Sales Manager

PENELOPE NICOLEEN WATERSON

** ******** ******, **********, *********, 0699

079-***-**** *****.**********@*****.***

Personal Details

Name: Penelope

Last name: Waterson

ID number: 860-***-**** 080

Nationality: South African

Gender: Female

Ethnicity: Coloured

Disability: None

Criminal Record: None

Language Proficiency: Afrikaans, English and Northern Sotho (Sepedi) Education

PHS

2004 Matric

Tertiary Education

UNISA

2019 Higher certificate in Banking/currently studying Experience

1.Commissions Administrator 01 October 2014 – 13 December 2019 Standard Bank Financial Consultancy 50 Schoeman Street, Standard Bank Square, Polokwane, 0699

Reference: Shehnaaz Buckas (Operations Manager)

Tel:011-***-****

● Administer application check and validate application forms for quality control.

● Follow the capturing procedure laid down by SBFC (Standard Bank Financial Consultancy)

● Process application form on the system follow up on outstanding’s with Financial planner/planner assistants.

● Liaise with planners and assistants on outstanding’s compliance and provide feedback to operations and Sales Managers.

● Open and close cash register, performing tasks such as counting money, separating charge slip and balancing cash drawers.

● Save all compliant documents on File net.

● Adhering to sunset Principal, by attending to all new deals daily as and when received.

● Attend to all queries and give feedback to all stakeholders involved.

● Give bi weekly feedback of total commission acquired by planners and indicate which deals did not stream through, with reasons.

2.PA to Financial Advisor 02 March 2014 – October 2014 Standard Bank (SBFC) - 50 Schoeman Street, Standard Bank Square Reference: Frans Mathatho (Team Leader: Customer Service) Tell: 013-***-****

● Adhere to client service procedures: maturities, policy contracts, cancellations, amendments, financial and general enquiries

● Update client personal details at the Life office.

● Inform clients on updates or changes to their policy

● Liaise with relevant departments to gather information to resolve clients’ queries

● Maintain required business retention rate

● Handle all complaints and enquiries

● Escalate complaints to Office Manager and Complaints Handling Officer

● Follow complaints procedure

● Handle all incoming calls and walk-in clients

Administrate Claims

● Verify claims documents as per standard procedure

● Assist clients with the completion of claim forms

● Submit all claims received to Head office

● Submit any outstanding documentation as per Head Office request

● Keep claims register up to date

Advise clients on cancelations

● Advise the client of the process and disadvantages of cancelation

● Retain the policy by proposing different options (partial surrender paid up)

● Inform Manager of the intended cancelation for retention

● As per client’s request follow the standard cancelation procedure Office Administration

● Manage mail and fax

● Assist with data capturing when required

Fit and Proper Requirements

● Documentation and filing procedures.

● Keep record systems up to date.

● File and keep documentation for a period as required by the legislation 3. Voice and data rep (sales) February 2012 – February 2013 Specpack (Vodacom) Danie Joubert St, Shop 26, Tzaneng Mall, Tzaneen, 0850

● Greet customers and ascertain customer needs

● Managing customer enquiries and complaints

● Store promotion and merchandising.

● Cellphone displays and pricing.

● Technical support to clients.

● Training non-voda, in store staff.

● Price plan and handset education given to customers.

● Telephonic Assistance to internal and external customers.

● Stock take and stock request. .

● Performing tasks such as counting money, separating charge slip and balancing cash drawers.

● Maintain knowledge of current sales and promoting policies, regarding payment and exchanges, and security practices.

● Maintain records related to sales.

● Prepare sales slips or sales contracts.

● Creating new contracts and upgrading old accounts. 4. Customer Service Clerk March 2011 – 30 January 2012 MTN Service Centre 36 Thabo Mbeki street, Polokwane, 0699

● Meet and greet customers.

● Managing customer enquiries and complaints

● Store promotion and merchandising.

● Performing new contracts and upgrades on existing accounts.

● Technical support to clients.

● Price plan and handset education given to customers.

● Telephonic Assistance to internal and external customers.

● Staff training

● Stock take and stock request. .

● Performing tasks such as counting money, separating charge slip and balancing cash drawers.

● Maintain knowledge of current sales and promoting policies, regarding payment and exchanges, and security practices.

5. Teller March 2010 – December 2010

Standardbank 49 Landros Mare street, Polokwane, 0699 Reference: Frans Lefoko (Supervisor)

Tel:072***-****

● Front line service attendant.

● Assist customers with withdrawals, deposits and cheque encashment.

● Generating leads for sales.

● End of day reconciliation.

● Balancing till.

6. Customer Service Clerk February 2008 – November 2009 ABSA 52 Landros Mare street, Polokwane, 0699

Reference: Martin Grobler/Mariette Pelser

Tel:015-***-****

● Front line service attendant. Meet and greet customers.

● Assist walk in clients with replacement card applications, withdrawal from notice accounts.

● Lifting card limits on customer request.

● Debit order reversal as authorised by customer.

● Withdrawal from customers, home loan surplus fund, as per customer request.

● Assisting internal and external customers telephonically.

● Calling customers for issuing of new or replacement credit cards.

● Queue walking when necessary, in order to ensure that customers are in the correct queue.

● Registration of cellphone and Internet banking to interested customers.

● Issuing of statements to customers and assisting with Internet banking 7. Host/Floor Manager 28 December 2005– February 2008 ABSA 52 Landros Mare street, Polokwane, 0699

Reference: Martin Grobler/Mariette Pelser

Tel:015-***-****

● Meet and greet customers.

● Enhance sales and service experience by directing customers to most appropriate point of service.

● Coach team members to adhere to dress code policy.

● Maintaining clean and safe environment for staff and customers. Maintained a close relationship with cleaners and security for this task.

● Ensure that customers don't queue for an unreasonable amount of time, by assisting with queue management. Assisting with printing of statements and Internet banking.

● Log customers compliments and complaints on the ABSA customer care process system as per policy and procedures.

● Assist customers at the ATM.

● Assisting internal and external customers telephonically.

● Registration of cellphone and Internet banking to interested customers.

● Ensure a customer friendly environment is created and maintained at all times.

● Control promotional and merchandising requirements.

● Chair meetings giving feedback on previous day's performance.

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