Thusa Moyo Moyo

• Liaising with Financial Planners to ensure that investors’ applications are processed timeously. • Helping Financial Planners track investors’ applications. • Creating healthy relationships with Financial Planners nationally. • Alerting Financial Planners to required supporting documents for investment applications. • Ensuring that investment applications comply with legislation. • Ensuring that Service Level Agreements and turn around times are adhered to at all times. • Resolving queries raised by Financial Planners and investors. • Helping Financial Planners and investors with their withdrawal applications. • Providing relevant documents to Financial Planners and investors according to product type. • Sourcing outstanding documents from the Financial Planners and the investors. • Acting as the link between Financial Planners, investors and the company. • Educating Financial Planners, Wealth Managers, Independent Financial Advisors and investors about the new products, systems and processes. • Ensuring that all new developments are communicated timeously to all the stake holders. • Delivering impeccable service to all the stake holders. • Recommending process changes. • Building, nurturing and managing healthy relationships with Financial Brokers and investors. • Constantly ensuring that I have a thorough understanding of the new financial trends in the market place both locally and internationally. • Establish and manage strong relationships with financial planners including business managers

Educating financial planners about the Ashburton Investments products, processes, forms, fund fact sheets, required applications supporting documents, legal implications and financial impact of these processes. Building intense, active and loyal relationships with the investors and financial planners. Helping financial planners and investors interpret investment statements. Assisting financial planners complete investment quotations and put together the relevant applications and supporting documents as demanded by specific investment products. Explaining legislation governing the specific investment products. Being the primary referral point for walk-in investors and helping resolve queries and misunderstandings. Educating colleagues about the correct investment processes and product rules. Keeping abreast with the trends in the financial markets, both locally and internationally.