Portia Khumalo

Manage and maintain relationships with clients, ensuring that they receive exceptional service and Support. Develop and execute strategies to increase client satisfaction, retention, and profitability. Identify and develop new business opportunities, including cross-selling and up-selling products and Services. Collaborate with other departments, such as Sales and Marketing, to develop and implement client engagement programs.

Monitor and analyse client activity, identifying trends and opportunities for improvement. Provide regular reports on client activity and performance Ensure compliance with regulatory requirements and company policies and procedures. Provide training and support to Introducing Brokers on the use of trading platforms and other products and services. Attend industry events and conferences to stay up to date on market trends and developments.

Maintaining contact with internal and external client relating to business analysis. Reporting to the CEO monthly.

Looking for new business, closing new partners, generating net deposits and managing high networth clients. Provide support in enhancing the process of documentation for enhancing procedures and operations. Collecting and documenting business requirements.

Furthermore, provide inputs for implementation of technology for business solutions. Moreover, assist in business planning, analysis, evaluation, and minimizing business risk, and streamlining the business in the financial service space. Maintaining contact with internal and external “client/customers” relating to business analysis

Calling new affiliates, introducing the company and ascertaining the needs of the affiliate. Manage the retention of affiliates and their clients to ensure maximum capacity. Achieving all sales targets on a consistent basis outlined by the Business Development Team Leader. Follow up on leads for prospective clients.

Maintain high levels of client acquisition, retention and reactivation by assuring company profitability and industry competency. Approving application forms along with documents using KYC procedure of potential affiliates. Most importantly, coming with innovative ideas to create hot leads for the business and doing events with IB’s.

Analyze business processes, systems and help build the business model to reach customers. Run business and strategy development, creating, and delivering presentations and managing project budgets.

Building and maintaining strong relations with internal and external business units, entities, key stakeholders and peers to ensure the correct focus and support for productivity to recruit potential clients. developing plans for analysis to include proposals to achieve agreed targets and effective planning. Assisting with the development and preparation of the organization’s strategy and general business planning Subject to agreed criteria, recruitment, training, set action and targets, appraise, and manage performance, development, coaching and general support of all your team members to ensure targets are met

Strategize and execute marketing plan to increase and acquire new student enrolment Raise funds and awareness for No Student Hungry Campaign, Textbooks and Food Collection Campaigns Strategies team building activities Coordinated with local newsletters, magazines and radios Monitor and analyze local market for opportunities and educational changes then construct forecasts and analytical models Organize and host over 200 student campaigns p.m and coordinated with local newsletters and radios for more Brand exposure by 40% and project succession.

Being a professional representative and advisor for a musician or band. Help build an artist's career and get their music in the hands of producers and label executives, as well as negotiating contracts and setting up tours.

Biggest Highlight: Working with Tony Duardo ( third biggest music producer in Africa) to do an EP for my upcoming artist and assist manage big profiles as Uncle Waffles and Seekay.

Social Media and Marketing Collaborated with NYC Africa to produce effective marketing for social media Launched monthly Facebook and Instagram campaigns Coordinated with local newsletters and radios for more Brand exposure Run social media contests to increase engagement among followers and influencers Create designs for social media posts and filters Developed unique brand identity through best practices research and analysis: identified market gaps and unidentified key differentiators between competitors Managed digital content for social media to increase employee engagement and attract external talent with multimedia storytelling.

Business Consultant Set goals, determine plan of action, and mobilize resources to execute goals Participate in client discussions and brainstorm sessions to understand needs and propose creative ideas for branding and sales increment