One Mokokwe

Reporting to: Managing Director, Minet Botswana Retirement Solutions

• Overseeing a portfolio of 30 pension fund clients
• Assuming the Principal Consultant role in relation to the advisory function
• Directing major client engagements
• Organising and overseeing departmental assignments and initiatives to drive operational excellence
• Identifying and communicating customer needs to internal and external stakeholders
• Recruiting employees for the Pension Consulting department.
• Supervising and performing human resource management functions for 11 subordinates.
• Cultivating positive rapport with fellow employees to boost morale and promote employee retention.
• Establishing team priorities, maintaining schedules and monitoring performance.
• Evaluating employee performance and conveying constructive feedback to improve skills.
• Identifying revenue/ income opportunities and cross-selling, in collaboration with the new business team

Reported to: Consulting Manager, Pension Consulting

• Assumed the role of Principal Consultant for xx pension funds
• Responsible for pension fund benefit structure design and review
• Oversaw the on-boarding of new clients including drafting of Fund Rules in conformity with the adopted benefit structure
• Developed custom solutions based upon clients' strict requirements
• Determined areas for improvement and implemented processes to alleviate problems
• Prioritised projects and project tasks depending on key milestones and deadline dates
• Ensured client satisfaction, retention and expansion through co-ordinating all internal and external contacts
• Maintained satisfactory business relationships with all stakeholders
• Continuous engagement with Fund actuaries, asset consultants, asset managers and auditors in relation to year-end and other activities including actuarial valuations, review of the Fund investment strategy, investment performance and communication to pension fund members
• Renewal and review of service provider contracts
• Ensured compliance with regulatory requirements
• Ensured the development (quality and timeliness) and distribution of meeting papers and minutes
• Ensured accuracy and timely distribution of correspondence eg newsletters, trustee reports, member booklets, letters to clients
• Ensuring enforcement of all turnaround times as per the service level agreement
• Supervising, training and up-skilling of employees in the Pension Consulting division
• Streamlined processes to cut downtime and optimize employee productivity

Reported to: General Manager, Consulting

• Responsible for pension fund portfolios which were primarily in the private sector, and advised clients on pension fund-related matters
• Remained abreast of developments in the industry, while ensuring that service standards were maintained at all times
• Conducted insured benefit renewals and reviews, investment reviews and benefit structure reviews
• Generated income from funds managed to contribute to the profitability of the business by providing professional, quality service and consulting advice to clients
• Conducted insured benefit renewals and reviews, investment reviews and benefit structure reviews
• Prepared and presented meeting papers for quarterly trustee meetings including presentation of cashflow statements, administration reports and trust registers
• Ensured compliance with relevant legislation and internal compliance checks
• Managed a team of 7 employees and was involved in the hiring, training and professional growth of employees.
• Prepared new business proposals, initiated and attended new business preliminary meetings and conducted new business presentations to various stakeholders
• Ensured client satisfaction, retention and expansion through co-ordinating all internal and external contacts
• Formulated and delivered presentations - oral communication to Members via presentations, written communication to Members and service providers
• Trained and developed staff to the required level of competency, and motivated staff through appraisals and goal setting

Reported to: Chief Executive Officer

• Delivered financial literacy campaigns on radio to solidify new client opportunities and generate new business, through discussion of various issues relating to unit trusts and financial planning
• Conducted presentations to institutional and retail clients, including treasury and investment committees
• Developed and maintained client relationships in the mining sector
• Prepared monthly Executive Committee reports including collating information and conducting analyses and commentaries on assets under management, cash flows and other important aspects relating to the objectives of
• Generated weekly reports including analyses of cash flows per fund, prospects, major subscriptions and redemptions and fees and movements as well as variances between actual and budget figures
• Prepared reports to support executive decision making.
• Prepared financial planning proposals
• Advertised and prepared articles for the press
• Kept meticulous client notes and updated account information in company databases.

• Generating leads for financial consultants
• Cleaning out the Standard Bank Financial Consultancy (SBFC) Orphan Client Base
• Setting appointments for financial consultants
• Attended training courses to build an understanding of processes, techniques and the industry
• Performed administrative functions, answering phones and filing paperwork in support of department
• Acted with integrity, honesty and knowledge to promote culture of company
• Maintained punctuality in work attendance and project completion

• Recording debits and credits
• Reconciliation of statements
• Cashiering