Lerato Lebitsa Email & Phone Number

City Of Johannesburg, Gauteng, South Africa

• To grow AUM in our sustainable investment products and services• To have a leading role in the discretionary business development strategy• To provide investment proposals to new and existing clients using our risk profiler• To include active networking locally and internationally with travel to key target markets in order to buildrelationships with Trustees and Advisors and to enhance CIL’s international reputation• Establish key advisor/institutional client partnerships and seek suitable books of business• Work closely with the Business Development Managers for Platform and Banking to develop shared newbusiness opportunities• Hosting face to face and virtual meetings, seminars/webinars and events.• Provide demonstrations to clients, trustees or and advisors on CIL products and systems• Meet or surpass sales targets set at the beginning of the year, and fulfil other objectives as agreed withLine Manager from time to time.• Work with the Relationship Manager – Investment Management to ensure client relationships areestablished, maintained and retained with excellence.• Generate new business projects and initiatives, constantly thinking of new innovative ideas for increasingsales• Reflect with integrity the values of CIG as part of its public facing profile• Continuous improvement of statistical reporting of BD activity via CRM• To attend regular meetings on all areas of sales to ensure we are working as a team.• Engage closely with our Investment Management team to ensure that BD activity reflects our Conscious Capital investment approach• Work closely with Investment Management team and the Investment Committee to maintain and developmutually supportive relationship, ensuring constructive two-way feedback and improvements to helpincrease AUM.• Support relevant BD focused social media activity, including writing relevant BD and investment relatedblogs.

Illovo, Johannesburg

Business development person who represents Martello in South Africa & drives growth in offshore managed assets from the Independent Financial Advisory market in SA. Direct & internet-based meetings, presentations and attendance of key wealth management events. Build strong relationships across the sector & develop these into new, ongoing business flows into the equity and multi-asset investment strategies. Building and promoting the Martello brand across the markets, manage and maintain relationships on an ongoing basis. Develop a range of distribution networks for services, across the country, in order to reach sales targets.• Achieve/exceed set sales targets and objectives through execution of a strategic near/long-term plan.• Participate in regular sales and strategy/training meetings with Martello Jersey.• Provide agreed MIS relating to sales and business development progress within agreed timeframes.• Maintain a visible/active presence in the IFA marketplace, attending & presenting at key industry events and seminars.• Proactively develop new and existing leads in the IFA market, service them on an ongoing basis, ensuring achievement of business development targets.• Visit intermediary clients on a regular basis, to understand fully their investment requirements & maintain a strong profile as a service provider.• Manage sales pipeline, document and report all sales activity.• Liaise with the Jersey based Investment Directors to jointly present and develop new relationships where in-depth product knowledge or performance updates etc. are required.• Provide a readily available, locally based point of contact for enquiries about Martello’s investment services, liaise with the local and offshore parts of the business to ensure these are answered in a timely manner.• Provide support and a point of contact for account opening processes.• To ensure that the IFA support staff are aware of and trained in MAM products, and procedures.

Sandton, Johannesburg

Provide support to the Private Client Portfolio Managers, mainly a support function on all areas of transaction execution.  Provide support on all areas of transaction execution. Structures investments, manages and supports negotiation. Reviews work carried out in the area.  Performs market and investment opportunity analysis. Carries out valuations.  Carries out investigations.  Carries out due diligence exercises. Use product knowledge. Accountable for service delivery Accountable for managing own time, and output quality over periods of up to a year. Working with BD, ensuring client LA’s, RA’s, PRP’s, PRV’s have personal share portfolios incl.  Working together with IFA’s, intermediaries, BD brokers, Old Mutual IFA’s to enhance client investments, adding products that will increase investment performance to existing portfolios Makes increased contributions by broadening skills. Operations, implementing the right processes and procedures.

Sandton, Johannesburg

Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process). Responsible for the end-to-end finalization of a query or complaint. Often works across organizational boundaries to facilitate problem resolution. KRA's; • Client Service Delivery• Deals with all client instructions, queries or complaints and resolves issues to completion.• Uses knowledge of products to secure an end-to-end finalization of client instructions, queries or complaints.• Facilitates problem solution across organizational and market boundaries.• Responsible for managing reputation risk associated with noncompliance to regulatory requirements, non-adherence to set procedures, service levels and complaints.• Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.• Responsible for all administrative functions around client onboarding.• Responsible for all administration functions around client disbursements.• Responsible for the execution of portfolio transfers.• Responsible for the settlement of OTC trades.• Responsible for the collation and processing of corporate action elections.• Tax remediation submissions, capturing of FATCA & CRS certification.• Eximius troubleshooting.• Compliance, ensuring is compliant as per process and procedures. • Operations, implementing the right processes and procedures• Resolving queries which IFA’s, intermediaries, BD brokers, Old Mutual IFAs had regarding client portfolios and their performance• Answering any product queries which IFA’s, intermediaries, BD brokers, Old Mutual IFAs had.• Dealing with switches, disinvestments, new investments regarding retirement plans

