Nwabisa Portia Jack

Conduct Pro-Active Audits in relation to Coida

Conduct Pro-Active Inspections in relation to Coida

Investigate Complaints made against non-complying Employers

Prepare Documents for prosecution

Conduct Advocacy in relation to Coida

Conduct Blitz inspections to monitor Compliance

• Planned and executed follow-up audits at appropriate intervals

• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Created financial models to analyze and evaluate investment strategies.
• Educated clients on potential risks and rewards associated with various investments.
• Informed clients of strategies for reducing debt and maximizing savings.
• Provide appropriate financial advice in line with the customer's resources and financial goals.
• Provide pro-Active on demand financial service and advice to customers within allocated customer markets.
• Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives
• Implemented exit strategies for clients to transition out of investments

• Streamlined internal processes, improving efficiency while maintaining compliance with industry regulations.
• Monitored and updated financial plans to comply with client goals.
• Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
• Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
• Meet Monthly sales targets in terms of lending transactional banking and insurance.
• Servicing of existing Old mutual policies such as facilitation of claims and attending to customer complaints and queries in order to achieve the Net Promoter Score requirements.
• Report suspicious or fraudulent loan application
• Follow up on 1st and 2nd missed instalments.
• Meet collections and arrears target in terms of lending products.
• Educate clients on responsible use of credit and effective money management.
• Establish new business through internal and external marketing lead generation and cross selling.
• Provide excellent face to face and telephonic service to customers.
• Promote the professional image of Old Mutual Finance.
• Deliver on daily Production standards and adhere to service and quality standards.