Verified recordFinancial Services

Daniel Gimesi

Wealth Service Specialist at Momentum

Based in City of Johannesburg, South Africa

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Seniority

Staff

Department

Customer/Client Service

Location

City of Johannesburg

Industry

Financial Services

Company size

5.9K

Contact information

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Email

1 credit

d•••••••@momentum.co.za

Phone

5 credits

+27 ••• •••• ••••

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Background

About Daniel Gimesi

Managing advisor productivity making sure they reach minimum standards, Ensuring no overuse or abuse of company facilities: internet usage and private calls, this includes overuse or abuse of leave. Doing needs analysis to find out how to better the department and then deciding on new procedures/measures, identifying training needs and setting up training docs as well as learning outcomes. Conflict resolution, between staff members where necessary action is appropriate Performance management for advisors who are not reaching target or are 20% below target to assist and motivate them to better their performance. Assist where there is any misinterpretation of the facility wording with clarity on the event/circumstances. Deciding outcome on all claims above which are referred by advisors, my current mandate is all rejected claims above advisor mandate are referred to me for perusal. Assist advisors with queries where they are unsure or are weary to make a decision on the outcome. Managing claim to loss ratio numbers do not become exorbitant, ensuring validation ratios are still intact. Authorising claim payments above and all payments to non-members Monthly audits on advisors, no set requirement I will audit on any KPI which the team struggles with to improve for the following month. Disciplinary action, handling informal advices and also issuing of warnings, verbal and written, ensuring that the staff member is aware of the gravity if the situation and the reason the informal has progressed and what the financial implication of the misconduct is, Monthly meetings with heads of department to discuss new trends in the department, a touch base with upper management. Also weekly meetings with TM to discuss any procedural changes. Complaints handling, I deal with complaints that are escalated internally or are sited on public forums, handling of the complaint from beginning to resolution and clients satisfaction.

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