Manager Transfer Secretaries   Assists the unit to achieve its goals by ensuring a cost effective and high quality service to clients, effectively developing and nurturing strategic relationships with existing & potential clients 1. Provides service focused knowledge and acts as the experienced point of contact for new and existing clients.
2. Monitors markets and pre-empts risk for  clients  and the company.
3. Researches on business related  products and stays abreast with best practice,  to ensure  the product & services of the company meets the needs of the existing and potential clients.
4. Prepares business proposals for new business opportunities.
5. Prepares the Service Level Agreements and ensures that all timelines are agreed and adhered to, and advises  the Manager Transfer Secretaries of any deviations to these agreements.
6. Ensures a competitive edge  within the market is maintained, through building and retaining client partnerships, as well as looking for better ways of improving of  service levels  at all times.
7. Provides market related and other beneficial information to staff in order to improve their knowledge on the market developments.
8. Identifies business barriers and proactively resolves or find potential solutions to them.
9. Keeps abreast with developments at the stock market and asseses investments opportunities on behalf of clients and places orders with the right stockbrokers ensuring optimal  returns on client investments.
10. Monitors staff and sets standards on client relationship management.
 Business Development Report Review
Balanced Scorecard
Departmental Reports
Report review
Returns
 Checking audit trails of transfer registers, Certified Deed Registers, Dematerializations
Checking  reconciliations on share deals by clients
Checking transfers received from stockbrokers

  Client visit pre-plan
 Conduct Client visits
 Submit business development reports and call reports after client visits 
 Submit reports to Issuers weekly and as when requested
 Check Audit Trails
 Verify and authorize transactions on the system
 Effective handling and management of Share Certificates
 Compliant reporting to the regulatory authorities on stipulated intervals
   Bachelor�s Degree in any business related field
 Chartered Institute of Secretaries qualification (CIS
  Marketing Qualification
 Qualification in Investment Banking
 MBA
 CFA
 3 years  Must have thorough understanding and interpretation of Acts, regulations, statutes
 Must demonstrate understanding of markets, trading instruments and policy interpretation
 Must have a high level of accuracy and attention to detail
 Must have sound risk assessment and administration skills to enable proper pricing of products and services.
 Must have knowledge of products, and detailed understanding of competition 
 Must be proactive in all aspects 
 Must have strong relationship and good interpersonal skills 
 Must be well organised  and have excellent time management skills 
  Decides on client visits � when and how frequently to visit particular clients after assessing their needs. 
 Decides on which client to pursue when a business opportunity arises 
 Decides on which stockbroker to work with when placing orders on behalf of the share deals clients 
 Decides on which queries to handle depending on priorities and urgency 
 Decides on the client relationship management approach - what sort of meetings to have with clients, be it office visits or business luncheons or breakfast meetings to suite the purpose of the meeting.
  Decides what promotional material should be purchased for the company/ department  
 Decides on whether transactions are genuine or not before authorising for  processng
  Ensuring compliance to company policies and procedures 
 Handling Client queries
 Representing / standing in for the Manager Transfer Secretaries as and when required
 Ensuring reconciliations and that system is balancing at all times


Job evaluation subgrade: C