Rahmah Ellemdeen

• Manage a strategically significant intermediated retirement fund portfolio exceeding R5 billion in assets under administration, supporting brokers, employers and retirement fund members across complex employee benefits environments.
• Serve as a strategic operational partner to intermediaries, enabling effective governance, regulatory compliance and portfolio growth.

Portfolio Scope

• Advisory support to 120 corporate retirement fund clients
• Relationship management across 15 intermediary brokers
• Governance oversight impacting thousands of retirement fund members

Key Responsibilities

• Provide oversight across the retirement fund servicing value chain
• Support advisers and employers with governance and regulatory compliance
• Coordinate complex Section 14 retirement fund transfers and restructuring initiatives
• Oversee retirement fund implementation and investment onboarding processes
• Act as primary strategic relationship manager for intermediary portfolios
• Collaborate with legal, compliance, investments and administration teams
• Resolve complex retirement fund queries affecting employers and members
• Identify operational risks and growth opportunities within broker portfolios

Key Contributions

• Strengthened intermediary relationships and improved portfolio retention
• Supported complex retirement fund restructuring and transition projects

• Provided retirement fund consulting and client servicing across 41 corporate retirement fund clients participating in the AFRF and CorePlan structures.
• Oversaw retirement savings frameworks impacting 2000+ retirement fund members and portfolios exceeding R800 million in assets.

Key Responsibilities

• Managed retirement fund advisory and servicing to corporate employers
• Ensured compliance with Pension Funds Act and FSCA regulatory requirements
• Coordinated administration processes between employers, members and service providers
• Supported retirement fund governance and servicing initiatives

Achievements

• Generated R7 million in sales within the Monster Energy portfolio during COVID Level 5 lockdown
• Strengthened retail client relationships and improved customer loyalty

Achievements

• Increased sales revenue by 30% through targeted market strategies
• Promoted to team leader within the Cancer, Life and Retrenchment division