Chad Classen Email & Phone Number

Cape Town, WC, ZA

Cape Town, Western Cape, South Africa

- Ensure unwavering support for the implementation of the business strategy concerning administration and client service.- Consideration of processes and enhancements in decision-making.- Client inquiries, escalations, and exception approvals.- Continuously enhance processes and the overall efficiency of the department.- Exercise oversight over the teams.

Cape Town, Western Cape, South Africa

- Developing the business strategy and guiding the department's direction, focusing on policy administration, estate administration, and retirement fund administration.- Playing a leadership and collaborative role within the Retail and Distribution businesses.- Promoting resilience and compassion within the organizational culture.- Attracting, onboarding.

- Provide proactive direction for the recruitment of individuals seeking specialisation.- Establish robust capacity planning to ensure the team is consistently staffed with suitably trained and competent personnel.- Develop and prepare team members to deliver exceptional client service.- Maintain continuous focus on process improvement to instil best.

Cape Town Area, South Africa

- Set clear, concise team/individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through informal check-ins and formal reviews.- Develop the skills and confidence of team members and provide appropriate motivation.- Facilitate ongoing training and development for team members.- Build and maintain.

Cape Town Area, South Africa

- Set team and individual goals that align with functional objectives and business strategy.- Regularly evaluate staff performance through both informal methods and formal reviews.- Foster positive working relationships with all other teams within the department.- Ensure accurate and timely processing of daily transactions within specified deadlines.

Cape Town Area, South Africa

- Ensure the provision of necessary resources for new consultants to effectively carry out their responsibilities.- Address work-related queries and evaluate the performance of new consultants.- Facilitate the assimilation of new consultants into our service approach and guide them in making principle-based decisions.- Furnish consultants with tools for.

Cape Town Area, South Africa

- Cultivating relationships with my panel of Discretionary Investment Managers (DIMs)- Promptly handling administrative requests for the DIMs- Delivering outstanding service to DIMs and IFAs utilizing their Models- Supplying DIMs with precise reporting- Establishing and upholding Model Portfolios on our CRM- Ensuring accurate processing of all Model.

Cape Town Area, South Africa

- Validating and accurately authorizing instructions received from consultants- Ensuring compliance with authorization requirements. In instances where a situation falls outside specific rules, consultants are expected to comprehensively assess all pertinent facts and make informed decisions accordingly- Timely authorization of all instructions within.

Cape Town Area, South Africa

- Ensure the accurate verification of incoming client instructions within specified deadlines.- Adhere to compliance with FICA, FATCA, and FAIS requirements.- Confirm receipt of instructions with clients via telephone or email.- Capture all incoming work within stipulated turnaround times and before relevant cut-offs.- Address queries from clients, IFAs.

Table View

- Engaging in sales discussions and facilitating client applications.- Exercising meticulous attention to detail while adhering to the Credit Policy.- Communicating and elucidating the bank's insurance, funeral cover, and investment products during sales discussions and application processes.- Addressing all loan or card account-related inquiries, which.

Parow Industria

- Prospecting and acquiring customers within the Western Cape region- Providing service to all existing clientele, including hospitals, doctors, and other suppliers- Managing all aspects of quotations and sales- Engaging in telesales activities, reaching out to both existing and potential clients- Receiving, inspecting, and packaging incoming goods.

Paarden Eiland

Postgraduate Degree, Business Administration, Management And Operations

Postgraduate Degree, Financial Planning And Services

Bachelor Of Commerce - Bcom, Business Management And Economics

Matric, Business/Managerial Economics