Administration
- Support for Legal Operations
- Legal Operations Management
Interests
Grant Desai STANLIB 0827159172
Hloni Mphahlele Alex Forbes 0832903657
Timeline
Sales Agent
Self Employed Services
11.2022 - Current
Senior VIMO Administrator
Alex Forbes
05.2020 - 11.2022
Static Data Administrator
STANLIB
05.2016 - 06.2019
UNIT Transfer Administrator
STANLIB
04.2015 - 04.2016
Transfers Administrator
Discovery invest
12.2014 - 03.2015
Lisp Legal Administrator
STANLIB
04.2011 - 04.2013
CASINO CALL CENTRE ASSISTANT (SENIOR LIASON CONSULTANT)
Pigg's Peak Online Casino
05.2010 - 12.2010
CALL CENTRE CONSULTANT
MTN SWAZILAND
02.2008 - 04.2010
National Diploma in Law -
UNISWA
Matric Equivalent O'level -
Herman Gmeiner High School
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