ANGELA KEBAABETSWE

•Devising lead generation initiatives, driving business growth through successful and consistent client interactions both retail and corporate.

• Assumed interim leadership roles, effectively representing the Business Development and Operations Managers as delegated by the CEO.

• Addressing client inquiries, collaborating with Operations and Investment Management Team to ensure swift resolution.

• Regularly working with the operations team to guarantee prompt processing of redemptions and investments, adhering to strict banking timelines.

• Delivering exceptional personalized client service, including monthly visits, document delivery such as fund statements, and tailored communication.

• Compiling and reporting operational issues to Investment Management and Back-Office Teams, contributing to the development of effective solutions.

• Diligently updating CRM System with sales activities, ensuring accurate tracking and management of client interactions.

• Overseeing the collection and collation of financial product information, supporting the Business Development Manager with market research for product innovation.

• Managing comprehensive analysis of client data across various timeframes to inform business intelligence strategies and identify upselling opportunities.

• Creating and maintaining a detailed database of clients from our agents activities as well as from our CRM software and using it to analyze performance metrics, fostering an environment of accountability and continuous improvement.

• Attending networking events to build relationships with potential clients.

• Organizing webinars and presentations related to the company's products and services.

•Streamlined property financial management, including daily reconciliation of accounts and financial statements.

• Implemented efficient weekly petty cash reporting for the commercial and residential property as well as the farm owned by the company.

• Executed timely payments for property-related expenses and supplier invoices.

• Managed tax compliance, including withholding tax, VAT submissions, and shareholder dividend distributions.

• Oversaw rent collection processes and generated monthly invoices for all properties.

• Enhanced customer relations through weekly property visits, addressing client concerns and providing support.

• Administered rent escalations, lease agreement negotiations, and property checklist oversight.

• Directed payroll operations and supervised personnel across commercial property portfolios.

•Identified new prospects and clients and marketing products and services through strategic online and in-person marketing initiatives.

•Conducted comprehensive needs analysis to tailor financial advice and product recommendations.

•Advising, guiding and recommending a diverse range of products and policies through various communication channels such as phone, email and LinkedIn.

•Ensured that sales targets are met and regularly submitting reports on monthly performance and activities done.

•Expertly managed data entry, executed accurate reconciliations, and maintained ledger accounts and cashbook balances.

• Skillfully prepared comprehensive management accounts.

• Diligently verified and posted transactions in the general ledger, ensuring precise recording of purchases and sales.

• Efficiently updated accounts payable ledger, processed payments, and reconciled historical vendor invoices.

• Proficient in preparing VAT calculations utilizing QuickBooks software through accurate analysis of the data.

• Actively assisted in and facilitated client meetings, fostering strong professional relationships.