Lindiwe Gamede
About Candidate
- To secure a leadership role in corporate finance, driving strategic financial planning, and optimizing capital structure.
- Develop and implement performance metrics to evaluate portfolio success.
– Conduct thorough market analysis to identify investment opportunities and mitigate risks.
– Prepare detailed reports on portfolio performance and present findings to senior management. - Develop and implement strategic investment plans to optimize portfolio performance and meet client objectives.
– Analyze market trends and financial data to inform decision-making and identify growth opportunities.
– Manage risk exposure by developing and employing effective risk assessment methodologies.
Ethnicity
Location
Work & Experience
The business operates in selling petroleum (paraffin) in different sectors such as informal settlements that is mostly occupied by residents without electricity, hardwares and small business such as spaza shops
•Serves as a secondary point of contact for all corporate customers within the portfolio. •Responsible for query and complaints management relating to the portfolio. •Perform a liaison role between the customer and all other internal support divisions of the Bank. •Ensure that customer service expectations are met and exceeded. •Accurately update and maintain customer information on all systems. •To solve all queries to the satisfaction of all parties involved. •Tracing of queries and confirming International payments.
•Receive and action requests to close/ amend/ transfer accounts. •Update workbook with new account opening details. •Confirm exchange rates to customers when it is an indication and a quote. •Assist the (Service Advisor Managers) SAM’s by providing the relevant enquiries as a soon as possible in order to speed up approvals on applications. •Attend to balance enquiries, bank confirmations, and bank statements. •Assisting clients with bank confirmation, bank codes and account verification.
•To actively migrate clients to the correct area within Client Services •Customer queries (simplex, Complex). •Assisting with bank codes, account verifications and confirmation. •Capturing of stats.
•Verifying Customer Accounts. •Bank ratings. •Customer queries. •Printing Customer statements (old and new). Data Capturing •Verifying KYC forms. •Filing.
