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Nontokozo Khumalo

Nontokozo Khumalo

Cape Town

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RE:CM

Institutional Client Manager

My current job involves institutional client retention, reporting to the CEO and providing strategic input on client matters. I am involved in setting up and hosting client meetings and client events. I have presented on firm products, including pitching for new business. I handle institutional client and prospective client queries and disseminate updates and portfolio commentary. I have been involved in the collation of portfolio commentary and strategic changes to marketing collateral. I distribute survey information and complete all due diligence documents. I write media summaries for the firm website landing page and was the full time Media Consultant for business for a year until we interviewed and hired a Marketing Assistant, allowing me to focus on clients. My role as Media Consultant involved setting up media interviews for TV, print and online media and managing the relationship with the firm's media company, including setting up media round tables and managing and providing edits to media releases. I also drive some of the client agreement drafting processes with input from the Compliance team. I drive some of the FICA and KYC document collation processes. I scored well in my performance appraisal.

Career medium 05
Career
Career medium 05

Afena Capital

Marketing Associate

The role included institutional client information dissemination, completion of due diligence documents, liaison with Brand Manager on marketing initiatives, managing the stands at industry events, updating fund fact sheets, completion of institutional client quarterly reports and preparation of slides for presentations. During my time there I reported to the Head of a Institutional Business Development.

Career

Coronation Fund Managers

Retail Product Analyst

I was hired as a Trainee Account Manager within the Retail Investments team at Coronation reporting to the Head of Retail, with responsibility for fund fact sheet output, dissemination of product information, presentation pack collation and updating of graphs and other presentation pack information and due diligence questionnaires. I was part of the project team for designing the new factsheet, including tabling some drafts at project team meetings.

Career medium 01
Career

Guardrisk Insurance

Business Development Manager

I was responsible for client retention, building new relationships and pitching Rent a Captive risk financing products to potential corporate clients.

Hollard

Graduate Trainee

Trainee Business Development within the Risk Capital Division.

University of Cape Town Graduate School of Business

M Com (Part Time), Development Finance

Completed coursework, currently working on dissertation.

University of the Free State

Post Graduate Diploma, Financial Planning

Qualification required to become a Certified Financial Planner. I am currently an FPI member.

University of the Witwatersrand

Bachelor of Commerce, Finance, Insurance and Risk Management