Mavwati Banda

• Customer Service
• Maintaining Accuracy in Benefits Computation and Processing.
• Ensuring all client operations are undertaken through stipulated online platforms.
• Recording and Updating pension contributions payment and Generating Receipts.
• Ensuring Members’ contribution records are updated timely and accurately.
• Preparing quarterly reports for presentation to Board of Trustees.
• Ensuring compliance of pension schemes to PIA regulations and Scheme Rules and timely submission of PIA Returns Data.
• Maintaining accurate and up to date member records and upholding compliance and adherence to Service level Agreements.
• Updating pension and benefits processes to ensure they are streamlined and efficient.
• Collaborating with employers and employees to ensure benefits are received in full.
• Communicating with members about their pension plans, such as providing information about benefit changes or updates to paperwork requirements.
• Assisting retired members to process of acquire annuities.

• Sold various motor vehicle insurance products through a mobile application.
• Helped Clients to access and understand their motor insurance needs and recommended best suitable solutions.
• Provided a convenient and faster way for drivers to access motor insurance.
• Developed strong relationships with clients through excellent customer service and regular followups.
• Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
• Improved overall customer satisfaction by promptly addressing concerns and providing tailored solutions.

• Provided financial planning support to clients.

• Supported investment professionals to cultivate client relationships.

• Prepared Financial plans and fact checked their accuracy.

• Sourced clients of medium to High Net worth.

• Educated clients on various investment options and guided them in making informed decisions, leading to improved financial outcomes.
• Maintained a deep understanding of clients'' financial objectives by conducting regular reviews and adjusting strategies as needed.
• Developed personal and professional rapport with each client to maintain customer loyalty and establish long-term accounts.