Mandy Greyling Email & Phone Number

Johannesburg, Gp, Za

South Africa

South Africa

Sandton

Managing client expectationsBuilding relationships and internal stakeholdersBusiness development , looking at what the client needs to grow their business and what Silica can offer to make them more successfulTaking the clients strategy and building processes for the client to achieve their objectives.Automation of processes including building and training the process for online dashboards

Johannesburg Metropolitan Area

Setting up a new franchise office , with training , implementing processesManaging the office environment ( Managing office budgets and expensesLiaising processes with the staff and Discovery head office

Johannesburg Area, South Africa

Management of the Front Office operations for Discovery InvestTransferred to Discovery Invest as part of a core team of specialists to setup the business processes and recruit appropriate staffEstablished call centre and processesSetup systems for each business process : commission payments, processing new business applications, withdrawal processes, complaints, transfers ( Section 14 and Directive 135 ) Servicing of existing business including premium increases/decreases, fund changes. Client communication documentsResponsible for all complaints resulting from incorrect fund allocations etc.Ensuring that the team processed all new business transactions and any changes to existing business, withdrawals, transfer of business.Management of full HR function for a front office team of 12 personal and 15 call centre agentsResponsibilities for the relationship of key brokers with regards to maintaining relationships and ensuring business transactions were processed in line with Service Level agreementBudget managementRisk managementService perceptions and client relationshipsOngoing ISO9001 management Data integrity processesTesting of all projects/system improvements and system changes that need to be implementedResponsible for testing of Disaster recovery processes

Johannesburg Area, South Africa

The initial setting up of all business processes to implement with the launch of Discovery Financial Consultants divisionHR related documentation for all new agents (recruitment, contracts)Budgets, and office setups

Sandton

As a commission specialist I moved into the Discovery Life environment to convert the commission calculations from the holdings company system to the Life system.From there assisted with the testing of commissions for all future launches

Sandton

Managed the commission processes for Discovery Holdings.

Johannesburh

Started as a junior clerk within the credit control department, moving through the various business processes, Claims, Servicing. Last position was the manager of the commissions department , processing commission payments , queries and contracting new advisors

Certificate In Financial Planning - Nqf Level 5, Cfp Nqf Level5

Studied CFP- NQF Level 5

Project Management, Project Management

Activities and Societies: Including processes and techniquesProgramme management

Matric, High School/Secondary Diplomas And Certificates, 12

Matric, Higher Education/Higher Education Administration, 12

Activities and Societies: Athletics team

Matric, Matric

Finished Matric