Simon Jangle

● Identify potential new business through cold calling, networking and social media (sales generation).

● Build and maintain relationships within community.

● Marketing co-ordination and marketing activities.

● Presentations of business offerings.

● Contract negotiation.

● Meeting monthly sales targets.

● Maintain and develop current sales client base.

● Pro-actively follow up on quotations.

● Maintain accurate records of sales and prospecting activities.

● Attend business chamber meetings.

Attend community safety forums and neighbourhood watch meetings

• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
• Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
• Followed up with existing customers to provide additional support and address concerns.

• Managed a pipeline of prospects, consistently meeting or exceeding quarterly sales targets.
• Organized networking events and industry conferences to increase brand visibility and attract potential clients.
• Negotiated favorable contract terms and conditions, securing profitable deals for the company while maintaining strong client relationships.
• Optimized internal processes for faster response times on client inquiries, enhancing overall customer experience.
• Enhanced company reputation by delivering high-quality presentations showcasing the firm''s expertise in various industries.
• Collaborated with cross-functional teams to deliver comprehensive proposals, ensuring client satisfaction and repeat business.
• Established strategic partnerships with complementary businesses for mutually beneficial collaboration opportunities.
• Conducted thorough market assessments to determine viability of expansion into new markets or industries.

• Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
• Used consultative sales techniques to understand customer needs and recommend relevant products and services.
• Responded to telephone and in-person requests for information.
• Provided sales and customer service assistance to walk-in traffic
• Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.

• Collaborated with team members to achieve monthly and quarterly sales targets consistently.
• Enhanced customer satisfaction by providing personalized product recommendations based on their needs and preferences.
• Increased sales revenue by implementing effective sales strategies and building strong client relationships.
• Developed a deep understanding of industry trends and competitor offerings to provide effective solutions for clients'' unique challenges.

• Enhanced client satisfaction with exceptional relationship management skills and attentive customer service.

● Time and Attendance management of the team.

● Planning for leave and busy periods.

● Conducting root cause and analysis on problem cases.

● Implementing new changes to prevent further errors.

● Liaising and managing relationships with internal clients, platform owners.

● Managing and maintaining daily workflows

● Managing and maintaining unapplied monies in related bank accounts.

● General Team management, planning and support.

● Correcting all errors in the business and financial calculations and reporting losses.

● Conducting root cause and analysis on problem cases.

● Implementing best practise and procedures and accountable for achieving results through own efforts.

● Being a point of contact for business escalations, IT, Pricing, Disbursements and large clients.

● Managing system overrides on restricted investments.

● Charging client base calculations and monthly fee run totalling assets over R1 billion.

● Analysing processes to make them more efficient.

● Updating and improving standard operating procedures and process guides.

● Continuously improving operational processes and ensuring that they are documented and adhered to.

● Inspecting and validating all system enhancements.

● Acting as Project Manager for service related enhancements and system improvements.

● Acting as point of contact for actuarial queries.

● Working directly with Divisional Managers in resolving business related issues pertaining to service.

● Meeting and maintaining business KPI’s.

● Maintaining records of business errors, financial losses and presenting monthly to business leaders.

● Providing technical training to small groups.

● Providing input on potential product offerings.

● Coordinating and implementing new changes to clients, products and external manager arrangements.

● Liaising and managing relationships with internal clients, platform owners.

● Negotiating and pro-actively managing service levels with investment administrators.

● Implementing fixed and performance fee arrangements with clients and investment managers.

● Analysing technical competencies and behavioural competencies.

Providing 1st line support of new process and/or system functionality