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Johannesburg South
Shumani Mainganya

Shumani Mainganya

Wealth Manager Assistant

Customer Service / Support

Johannesburg South, City of Johannesburg Metropolitan Municipality

Social

About Shumani Mainganya:

I have a Bom Degree . I have more than 14 years Investment Experience. 

I good with Figures, Problem Solver, Can work under pressure.

I am a team player and always want to learn new things. 

Experience

I have more than 12 Years Risk and Investments Experience.Handle all investment applications and the processing thereof.
This includes RA’s, Preferred Funds , Sec 14&37 transfer of funds,
Preservation Funds, Living Annuity and Government Pension Funds
• and Ad-Hoc application forms.
• Responsible for doing QA for team members.
• Liaise with pension fund administrators and ensure that that all
• Computer proficiency
• Communication skills
• Leadership skills
• Adaptability
• Interpersonal Skills
• Attention to details
• Problem solving skills
• Strong customer service orientation
• Positivity
Work Experience
required documents are processed.
• Process switch forms. (Changing of investment options)
• Ensure that funds are invested, and policy documents are sent
to members.
• Request policy documents from other companies and prepare a file for the Wealth Manager
• Ensure that correct fees are charged and funds correctly investment
• Handle all other queries- Processing Debit order changes, Beneficiary changes and Tax Certificates
• Manage Wealth Managers Leads on Avalon
• Assist with Reviews of Wealth Managers and uploading them on Avalon

 

Education

Bcom Degree in Economics and Business Management 

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