Nomsa Sambo - Investment Specialist - Stanlib Asset Management Company | Himalayas
Nomsa SamboNS
Open to opportunities

Nomsa Sambo

@nomsasambo

Experienced Client Relationship Manager with a focus on B2B and B2C.

South Africa

What I'm looking for

I seek a role that values strategic thinking and client relationships, offering growth opportunities.

I am a strategic and results-driven Client Relationship Manager with over 10 years of experience in both B2B and B2C environments. My proven track record in enhancing client satisfaction and retention is a testament to my effective relationship management and innovative CRM strategies. I excel at developing impactful campaigns that not only drive sales growth but also improve processes, ensuring that client needs are met with precision and care.

Throughout my career, I have held significant roles at Stanlib Asset Management Company, where I served as an Investment Specialist and Business Development Manager. In these positions, I developed strong relationships with management, planners, and Independent Financial Advisers (IFAs), while also training financial advisors on our product offerings. My ability to identify industry trends and gather competitor intelligence has allowed me to counter threats and exploit opportunities effectively, resulting in a superior customer experience.

My educational background, including my ongoing CFA Level 1 candidacy and a Diploma in Financial Planning, complements my practical experience. I am committed to continuous learning and professional development, which enables me to stay ahead in the dynamic financial services industry.

Experience

Work history, roles, and key accomplishments

SC

Investment Specialist

Stanlib Asset Management Company

May 2017 - Jan 2023 (5 years 8 months)

As an Investment Specialist, I developed relationships with SBFC management, planners, and IFAs to grow business flows. I trained financial advisors on our product offerings and managed the distribution of marketing collateral while providing superior customer experience and insights into industry trends.

SC

Investment Consultant

STANLIB Asset Management Company

Jun 2014 - May 2017 (2 years 11 months)

In my role as an Investment Consultant, I engaged with Independent Financial Advisers (IFAs) to explore opportunities and service existing accounts. I provided insights into industry news and investment performance while running targeted campaigns to increase sales.

Education

Degrees, certifications, and relevant coursework

Nomsa hasn't added their education

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