Elize B. Email & Phone Number

Johannesburg Metropolitan Area

As a Relationship Manager for Key Accounts, I am responsible for maintaining and nurturing strong relationships with existing clients, ensuring their satisfaction, and identifying opportunities for growth. My role requires a strategic approach to managing established accounts, understanding client needs, and collaborating with internal teams to drive success and enhance client engagement.Act as the primary contact for select Financial Intermediaries (FIs), aligning with the business model and account type.Cultivate positive relationships with FIs, identifying growth opportunities and effectively resolving concerns.Collaborate with internal and external stakeholders to enhance profitability and customer satisfaction.Focus on maximizing profitability and identifying cross-selling opportunities.Understand each FI's operating model and key personnel to maintain strong client relationships.Seek opportunities for operational scalability with FIs, including data provision and FIX trading.Identify opportunities for proactive engagement, leveraging specialist skills within Credo.Ensure timely and effective resolution of client issues and concerns.Assist in identifying enhancements to Credo’s Wealth Platform for key accounts.Participate in Relationship Management, Pipeline Review, and strategy meetings.Ensure the successful delivery of solutions aligned with customer needs and objectives.Communicate progress on monthly and quarterly initiatives to stakeholders.Maintain Salesforce records and proactively update open opportunities and leads.Collaborate with Relationship Managers to ensure clear understanding of strategies for FIs.Keep management informed about key metrics for select FIs, including NetFlows and margins.

Johannesburg Area, South Africa

Provided essential support in client relationship development and account management to assist the business activities of the Relationship Managers.Supported client relationship management and account administration across Financial Intermediary and Private Client segments, driving business growth.Collaborated with Relationship Managers to strengthen client relationships, ensuring timely service delivery and identifying growth opportunities.Managed Financial Intermediary clients, focusing on relationship retention and asset management.Developed expertise in platform and investment solutions, contributing to Wealth Platform enhancements and maintaining market relevance.Acted as the primary contact for account management, ensuring solutions aligned with client objectives and timely execution.Participated in strategic business meetings, offering insights and contributing to Relationship Management reviews.Prepared investment proposals and supported business development by identifying areas for improvement and achieving sales targets.Addressed client escalations and complex requests, aligning strategies with Relationship Managers and client needs.Assisted with account opening, closure, and maintenance processes, ensuring all documentation and authorizations were properly handled.Implemented and managed model portfolios, placing trades, monitoring cash flows, and overseeing corporate actions.Conducted regular portfolio checks for mandate adherence, collaborating with Relationship Managers on bespoke solutions.Executed portfolio liquidations for discretionary accounts, managing closures and payments.Trained and educated clients on MyCredo processes, enhancing the user experience.Conducted initial investigations for client complaints, escalating to Relationship Managers as needed.Handled general inquiries, including password resets, technical issues, and report generation.Approved transfer instructions and payments in line with guidelines.

Johannesburg

Calculation of monthly retail customer rebates, billing trackingPrepare, manage and distribution of weekly customer stock on hand and sell out reports Perform profitability analysis by productSupporting the business with ad-hoc request for financial information and profitability analysisProvide ad-hoc analysis to enhance non-financial reportingAssisting the Business unit manager with financial analysis Compilation of weekly reports on retail customer orders, stock and provisions Submitting of monthly retail recons to finance for processing Managing and facilitating of foreign exchange schedulesCustomer target trackingEscalate issues which cannot be resolved by the teamWork with functional managers and the team to obtain necessary resources to support the team’s requirementsCoach and help develop team membersConsistently offer support and demonstrate initiative on a large, high achieving retail team.Coordinate activities with other employees to ensure timely completion tasksCommunicate regularly with staff to ensure supply needs are met and orders are placed timeouslyProvide friendly, prompt, and efficient customer service with a high level of accuracyEffectively advise retail stores on purchases by maintaining a high level of knowledge about store productsInteracting with all levels of the retail sales chain e.g. Buyers, Planners and store sales individualsAssisting the KAM’s by building strong relationships with non-executive departments such as the planning, replenishment and merchandising departments. Resolution of all queries, problems and matters from head-office, distribution Centre's and stores Maintaining strong relationships with all product managers and product team, including vendor managersAssist with training to any new members in the team or roll out of new processes.Coordinate with internal and external customers as necessary Delivery management, including escalations o POD’s & invoices

