beBee background
Professionals
>
Customer Service / Support
>
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 

Professionals in the same Customer Service / Support sector as Shumani Mainganya

Professionals from different sectors near Johannesburg South, City of Johannesburg Metropolitan Municipality

See professionals near Johannesburg South, City of Johannesburg Metropolitan Municipality

Other users who are called Shumani

Jobs near Johannesburg South, City of Johannesburg Metropolitan Municipality

  • Barkev Group

    Technical Sales Consultant

    2 days ago

    Direct apply
    Barkev Group Edenvale, South Africa

    **PURPOSE OF POSITION** · - The purpose of this External Technical Sales Consultant position is to increase revenue through effective sales strategies and managing client relationships in a given region of Gauteng. In addition, it is to constantly grow the client base._ · **KEY T ...

  • Machine Moving and Engineering

    Internal Sales

    7 hours ago

    Direct apply
    Machine Moving and Engineering Wadeville, South Africa

    Cold calling · - Communicating with customers, making outbound calls to potential customers, and following up on leads. · - Understanding customers' needs and identifying sales opportunities. · - Keeping up with service information and updates. · - Creating and maintaining a data ...

  • People Source

    Digital Channels Manager

    17 hours ago

    People Source Johannesburg, South Africa

    Digital Channels Manager - Financial Services-Illovo. R per annum plus a bonus. Superb role for a BCom Business or BSc Information systems with 2 to 3 years of experience managing social media and website content management is essential, together with a high degree of IT ability. ...