Danielle Green Email & Phone Number

Cape Town, Western Cape, South Africa

• Client Relationship Management:
• Manage and mentor multiple Client Relationship Managers across various business units (CIS, LISP, Offshore, Africa).
• Build and maintain strategic relationships with clients, ensuring service excellence and client retention.Strategic Planning & Execution:
• Develop and implement comprehensive service strategies aligned with business goals.
• Monitor legislative changes, ensure compliance, and provide proactive solutions.
• Lead and coordinate strategic projects, ensuring alignment with business objectives.Team Leadership & Development:

City Of Johannesburg, Gauteng, South Africa

I am responsible for overseeing all aspects of an organization's operations in alignment with the CEO's and Board of Directors' objectives. This includes developing corporate policies, managing day-to-day activities, and collaborating with the management team and the Board to establish both short-term and long-term goals and procedures. I assist in.

City Of Johannesburg, Gauteng, South Africa

As a Senior Administrative Account Executive, my role revolves around building and maintaining strong client relationships characterised by trust and reliability. I go the extra mile by providing ongoing support to clients, ensuring their needs are consistently met. I also contribute significantly to our business development efforts by assisting in new.

Mauritius

As an Operations Manager at PIM Capital Management, Mauritius, I play a pivotal role in aligning the organization with its goals and objectives by implementing policies and coordinating with board members and staff across multiple departments. My responsibilities involve identifying opportunities for process optimization, translating strategic plans into.

City Of Johannesburg, Gauteng, South Africa

Maintained and developed client relationships, providing ongoing support and servicing.Assisted in new business pitches and ensured compliance in fund amalgamations and setups.Led fund implementations, project management, and business proposals in collaboration with relevant departments.

City Of Johannesburg, Gauteng, South Africa

Oversaw daily unitization of funds and data analysis on external administrator/asset manager data.Led the testing and implementation of asset administration processes and client modelling.Developed and implemented enhancements to asset administration and unitization processes.Led restructuring and transition initiatives for new and existing clients.