Thandeka Violet Mabuyane

I currently serve as a brand ambassador to our top Financial Advisers. My primary focus is to drive client loyalty and satisfaction by delivering consistent, world-class service, showing that we care and that with us,investing is personal.

I am responsible for building strong relationships with a panel of Financial Advisers and their admin teams to retain and grow business, positioning Momentum Wealth Investment as their preferred partner. A key part of my role includes championing digital adoption by partnering with Advisers, their offices, and Channel Partners to drive usage of our digital tools and platforms.

I managed incoming enquiries and instructions via various channels, process client instructions not yet done digitally, and resolve complex SI product-related queries — all while ensuring adherence to process, procedure, quality, and turnaround standards.

• Delivered exceptional customer service by resolving client inquiries promptly, enhancing overall client satisfaction and loyalty.
• Managed a high volume of support tickets, ensuring timely follow-up and effective resolution of client issues.
• Collaborated with cross-functional teams to streamline processes, resulting in improved operational efficiency and client experience.
• Trained and mentored new advisors, fostering a knowledgeable team that consistently met service level expectations.

• Developed customized sales strategies that improved client engagement and enhanced product knowledge across diverse customer segments.
• Led comprehensive product demonstrations that effectively communicated features and benefits, resulting in increased customer inquiries and interest.
• Collaborated with cross-functional teams to streamline sales processes, fostering a cohesive approach to customer service and support.
• Provide professional advice.
• Underwriting
• After sales service
• Working towards personal and business targets

• Provide administrative and clerical services in order to ensure effective provision of sales management information and to facilitate efficient customer support.

• Respond to correspondence received from clients, suppliers and third parties.

• Maintain an efficient filling system

• Confirm payments through accounts payable department for third party payments and refunds

• Analyze and interpret sales data to support the professional management of sales orders

• Plan, strategize and help generate quotes to support the sales process

• Communicating internally important feedback from customers

• Initiate ideas to make sales processes easier • Supporting the sales force with general operations to help reach the teams objective.

• Direct sales with clients – responsible to generate sales and maintain existing clients, target and hard work driven.

• Retain prospective clients • Upsell and cross-sell, cold calling when quite at the store • Retail sales, merchandising and conducting in store promotions. • Adhering to the process of admin activities such as Rica, banking, stock ordering, and stock take and processing.

• Working towards and achieving sales targets set by management. • Adhere to sales process and with the view to grow revenue within existing and new customers.

• Technical queries - arranging for the repair of damaged goods and advising on needed repairs.

• Operating cash registers (POS), accepting payments, and preparing finance arrangements such as contracts and invoices.

• Identify and target clients, industries and solutions resulting in successful contracts with increased revenue and profitability that is aligned to the business.

• Dealing with customer’s queries and complaints in a calm and professional manner.

• Work across the organization to drive support for business growth and customer satisfaction.

• Adhering to company purchase and transaction procedures without fail.