Johannesburg Area, South Africa

Accountable for accurate and timely preparation of ordersInitiates work ordersThe ability to be proactive in making alternative suggestions to clients regarding products/servicesPersonally keeping abreast of changes in the IT industry Identify and rectify problems in the sales and marketing process (internally & externally)Understand margin and how to maximise this on opportunitiesUnderstand rate of exchange calculations and how to manage fluctuations during the sales cycleGenerate and communicate ideasConclude sales contractsOversee the execution and project management of large ordersDelivery management, including escalationsAssist in getting POD’s & invoices to the customerDebtor’s queriesRMA ManagementQuote reporting for the managed accounts team, pipeline developmentOverflow resource for quoting and queriesProvide excellent service to our allocated customers whether it be telephonically or otherwise.Attend all training given to improve product knowledge.Incentive managementAlign new products with existing contracts High level problem solving ability. The ability to be pro-active in making alternative suggestions to clients regarding products / services, often without reference. Keeping personally abreast of changes in the IT world without external prompting. Analyse and interpret information Understand final pricing on deal quotations – calculate margin. Devise unusual or original ideas. Identify new opportunities. Oversee the delivery / roll-out of larger orders.

Johannesburg Area, South Africa

Ensuring service standards are maintainedReceiving telephone callsAssisting clientsFilling positionsObtaining my budgetsRectifying candidate’s CVAdministration dutiesLiaising with clientsEnsuring the credit applications are through to our credit departmentReferring CV’s to clientsMarketing candidates to our clientsAdvising our candidatesTyping up various documentsEnsuring reports are through on timeAttending meetingsSetting up of meetingsCleaning up of the data baseSelling to and managing of existing accountsRe – negotiating of existing contractsCanvassing for potential new clientsSetting up a meeting with new clientsGeneral AdministrationQuotations for potential clients to meet their company’s individual needsAfter sales supportEnsure a long, successful business relationship.Extensive research for potential clientsRetention and growing of existing customer baseFocus on optimizing on new sales opportunities and leverage off existing customersFuture Needs AnalysisLead generationEnsure all account detail to be correct, e.g. discounts Addressing reasons/ issues for customers not payingEnsure Client specific needs i.e. of service levels were met and implemented Constant follow up on Red Flag issues or Minutes of Meetings Constant office supportProper planning around all activities within the work dayClosing deals.Work closely with the sales, marketing and product teams to communicate and coordinate customer feedbackDeveloping strategic relationships with management and client baseKeeping abreast and updated on sales issues relating to current projects

Johannesburg Area, South Africa

To manage a selected database of clients and achieve the targets attached to each customer (Overall GP and Revenue, GP% as well as Product Quadrant targets)To support all other team members and their associated database of clients (telephonic, order placing, quoting, information etc)TAM Analysis (Strategic Planning)Relationship BuildingMaintaining Customer GrowthTaking and Placing OrdersProducing of QuotesProducing of QuotesCustomer LiaisonDealing with customer queriesEnsuring delivery of all orders

Johannesburg Area, South Africa

Conducted secretarial support to National Sales ManagerControlled and maintained diary and e-mailsScreening callsConducted general correspondence, typing and filingCoordinated departmental sales meetingsAssisted in delegating tasksLiaised with Sales teamAssisted conducting monthly reportsUpdated customer databaseControlled departmental stationery ordersMaintained document control and logsControlled all demo equipmentArranged all travel arrangements including accommodation and car rental (Both local and international)Coordinated all in-house sale events and conferencesManaged all leave approvalsMaintained expense books by conducting sales team monthly expensesConducted administrative assistance to sales staff by maintaining their filling, faxing, photocopying and e-mailing all necessary supporting documentation

Johannesburg Area, South Africa

Backing the External Sales ConsultantTaking and Placing OrdersProducing of QuotesCustomer LiaisonDealing with customer queriesEnsuring delivery of all orders

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Matric