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Khanyisa Ngobeni
A results-oriented professional with about four years experience in Financial Services and Retail industries. A diligent team player with an admirable work ethic who derives intrinsic satisfaction from assisting organisations and/or clients meet their needs. She is keen on being part of an outstanding work team where she can apply her theoretic knowledge and skills acquired to date to deliver notable results that will enhance organisational excellence.
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Show profile Hide profile•Quality Control (New Business, Additions, Consolidations, Intertrans and Switch Transfers)
•Check documents for Group Retirement Annuities-Section 14/37
•Verify that all information appearing on the client pack is in line with instructions on AWD, supporting documents and history notes
•Follow up on information that needs clarity before issuing client pack
•Dealing with and resolving queries timeously and efficiently and within Service Level Agreement (SLA)
•Communicating progress through updating AWD timeously
•Record any errors` as soon as they are identified and make changes on the IMS4 People Management System where necessary
•Pull the 'Queue Monitor Report' daily to identify unclosed cases on AWD and monitor resolution thereof
•Pull 'EG Completed Cases Report' daily to identify unclosed cases on CMC and monitor resolution thereof
•Investigate and resolve all external client document queries in the LISP Post QC email query box within the agreed Service Level Agreement (SLA)-Escalations within an hour of receipt and general queries within 24 hours of receipt
Assistant Planner at Edcon (October 2012-November 2014)
•Assisting the Specialist Planner to set seasonal divisional merchandise inventory parameters and manage that inventory to achieve sales, turn, and return-on-investment goals in close partnership with the buying team
•Assisting the Specialist Planner with utilising open to buy metrics to make pre-, in, and post-season inventory management recommendations or decisions.
•Assisting the Specialist Planner in managing the seasonal open to buy, advising the buying team on inventory levels and controlling merchandise flow
Risk and Compliance Graduate at Nedbank
•Assisting line management with its responsibility to identify, evaluate, monitor and report risk within Nedbank Branch Networks
•Assisting line management with its responsibility to ensure that Nedbank Branch Networks complies with all relevant statutory regulations such as Financial Intelligence Centre Act (FICA), Financial Advisory Intermediary Services Act (FAIS), National Credit Act (NCA), etc.
•Quality Control (New Business, Additions, Consolidations, Intertrans and Switch Transfers)
•Check documents for Group Retirement Annuities-Section 14/37
•Verify that all information appearing on the client pack is in line with instructions on AWD, supporting documents and history notes
•Follow up on information that needs clarity before issuing client pack
•Dealing with and resolving queries timeously and efficiently and within Service Level Agreement (SLA)
•Communicating progress through updating AWD timeously
•Record any errors` as soon as they are identified and make changes on the IMS4 People Management System where necessary
•Pull the 'Queue Monitor Report' daily to identify unclosed cases on AWD and monitor resolution thereof
•Pull 'EG Completed Cases Report' daily to identify unclosed cases on CMC and monitor resolution thereof
•Investigate and resolve all external client document queries in the LISP Post QC email query box within the agreed Service Level Agreement (SLA)-Escalations within an hour of receipt and general queries within 24 hours of receipt
Assistant Planner at Edcon (October 2012-November 2014)
•Assisting the Specialist Planner to set seasonal divisional merchandise inventory parameters and manage that inventory to achieve sales, turn, and return-on-investment goals in close partnership with the buying team
•Assisting the Specialist Planner with utilising open to buy metrics to make pre-, in, and post-season inventory management recommendations or decisions.
•Assisting the Specialist Planner in managing the seasonal open to buy, advising the buying team on inventory levels and controlling merchandise flow
Risk and Compliance Graduate at Nedbank
•Assisting line management with its responsibility to identify, evaluate, monitor and report risk within Nedbank Branch Networks
•Assisting line management with its responsibility to ensure that Nedbank Branch Networks complies with all relevant statutory regulations such as Financial Intelligence Centre Act (FICA), Financial Advisory Intermediary Services Act (FAIS), National Credit Act (NCA), etc.
