Renelle Alli

Curriculum Vitae

Contact Information

Full name :

Renelle Alli

Physical Address :

** ****** *****, **********, *******,4399

Cell:

072*******

E-mail :

adzkm1@r.postjobfree.com-Work

adzkm1@r.postjobfree.com-Personal

Personal Information

Gender :

Female

ID number :

830**********

Date of birth :

10 June 1983

Nationality :

South-African

Drivers Licence

Yes

1st Language:

English Native Speaker

Race:

Indian/South African

Dependants :

None

Marital status :

Married 07/02/2020

Qualifications

1.Matric with Merit and Exemption (Complete)Year 2000

2.Skills Education Training Authority Recognised Qualification- Assessor and Moderator–NQF Level 5(Complete)

Plan and deliver vocational training programmes and workshops

Observe and assess candidates in their workplace

Examine candidates’ portfolios of evidence

Provide feedback and offer advice if the standards are not met

Sign off the award when all the requirements have been met

Keep records of candidates’ progress

3.Skills Education Training Authority Recognised Qualification Facilitator-NQF level 5(Complete)

Conduct/facilitate group training sessions by presenting content that is role specific and focused on Omni-channel skills and processes.

• Conduct/facilitate group training sessions for Omni-channel associates’ principles and concepts.

• Remain current and business integrated through networking with multiple stakeholders

• Writing training content, independently and with external service providers

• Liaise with the Omni-channel Programme Manager in developing content for delivery in a brand and culturally appropriate manner to leverage best knowledge transfer. This includes delivery methodology and assessment method.

• Collaborate with the Training Academy, coordination administrators regarding training logistics and process

• Participate in the design validation and update of existing and new training material (i.e. user manuals, PowerPoint slides, online content etc.).

• Participate in the development of training needs analysis, career path and curriculum development for Omni-channel associates

• Collaborate with the academy team members to deliver on agreed priorities and divisional development needs in this space. Ensuring resources and activities are channelled in the most efficient manner.

• Participate in user acceptance testing and the development of training material as required.

Specialising in Adult Learning using various Teaching Methodologies.

• Participate in learning and development process improvements, including administration thereof.

• Collaborate with internal stakeholders and external service providers to develop and deliver training material

Able to stand up and deliver within any Business Level.

4.Regulatory Examination Certificate (Fais) 2014

Financial Planning Institute Certificate

5.Higher Certificate in Wealth Management-Milpark Business School

Student number: MI0246661

Competencies:

Income Tax

Investment Planning

Law for Financial Planners

Retirement Funds 1

Retirement Funds 2

Risk Planning

Qualification pertains to:

> A knowledge and appreciation of the nature of risk and risk management.

> A knowledge and understanding of the capital adequacy requirements for insurers and reinsurers.

> A knowledge and understanding of the impact of regulation on the insurance industry.

> A knowledge and understanding of basic statistical concepts relating to the insurance environment and the estimation of risk.

> The ability to apply knowledge and skills to practical situations.

> The ability to synthesise different aspects of the syllabus and apply them to given scenarios.

Analyse reports and documents of a retirement fund to ensure governance and manage risk.

> Evaluate the effectiveness of the administration function of a retirement fund in order to make an informed decision.

> Apply technical knowledge and insight into how the legislative and regulatory environment impacts on employee benefits.

> Research information to assist in conducting a financial risk assessment.

> Apply a researched trend to individual financial risk.

> Apply scenario planning to explain potential risk in a specified financial services context.

> An awareness and broad knowledge of the environment in which businesses operate.

> A detailed knowledge and understanding of the economic, ethical, operational and financial framework applicable to Corporate workplaces.

> The ability to synthesise different aspects of the syllabus and to apply learning specifically to the insurance industry.

> The application of knowledge and skills to practical situations.

> A thorough knowledge of the issues and processes involved in insurance broking.

> Knowledge of the relevant and changing regulatory environment in which the insurance broker operates.

> An understanding of the relationships with insurers and policyholders undertaken by the insurance broker.

> An ability to evaluate key issues and concepts and assess their implications for brokers and the broking and wider insurance markets.

