Ratanang Moletsane

I am an honest, reliable, and hardworking person. I am self-motivated and eager to learn.

• Investments
• Life Policies
• Retirement Annuities

• Engage in effective communication and deliver according to Service level agreement. (Receiving and processing incoming and outgoing emails and answering calls to assist clients, branches and financial advisers with their queries and request)
• Taking ownership of queries and ensuring they are resolved timeously and effectively.
• Processing policy alterations
• Processing surrenders and withdrawals.
• Ensure accurate completion of documentation as per departmental guidelines to meet client needs.
• Ensure adherence to organizational best practice and legislative requirements.
• Adhere to policies and procedures and take corrective action where necessary.
• Ensure all risks are mitigated and escalated where necessary.
• Drawing up alteration quote for branches, financial adviser, and clients.
• Data Capturing
• Maintain a consistent service delivery to ensure client retention and satisfaction.
• Ensure Service Level Agreements are met and exceeded.
• Providing first time resolution on enquiries.

References:

Rikash Thakurdin

Cell: 082 696 6583

Jason Stephan:

083 684 9415

Prudence Rabohale

071 940 8990