Kim Glover

Sales Account Executive

Brief info

I am a hard working individual, who is very loyal and trustworthy. I am ambitious and work hard to succeed in my working environment. I have tried several positions, but I have chosen to join a Sales team specializing in Digital Marketing.

As this is a passion of mine, and I am currently studying towards further education in this field of expertise.

I would like to strive to increase my position within my current place of employment, once I break into Management I will be ready for my next target and goal.


Report Writing assistant
Values request and queries
Client Investment Reviews
Policy schedules
Policy information
Change of personal and static details of clients
Data Capturing
Client servicing and queries
Update client files to comply with legislation
follow up on progress of investments
Compliance: FICA and internal compliance checks
Retirements / Early Retirements / Maturities
Computer Programs: Spotlight, MS Word, Excel, MS Outlook, Astute

Nedbank Corporate Saver
Processing of withdrawal instructions from clients
Transferring clients monies into fixed deposits
Placing notice on Deposits
Liaising with Nedbank Head office
Liaising with private wealth clients
Electronic filing of client information
Income changes and queries
Assisting with Client Queries
Update client files to comply with legislation
Checking all withdrawals forms to ensure that the forms have been completed correctly
Computer Programs and training: Nedbank Corporate Saver banking systems

Fiduciary Services:
I was responsible for the processing of Wills for our clients
Assisted clients when signing their Wills
Updating the Wills Register
Liaising with Sanlam for collection of Wills for Lodging to the Cape Town office
Computer Programs: Sanlam Will Software

Alexander Forbes Financial Services | October 2007 to 2011
Branch Assistant
Assistant to the Branch Manager
Control and accuracy of monitors
Compliance: FICA and internal compliance checks
Monthly reports: Attendance register for Dbn & PE Training report for Dbn & PE and skills development queries/reports
Managing of office stationery stocks
Secretarial Duties
General Administration
General office skills (binding reports etc)
Typing (MS Word, Excel etc)
Update electronic client files at all times
Update client files to comply with legislation
Data Capturing
Function Co-ordination
Assist with Marketing
Petty Cash
Ordering of Stationery
Postal Orders
Management of Diary
Photocopying, scanning, filing, faxing
Computer Programs: Qunitus, CRM, FPC.Net, Interface, MS Office Spotlight, MS Word, Excel, MS Outlook

Global Realty Elite | 2006 – 2007
Management of the Rental Department
Bank Reconciliations of rentals and levies paid
Making sure lease agreements are signed and up to date
Invoicing of Rental monies paid
General Office Duties