> The ability to apply knowledge and skills to practical situations

6.Business Psychology and Human Behaviour- University of South Africa

Student Number : 79278892

Fields of psychology and business psychology as an applied psychology

General principles about human behaviour, including perceptions, values and learning.

Ethical work behaviour

Personal self-awareness, self-esteem, and self-confidence

Part 2: Dealing with individuals.

The dynamics of problem solving and creativity in decision making

Motivating self and others.

Effective stress management skills

Managing conflict, anger and frustration

Building workplace relationships

Working with difficult and counterproductive behaviour

Emotional intelligence

Part 3: Dealing with small groups and the organisation

Communication skills

Group dynamics

Teamwork and adapting to organisational culture

Leadership and influencing skills

Part 4: Realising your potential

Effective work habits

Time management

Productivity: self-assessment

Career action planning

Business Psychology is an applied science that investigates how to make people and organisations more effective. It uses social scientific research methods to study people, workplaces and organisations in order to better align their multiple and sometimes competing needs. Its goal is to create healthy and productive relationships between people and organisations for mutual benefit.

As an applied science, Business Psychology does dictate to organisations what constitutes effective organisational practice. It has a reciprocal relationship with business and draws insights from those with experience of what works at work. This enables psychological research to be applied pragmatically and in a way that is appropriate to the situation. It also allows a cross fertilisation of experience from business into psychology and of academic knowledge and rigour from psychology into business.

7.Bachelor of Commerce NQF 7 (Financial Planning)- (2023)

Modules Completed:

Principles of Accounting

Applied Financial Accounting

Induction to Business Studies

Business Numeracy

Principles of Micro-economics

Principles of Accounting

Introduction to Business Management

Risk and Investment Planning

Retirement Planning

Corporate Financial Planning

Principles of Macro-Economics

Management and Leadership

Applied Financial Accounting

Marketing Management Practice

Management and Leadership

Taxation

General Management

Retirement Planning

International Economics-current

Advanced Investment Planning-current

Estate Planning

Case Study

Previous: Employed by Telesure Group Services

Contact person: Oren Kruger-084*******

Duration :

2012-2015

Position :

Sales Coach and Trainer, External Trainer for Auto and General. Short Term insurance SME

Responsibilities :

Provide overall assistance and support of all individuals from a Senior Management Level and below.

Prepare assessments for new and existing staff at different levels.

Conduct assessments, up skill of existing staff and providing product refreshers every month.

All communication regarding product is done by me as well as any formal training.

New consultants recruited as well as Trained by me. I also conduct the Hub process for new staff.

Assistance with Personal Development Plans

Initiate my own Sales Training, Material Design

Make decisions on Learners and competencies of learners according to my discretion, facts, evidence and recommendations to initiate the performance management phases.

Duties include:

Maintain effective and efficient administrative systems

Evaluate the learning process by critiquing the facilitation and learning process through reflection and making modifications to inform the planning of the facilitation of future learning interventions

Prepare the learners and the learning environment

Create communication and support strategies within groups to encourage dialogue, lasting networks and integration of different viewpoints.

Relate new knowledge to prior knowledge

Scope the intended learning intervention by clarifying goals, establishing relationships between various activities and incorporating learner needs and expectations.

Implement the learning strategy by adapting the learning strategies for individual and/or group learning to the learning context, using open, interactive and participatory approaches to construct knowledge, supporting learner progress and effectively managing the learning process.

Consolidate the learning by encouraging learners to construct a synthesis report

Employed by Liberty-Corporate

Contact : Aziz Mustapha- Learning Co-ordinator-061*******

Contact: Jeandre Potgieter- RDM-083*******

Position :

Duration:

Wealth Learning Specialist- Business Development for KZN and EC

2015-2022

Responsibilities

Facilitator/Training Specialist/Coaching and Development/Wealth Learning specialist/RDO/ Business Development/SME in Wealth Management/Risk, Investment and Behavioural

All Scheduled Events for ECM, Entrepreneur, Broker, Agency, Standard bank Staff Training

Relationship Management

Establish and enhance professional business relationships with customers, and other business units to ensure strategic alignment and understand customer expectations/challenges

Conduct regular visits with allocated Branches/Enterprises to establish and discuss learning needs, appropriate solutions, Financial Advisor/Broker Consultant development, path progress etc.

