Nadia Momplé

Experience

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  Standard Bank Group

  Jan 2006 - Jan 2007

  Credit Card Agent

  Key performance areas were credit card delivery, all queries relating to credit cards, branch liaison, as well as escalations on credit card.

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  Discovery Limited

  Sept 2007 - Mar 2013

  As a Fund Coordinator for Discovery Inhouse I managed a client portfolio of from 2000 to 40 000 medical aid members,build and maintains strategic relationships with partners and members of the medical aids I coordinate,maintain and manage regular contact with the Board of Trustees and various committees to ensure Client Due Diligence (CDD) along with financial and administration management,manage all meetings, present operational issues and concerns and progress to operations committees and Trustees, present additional funding requests to medical review teams, manage several diaries including organizing meetings, seminar bookings, training courses . Attending these sessions to ensure minutes are taken accurately and that venue and requirements are met.Meet regularly with Principal Officers and Key stakeholder to ensure that all queries and concerns are addressed. Meeting monthly with the head of the various business areas that service my schemes to discuss monthly dashboard and outliers or low scores in results. Ensuring plan of action is in place to correct issues and following up that it’s been done.Regularly liasing with the Council for medical schemes on the schemes rules, complaints as well as updates to the trustees and sub-committees. Collation of agenda's and meeting packs for Board of Trustee, Operations, Ex-Gratia, Finance, Risk, Investment, EXCO as well Benefit Review Committee Meetings. Creating creative, visual, effective and professional presentations and managing and implementing well defined projects and events.Manage internal relationships to ensure that all areas of concerns that have been addressed are proactively being managed and resolved within agreed timelinesManaging all escalated queries.Coordinate drafting and customisation of all standard scheme communication (fact files, brochures, etc.) Management of all scheme contracts with providers through Discovery Health as well as externally. Show less Duties and responsibilitieso Dealing with fielding calls, emails and letters of complaints channeled to VitalityCreating letter requests from various divisions within Vitality that fall in line with discovery guidelines.o Responding to emails from clients, internal staff, DCS Franchise, DFC Franchise SEAL Broker Consultants and Brokerso Following up and escalating queries sent to other divisions and dealing with all queries up until resolution.o Investigating service related complaints that come through correspondence and seek resolution through coaching and resolving the query.o Providing in depth product knowledge on the Vitality product and its ancillary products.o Making flight, car and hotel booking on behalf of members.o Assisting with navigation and registration on the discovery website. o Routing complaints and issues to the relevant divisions and following up with members once feedback is received. o Activating any of the ancillary products where necessary.o Following up with Vitality partners on queries that could be resolved immediately (telephonically) with them.(using initiative on the type of query)Capturing points that members accumulate by having vitality and participating in various partner events.o Building and establishing relationships at all levels with external partners and internal departments to facilitate expeditious resolution of querieso My key performance area is Vitality. o What I find an accomplishment thus far is all the compliments I receive from our members and management Show less o Providing accurate and exceptional product related queries to all Vitality clients via inbound and outbound calls.o Maintenance of Vitality client’s queries I logged accurately and timeously.o Actively display the Discovery Service Standards.o Dealing with all queries through to resolution.o Working on Discovery Systems (Paradigm).o Administrative management of all Vitality clients and brokers.o Attend to general administration requirements of team.o Investigating and resolving complaints assigned to me.o Providing in depth Vitality product knowledge and assistance to members and brokers, advising on in depth process to follow with each of our partners involved in the product.o Making flight, car and hotel booking on behalf of members.o Assisting with navigation and registration on the discovery website routing complaints and issues to the relevant divisions and following up with members once feedback is received activating gym memberships and active policies.o Activating vitality and ancillary benefit membership. o Following up with partners, making purchases on vitality mall on behalf with members, reversing any incorrect purchase etc. o Capturing points that members accumulate by participating in the benefit. New duties include escalating inquiries with the relevant team leaders and coaching consultants on incorrect inquiry logging process.o My key performance area is vitality. o What I find an accomplishment thus far is all the compliments I receive from our members on a weekly basis Show less o Use of email, letters, and telephone to contact debtors and ensure payment of outstanding invoices.o Credit check and list active and withdrawn members after the 120 day collection has failed.o Keeping a record of all communication with the customer, this is important when there are payment problems and the account becomes legal, these records are needed for court proceedings.o Creating and balancing of reconciliation statements Reconciling accounts on member and provider lelber and do the same for the month end for the whole debtor ledger.o They report to management on outstanding issues and inform them early of potential debtor’s problems.o Reporting bad debt that may need to be written off.o Following up with lawyers on deceased members estates for payment of outstanding clawbacks.o Reporting of all information on a system called Cheetah and magic debtdoing financial needs analysis where required and offering possible solutionsBuilding and maintaining relationships with internal and external clients Show less

  • Fund Coordinator

    Jun 2010 - Mar 2013

  • Client Relationship Manager

    Oct 2009 - May 2010

  • Vitality Service Consultant

    Apr 2008 - Sept 2009

  • Credit Controller

    Sept 2007 - Mar 2008
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  EssentialMED

