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:• Lead the client relations team, fostering a collaborative culture and setting clear performance goals.• Oversee team development, coaching, and change management initiatives.

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 executing complex strategic projects, ensure efficient business strategies, improve operational and financial procedures, and drive performance and growth.I translate business strategies into actionable goals, stay informed about market trends, enhance decision-making, and foster a culture of entrepreneurship and innovation. I hold department heads accountable for high performance, maintain open communication channels, and proactively identify and mitigate risks.

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 business pitches, underlining our dedication to client success. My skills extend to efficiently resolving inquiries, managing seamless fund amalgamations, and executing precise fund implementations. Collaboration is at the heart of what I do, as I engage with various departments through effective project management and contribute my expertise in crafting compelling business proposals. Moreover, I play a vital role in upholding compliance standards, with a particular focus on fund amalgamations and new fund applications, demonstrating our unwavering commitment to regulatory excellence.

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 operational actions, and collaborating on various business projects. I drive continuous improvement initiatives to enhance business efficiency and ensure seamless integration of processes throughout the organization, particularly in investment administration. Building and nurturing client relationships and conducting thorough business reviews to gauge client satisfaction are integral parts of my role. Additionally, I liaise with internal departments to ensure effective fulfillment of client needs.

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.