Provide regular and relevant communication to allocated Branches/Enterprises

Network with colleagues and other business units to remain informed, share information and partner on deliverables where applicable.

Demonstrating "Excellence" when interacting with Business Partners/ Customers/Colleagues.

The effective management of professional relationships with your target audience and allocated branch and regional managers.

Deliver Multi-Disciplined Learning Solutions

Establish transference of knowledge and skills through applying ROI tools

Implement methods of measurement for Adhoc interventions.

Provide guidance for follow-up action/reinforcement techniques.

Implement learning follow-up action/reinforcement solutions. Using documents provided by Key accounts team

Creativity in delivery ie. Using Vpad, educreation, ipad functionality etc.

Feedback of training programmes ensuring relevance and applicability

Communicate changes/suggestions/errors timeously

To content developers and Key accounts

Ensuring feedback is given after running of “Pilot” programmes

Learning and Development Specialist role

Applying Unisa Psychology in the workplace content

Applying Coaching for Higher performance methods with Managers, Broker Consultants and Financial Advisors.

Consistently seek opportunities to improve delivery and effectiveness of interventions.

Provide FA/BC coaching where required

Demonstrate collaborative interactions with all parties concerned with Development of Individuals

Demonstrate impact of intervention on Production ie. Feedback from Branch Manager via email

Operating Efficiency

Timely delivery of monthly / special initiative reports ie. Business enablement reports and Sustainability/ROI reports/Registers

Effective planning and execution of interventions such as

Induction for new learners

Professional Etiquette- All Types

Change Management

Stress Management

Conflict Handling

Problem Solving

Own Your Relationships

Negotiation Skills

Customer Centricity

Client Value Proposition

Personal Marketing Strategy

Brand Market Strategy

Customer Segmentation

Coaching for Higher Performance

Train the Trainer-Practice Development

Financial Advisory Intermediary Services

FICA

Money Laundry

Financial Intelligence Act

Protection of Personal Information

Treating Customers Fairly

Conducting virtual classroom sessions for new Inductee delegates

Current Employment Stanlib/INN8-Corporate 2022-Current

Title: Business Development Manager-Platform (IFA)

Role Includes and not limited to:

Strategy and Clarity- All core advisers (panel of 50) have a clear vision, sales-

strategy and plan of engagement in place and to adjust and execute the strategy.

as INN8- Platform. Project milestones and environment changes.

Key feature delivery and onboarding

Understanding what my Panel of advisers need to move to INN8. Record and stay up to date with feature delivery to be able to advise when INN8 is ready for them. Feed into programmed items to assist with the process. Find solutions for non- proposition related needs.

Conversion of advisers into INN8

Data Driven Culture

Collecting useful data and insights from panel of advisers and the market to help drive better decisions within the business and to help gain greater understanding of the business need.

Deep insights of each adviser, who they are? and what their business needs are

Utilize the CRM Tool to store and gather data, for analysis.

Collaboration

Provide support to our colleagues to make INN8 and STANLIB a success by:

Working collaboratively across our Distribution team to get things done.

Working collaboratively across wider teams (CAE, GIP) to make the INN8 platform productive and access accounts with ease.

Helping to onboard new BDMs by sharing useful insights and developmental material.

Provide feedback from KAM and Kam manager.

Observations from manager and feedback from new BDMs as to their onboarding experience

Observations from manager and feedback from other areas of the business to ensure collaboration in the workplace with other stakeholders in the business.

About Me:

• Excellent communication skills, both written and verbal

• Excellent administrative and organisational skills

• Able to work in a highly pressurised environment to very stringent deadlines

• Able to work independently as well as in a team

• Results driven and able to manage time effectively

• Good listening skills

• Able to take instruction and implement as requested

• Attention to detail

• Excellent problem-solving skills

Regards,

Renelle Alli

Contact this candidate