  Mar 2013 - Jan 2014

  As General Manager of Essential Med, my duties encompass me directing, promoting, and coordinating the operations of Essential Med in a manner that will optimize Essential Med’s market share and savings, improve Essential Med’s efficiency, help achieve the Essential Med’s mission and goals, and result in outstanding customer service. My role as General Manager of Essential Med involve supervision by increasing management's effectiveness by recruiting, selecting, orienting, training, coaching, counselling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities, public relations, marketing, profitability and sales, service, reporting, capital requirements, and other duties as assigned by the CEO of Essential Group. I always maintain a positive attitude that promotes team work within the Essential Med and a favourable image of Essential Group. I manage the sales and marketing aspect of Essential Med within the Head Office, oversee the administration on the claims and operational aspect, and manage the KZN and Gauteng region. Show less Achieving marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans;implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; implementing change.Meeting marketing and sales financial objectives by forecasting requirements; scheduling expenditures; analyzing variances; initiating corrective actions.Determining annual and gross-profit plans by forecasting and developing annual sales quotas for regions; projecting expected sales volume and profit for existing and new products; analyzing trends and results; establishing pricing strategies; recommending selling prices; monitoring costs, competition, supply, and demand.Accomplishing marketing and sales objectives by planning, developing, implementing, and evaluating advertising, merchandising, and trade promotion programs; developing field sales action plans. Identifying marketing opportunities by identifying consumer requirements; defining market; forecasting projected business; establishing targeted market share. Improving product marketability and profitability by researching, identifying, and capitalizing on market opportunities; improving product packaging; coordinating new product development. Sustaining rapport with key accounts by making periodic visits; exploring specific needs; anticipating new opportunities. Providing information by collecting, analyzing, and summarizing data and trends. Develop strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives. Develop and review budget and goals with staff within 60 days of fiscal year end. Accomplish marketing and sales human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees. Show less

  • General Manager

    Mar 2013 - Jan 2014

  • Sales and Marketing Manager

    Mar 2013 - May 2013
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  Essential Group

  Jan 2014 - Jun 2014

  Head of Sales and Marketing

  As Head of Sales and Marketing within EG, my role entailed managing the sales and marketing entities of the business. My roles included but was not limited to determining annual unit and gross-profit plans by implementing marketing strategies; analysing trends and results, establishing sales objectives by forecasting and developing annual sales quotas for regions and territories; projecting expected sales volume and profit for existing and new products, implementing national sales programs by developing field sales action plans, maintaining and improving sales volumes, product mix, and selling price by keeping current with supply and demand, changing trends, economic indicators, and competitors, establishing and adjusting selling prices by monitoring costs, competition, supply and demand and legislation, completing national sales operational requirements by scheduling and assigning employees; following up on work results, maintaining national sales staff by recruiting, selecting, orienting, and training management, maintaining national sales managers job results by counselling and disciplining employees; planning, monitoring, and appraising job results, maintaining professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies, contributing to team effort by accomplishing related results as needed. Responsible for planning, development and implementation of the groups marketing strategies, marketing communications, and public relations activities, both external and internal. Overseen development and implementation of support materials and services for chapters in the area of marketing, communications and public relations. Directed the efforts of the marketing, communications and public relations staff and coordinated at the strategic and tactical levels with the other functions of the Organisation. Show less

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  Old Mutual South Africa

  Jul 2014 - Dec 2018

  Sales Manager

  Achieving marketing and sales operational objectives by contributing marketing and sales information and recommendations to strategic plans and reviews; preparing and completing action plans;implementing production, productivity, quality, and customer-service standards; resolving problems; completing audits; identifying trends; implementing change.Meeting marketing and sales financial objectives by forecasting requirements; scheduling expenditures; analyzing variances; initiating corrective actions.Determining annual and gross-profit plans by forecasting and developing annual sales quotas for regions; projecting expected sales volume and profit for existing and new products; analyzing trends and results; establishing pricing strategies; recommending selling prices; monitoring costs, competition, supply, and demand.Accomplishing marketing and sales objectives by planning, developing, implementing, and evaluating advertising, merchandising, and trade promotion programs; developing field sales action plans. Sustaining rapport with key accounts by making periodic visits; exploring specific needs; anticipating new opportunities. Providing information by collecting, analyzing, and summarizing data and trends. Develop strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives. Develop and review budget and goals with staff within 60 days of fiscal year end. Accomplish human resource objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees. Show less

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  Karama Jinaza Cover

  Jul 2018 - now

  Business Owner

  oversee and manage the company’s business; are in charge of all strategic and operational decisions of the company and are responsible for ensuring that the company meets its statutory obligations. My priority is to promote the success of the company for the benefit of its clients as a whole.

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  Wealth Doctors (SA)

  Oct 2018 - now

  Franchise Director

  Wealth Doctors, an Old Mutual Franchise, offers end to end Financial Solutions, from debt counselling, financial advice to accounting services. We are disruptive and innovative in our thinking and deliberate in executing a hybrid between financial coaching and planning. Contact us for a holistic approach to helping you with a bespoke financial plan that will not only suit your needs but your pocket too.

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  Metaf.in BlueStar

  Oct 2023 - now

  Authorised Principal

  As an Authorized Principal at Metaf.in Financial Services, I hold a crucial role that encompasses leadership, regulatory compliance, client relations, strategic planning, talent development, and innovation.I provide leadership and mentorship to our Financial Advisors, fostering a culture of excellence and helping them reach their full potential. Regulatory compliance is a top priority, ensuring our operations align with industry regulations and standards.Client relations are fundamental; I build trust-based relationships, ensuring our advisors meet each client's unique financial needs with transparency and integrity. Strategic planning and business development drive our growth, and talent development ensures our team's ongoing success.In an evolving industry, innovation and digitization are key. I implement technological advancements to enhance client offerings, improve efficiency, and keep us at the forefront of financial services.In summary, my role as an Authorized Principal at Metaf.in Financial Services combines leadership, compliance, client focus, strategy, talent development, and innovation, all with a commitment to ethical standards and excellence in financial services. I am proud to be part of the Metaf.in team, shaping the industry's future and making a meaningful impact on our clients' lives. Show less