Yonela vena
Key Account Manager
Johannesburg
Summary
Dynamic Key Account Manager with a proven track record at STANLIB (INN8), excelling in relationship building. Adept at regulatory compliance and financial reporting, I consistently enhance client satisfaction and streamline processes, ensuring timely service delivery and issue resolution.
Experienced with building and maintaining strong client relationships. Utilizes strategic account management techniques to maximize client satisfaction and retention. Track record of effective communication and problem-solving skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Key Account Manager
STANLIB (INN8)
09.2023 - Current
- Internal Liaison: Acting as the bridge between the client and internal teams (e.g., product, support, sales) to ensure timely delivery of services and issue resolution.
- Relationship Management: Building, nurturing, and maintaining long-term, trust-based relationships with key stakeholders and decision-makers.
- Respond to client queries promptly and professionally via approved communication channels (email, telephone, web platforms).
- Manage and track client instructions to ensure timely resolution and follow-up.
- Ensure all client interactions comply with company policies, regulatory standards, and service level agreements (SLAs).
- Support advisers or relationship managers with administrative and operational tasks where required.
- Assist clients with onboarding processes, documentation requirements, and system navigation.
- Identify service improvement opportunities and escalate recurring issues where necessary.
- Monitor outstanding requirements and proactively follow up to ensure completion.
Paraplanner
Sanlam
01.2023 - 08.2023
- Provided excellent customer service by addressing client inquiries promptly and accurately.
- Put together detailed financial and investment plans for customers.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Performed audits of records and financial accounts.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Tracked progress toward established financial goals using advanced analytics tools.
- Ensured compliance with regulatory requirements by staying current on industry rules, regulations, and standards.
- Improved overall office productivity through the implementation of organizational systems and best practices.
- Conducted thorough risk assessments for each client profile, enabling tailored advice that addressed individual needs.
- Upheld all company, state and federal regulatory guidelines.
- Prepared clear and concise reports that facilitated advisor-client communication and decision making.
Representative (Under Supervision)
Spektra Makelaars
02.2021 - 12.2022
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Increased customer satisfaction by addressing and resolving complaints in a timely manner.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
- Onboarding new clients under various financial institutions systems ( STANLIB,Ninety One and Allan Gray)
- Prepare New Business Proposals.
- Support advisers or relationship managers with administrative and operational tasks where required.
Education
National Diploma In Cost And Management Accounting -
Tshwane University Of Technology
Pretoria 04.2001 -
National Higher Certificate in Accountancy -
Tshwane University Of Technology
Pretoria 04.2001 -
RE5 -
Moonstone Business School
Pretoria 04.2001 -
Skills
Data-driven decision making
Problem-solving abilities
Adaptability and flexibility
Relationship building
Product related system application
Power BI, Box
Regulatory Compliance (FAIS, FICA, FATCA Knowledge)
Financial Reporting & Statements Analysis
Microsoft Excel (Advanced formulas, Pivot Tables, VLOOKUP/XLOOKUP)
Processing of Instructions & Fund Allocations
Foreign Currency Conversions
Web-Based Investment Platforms
SLA & Process Management
Certification
Product Specific Training Certificates (Liberty, Sanlam, Ninety One)
Timeline
Key Account Manager
STANLIB (INN8)
09.2023 - Current
Paraplanner
Sanlam
01.2023 - 08.2023
Product Specific Training Certificates (Liberty, Sanlam, Ninety One)
05-2021
Representative (Under Supervision)
Spektra Makelaars
02.2021 - 12.2022
National Diploma In Cost And Management Accounting -
Tshwane University Of Technology
04.2001 -
National Higher Certificate in Accountancy -
Tshwane University Of Technology
04.2001 -
RE5 -
Moonstone Business School
04.2001 -