Sherman Kyle Martin
Service Account Manager
Pretoria
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
10
10
years of professional experience
4026
4026
years of post-secondary education
2
2
Languages
Work History
Service Account Manager
Momentum Metropolitan
11.2022 - Current
- Play a pivotal role in representing the organisation's brand to esteemed Financial Advisers. To foster client loyalty and maximise satisfaction by consistently delivering exceptional, world-class service, of the highest quality, in every interaction.
Build Relationships by cultivating strong, trusting relationships with a portfolio of Financial Advisers and their administrative teams
- Regulatory Compliance: Adhere consistently to all product, legislative, risk, and compliance processes and procedures.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution and accurate processing
- Actively participated in networking events within the industry, expanding professional connections and exercising office visits
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Senior Transfers Administrator
PSG Wealth
02.2020 - 10.2022
- Authorised Signatory (Sign Incoming/Outgoing Annexures, Tax Free certificates, and bulk instructions to and from various MANCOS)
- Administration of transfers between insurers, normal transfers, unit transfers, Section14 and Directive 135
- Handle escalations/queries from advisers, clients and other platforms and provide feedback
- Liaise with transferring/receiving companies and the FSCA regarding open cases
- Ongoing mentoring of colleagues
Client Service Consultant
PSG Wealth
02.2016 - 01.2020
- Engaged as the company's pilot intake of graduates (2016)
- Service all clients, potential clients and financial advisers with all instructions and queries for all products telephonically and via written correspondence within the service levels goals
- Assist and follow-up with clients/advisers of instructions in progress – take ownership of the conclusion of an instruction for processing, including the quality and completeness of the appropriate documents
- Proactively retain and attract business by providing excellent service to advisers and clients
- Assist with queries on instructions, processes, procedures, quotes, systems (web), and information about all company products and fund performance
- Resolving internal and external queries from financial advisers and clients
Lead Generator
Platinum Life
06.2015 - 09.2015
- Communicating with high end business individuals and the general population to capture data and generate leads for the sales division to contact and potentially close a deal
- Met or exceeded monthly goals by using dynamic interpersonal and tried and true persuasion skills
Education
Bcom - Economics & Econometrics
University of Johannesburg
Matric -
Die Hoërskool Menlopark
Pretoria01-2010
Skills
- Adaptability
- Meticulous care to detail
- Ability to work in team
- Account management
- Client relationship management
- Project & strategic management
- Complaint management
- Strategic account planning
- CRM software
Timeline
Service Account Manager
Momentum Metropolitan
11.2022 - Current
Senior Transfers Administrator
PSG Wealth
02.2020 - 10.2022
Client Service Consultant
PSG Wealth
02.2016 - 01.2020
Lead Generator
Platinum Life
06.2015 - 09.2015
Bcom - Economics & Econometrics
University of Johannesburg
Matric -
Die Hoërskool Menlopark
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