Gorata Chamme Email & Phone Number

Botswana

• Act as primary contact for any client inquiries and concerns.
• Analyse client issues and provide corrective actions.
• Maintain a database of client service and communication documents.
• Listening to customer concerns and providing information, answers, or responses.
• Reviewing and making changes to customer accounts.
• Keeping records of customer interactions.

Gaborone, South-East, Botswana

• Worked directly with the retired client, scheduling their meetings and appointments. Communicated with 10+ clients on a daily basis.
• Explained complex information to clients to make them aware of their annuity options and helped them assess the relative merits of the different schemes.
• Responded to all inquiries, questions and complaints of clients in order to keep revenue generation of the division.

Botswana

• Educated clients on different investment options available in the market by conducting pre-retirement counselling and financial education seminars.
• Met personally with clients to assess their financial situation in order to present a financial plan that included both short- and long-term financial goals.
• Reached out to prospective clients and built a strong customer base.

Gaborone, Botswana

• Assessed and evaluated potential risks facing the Fund and identified the risk mitigation strategies to be applied.
• Implemented and reviewed the Risk Policy bi-annually or in cases was a need to make modifications to the policy to bring in line with the requirements of the legislation.
• Prepared and submitted the Fund's Risk Questionnaire on an annual basis or as and when Non-Banking Financial Institutions Regulatory Authority required.

Gaborone

• Provided periodic educational services to the Board of Trustees at board meetings.
• Delivered monthly accounting of transactions and an evaluation and presentation of the performance since inception date of existing money managers.
• Devised strategies for the growth of the fund by attracting new clients.
• Served as a liaison and representative of the Board of Trustees in dealing with investment managers and/or investment advisors.
• Conducted investment managers and/or investment advisor searches and the selection process when requested.

Plot 203, Independence Avenue, Gaborone

• Mentored and coached employees resulting in a 90% increase in productivity.
• Worked with senior management, including Chief Operations Officer and Managing Director to develop the strategy for the Division.
• Launched the Financial Planning Division CRM system and the Xplan Financial Planning tool.
• Conducted an introductory seminar of the Financial Planning Division to key stakeholders resulting in 98% attendance.
• Devised strategies for the development of the business by attracting new clients.
• Responsible for responding to all inquiry, questions & complaints of clients in order to keep revenue generation of the division.

Gaborone, South-East, Botswana

• Implemented policies and strategies to be adopted by the Fund.
• Conducted fund administrator searches.
• Kept up to date with developments in, and changes to, pensions legislation.

• Assisted with the publication of over 50 research publications in 5 years; with regards to Botswana’s local investment environment, economic, financial and market research for local blue chip companies.
• Summarised data describing current and long term trends in investment risks and economic influences pertinent to investments. Thereafter, drew charts and graphs to illustrate reports.
• Prepared asset allocation & portfolio rebalancing.

• Assisted management to complete all the various forecasts on listed companies.
• Ensured that all activities were fully up to date with all the latest financial instructions needed for report writing.
• Participated in projects, tenders and conferences conducted by the company (previously contributed on pension funds tenders, the roundtable inaugural for FinCraft, corporate social investment, corporate social.
• Maintained the FinCraft’s stock indices, trading market summaries, trend and ratio analysis.

• Worked with a team of 3 accounting clerks, creating financial reports for all company activities composed of 3 departments.
• Established and coordinated the implementation of accounting and accounting control procedures during the establishment of Local Enterprise Authority (LEA) offices country-wide for ArcSwana Architects (Pty) Ltd.
• Interacted with external auditors in completing audits.
• Assisted with the day-to-day efficient operation of the HR office.
• Prepared and reviewed budget, revenue, expense, payroll entries, invoices, and other accounting documents.

• Analysed and reconciled expenditure and revenue accounts.
• Assisted with the fiscal year-end and fixed asset accounting.
• Prepared and reviewed VAT returns.
• Maintained petty cash.
• Updated the trading market activity of domestic listed stocks.

Intermediate Certificate In Business Studies (Icibs)

Iisa: Cop, Basics In Retirement Funds

Association Of Accounting Technician (Aat)

Bgcse

Iisa: Cop, Long Term Insurance

Association Of Chartered Certified Accountants (Acca)