Sales Manager
Resume:
PENELOPE NICOLEEN WATERSON
** ******** ******, **********, *********, 0699
079-***-**** adfrtu@r.postjobfree.com
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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