Umhlanga

Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).Responsible for the end-to-end finalization of a query or complaint. Often works across organizational boundaries to facilitate problem resolution. KRA’s.• Client service delivery.• Deals with all client instructions, queries or complaints and resolves issues to completion.• Uses knowledge of products to secure an end-to-end finalization of client instructions, queries or complaints.• Facilitates problem solution across organizational and market boundaries.• Responsible for managing reputation risk associated with regards to noncompliance to regulatory requirements, non-adherence to set procedures, service levels and complaints.• Responsible for ensuring that service delivery to clients, intermediaries, IFA’s, FA’s, and brokers remains within business practice.• Responsible for all administrative functions around client onboarding.• Responsible for all administration functions around client disbursements.• Responsible for the execution of portfolio transfers.• Responsible for the settlement of OTC trades.• Responsible for the collation and processing of corporate action elections• Resolving queries which IFA’s, intermediaries, BD brokers, Old Mutual IFAs had regarding client portfolios and their performance• Compliance, ensuring is compliant as per process and procedures. • Operations, implementing the right processes and procedures.• Answering any product queries which IFA’s, intermediaries, BD brokers, Old Mutual IFA’s had.• Dealing with switches, disinvestments, new investments regarding retirement plans

Tuscany Office Park, Rivonia Johannesburg

• Lead operations initiatives in the group to build a high-performing, world class service.• Support the management team and the management team's process.• Creating and implementing strategies which will position the company accurately within the financial services sector.• Identify the company's needs and construct a plan to meet these goals. • Direct, motivate, coach and develop team members.• Training staff and referral agents on financial sector procedures. • Participate in business planning.• Marketing Inkunzi service offering. • Acquiring new clients and managing existing clients (client relationship management). • Selling Allan Gray investment products to clients. • Drafting and compiling company documents i.e. Procedure manuals etc. • Compliance, working together with the independent compliance lady to ensure everything is compliant. Ensuring that the company is compliant as per FSB & FAIS regulations. • CRM trading system project team member. • Responsible for ensuring that service delivery to clients, intermediaries, IFA’s remains within business practice.• Responsible for managing reputation risk associated with regard to noncompliance to regulatory requirements, non-adherence to set procedures, service levels and complaints.• Compliance, working together with the independent compliance lady to ensure everything is compliant.• General bookkeeping, journal entries for all receipts, payments, and other financial transactions. Filing source documents for all journal entries recorded.• Operations, implementing the right processes and procedures. Formulating strategy, improving performance, procuring material and resources, and securing compliance

• Opening client accounts.• quality check on all mandates and FICA information.• Offshore platform administrator.• Allocation of trades.• Portfolio transfers.• Interact with PCS back-office settlement agent.• Carry accounts.• Currency trades. • Reporting trades to clients. • Follow up on debit lists. • Collate Corporate Actions with Portfolio Manager and Client. • BDA processing. • Provide clients with share prices. • Client payments and providing clients with portfolio values. • Resolve client queries. • Attend to administrative requests, and queries. • Liaise with clients telephonically and in writing. • Perform all administration pertaining to investments in various investment products. • Investments, disinvestments, transfers, switches of wealth products such as RA's, LA's, PSP's, Unit Trusts etc. • Providing client with PCS experience. • Estate Late - administration; opening estate late accounts, estate late FICA, changing existing accounts to estate late.• Compliance, ensuring is compliant as per process and procedures. • Operations, implementing the right processes and procedures.

Ba (Political Science & English), Politics, English

Activities and Societies: Humanties Faculty Council - Projects & Campaigns (2006), SASCO member, BMF member 2006. Leadership roles, class.

Class Of Business, Investments And Securities

Investments Forex Investments Structured Deposits Pension Fund Benefits Short-term and Long-term Deposits Long-term Insurance

Regulatory Exam, Re5

RE5 Representative exam

Master Of Arts (Ma), Social Policy

(Left with Thesis and 6 months course work)

Matric (Grade 12), 12

Activities and Societies: Hockey (indoor & outdoor)