Ranel Damons

• Enhanced client satisfaction by providing timely and accurate information on products and services.
• Developed customized solutions for clients, addressing their unique requirements and preferences.
• Delivered exceptional customer service by actively listening to concerns and promptly addressing them.
• Managed a portfolio of high-value clients, ensuring their needs were met and fostering long-term relationships.
• Collaborated with cross-functional teams to resolve complex client issues quickly and efficiently.
• Participated in regular training sessions to stay current on product offerings and industry trends, ensuring accurate representation when communicating with clients.
• Exceeded monthly sales targets consistently through diligent follow-up with leads and persuasive negotiation techniques.
• Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
• Collaborated with other departments to develop ways to increase customer satisfaction.
• Utilized active listening skills to identify customer needs and provide appropriate solutions.
• Investigated and resolved customer inquiries and complaints quickly.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Identified and resolved discrepancies and errors in customer accounts.

COLLATERAL TRADING AND PROCESSING
• Ensure system date and prices are updated as well as loan and collateral valuation completed before commencing with exposure confirmations
• Liaise regularly with other sections to ensure that sections work is integrated smoothly with the rest of the department.
• Confirm with the settlement team the validity of the pending transactions for
the day.
• Monitor the placement of non-cash collateral in order to effectively manage collateral recalls.
• Assist with all settlements and other related queries
• Report clients nearing or exceeding their credit limits to the Front Office as well as risk and compliance.
• Ensure correct credit limits are loaded on systems
• Ensure correct “haircuts” per client are set up and applied correctly
• Ensure the credit report is printed beginning of each day and used as guide to ensure all client exposures are accounted for.
• Ensure the cash movements are scrutinized and released by a senior user.
• Ensure all money market (MM) instruments are lodged into the vault unless placed with external lenders.
• Generate an intraday credit report once all cash and non-cash settlements have been updated on V4 for any exceptions, exposures or new accounts not taken into account.
• Perform reconciliation between cash accounts on the system and Domestic Treasury.
• Perform a recon between NCS and V4 to ensure the non-cash collateral balances daily.
• Escalate any system issues to IT, TCS system support and management on awareness.
• Generate an end of day credit report and distribute to management and credit division on a daily basis.
• Follow up and ensure that collateral not received overnight is cleared the following business day

• • Settling all loans/borrows/returns in all systems
• • Ensure trades are matched between client notification and counterparty notification
• • Sending settlement instructions to Custodian for all trades via SWIFT or Manual
• • Liaising with custodian agents, identifying potential errors that could affect settlement
• • Managing all failed trades, and reversing them from both systems.
• • Opening of new accounts
• • Loading of new security/ISIN/Sedol
• • Reporting of all open loan positions with counterparts.
• • Notify clients of all expiry trades, keep track and ensure expiry trades are returned on a T5 cycle
• • All Corporate actions and dividend entitlements are correctly identified, notified to the client base and settled accordingly.
• • Prepare dividend payments instructions for processing.
• • Reconciliation – Stock/Cash/General ledger and inter system reconciliations
• • Opening new loans/borrows in BDA.
• • Month end process/ Fees and Interest
• • Reporting month end figures to counterparts
• • Balancing any breaks in fees and interest
• • Process payments and receipts for fees and interest.
• • Testing inter system – BDA, Global one
• • Testing NEOX (Database) - implementing reports, to support Global One and BDA to provide efficient and effective processes.
• • Custodian moving over to new platform and upgrades
• • Guiding auditors through processes and providing necessary documentation

INHOUSE SYSTEM ROLLOUT
• Working hand in hand with local IT and Global One Vendors
• Booking of test trades, to ensure bookings feeds to the required systems
• Ensure data migration process is completed.
• Reconciliation process to ensure Global one is aligned with inter-systems
• Liaising with vendors to develop new requirements if any.
• Automation of particular processes – Eg: Automation of confirmations
• Training all staff members.
• Ensuring Chinese walls are adhered to on system, providing the correct access to different departments.
• Staff compliment of 12, both Fixed Income Operations Team, Scrip borrowing and lending team

• Oversee, manage, guide and support direct and indirect reports in the execution of daily activities.
• Make personnel decisions regarding hiring, compensation, promotions, discipline and termination of operational support staff in accordance with company policies.
• Development and upskill of staff members to ensure effective fulfilment of their roles
• Management of employee deliverables against individual performance and company KPI’s
• Set goals/objectives for team
• Identify SLAs per client and strive to meet the same through team’s development in a timely manner.
• Prepares schedules, and other organizational views/reports as needed
• Manage daily company or departmental operations namely: Project Management, Support functions.
• Monitor and manage operational costs by developing sustainable budgetary and operational plans to increase efficiency and reduce costs.
• Improve existing systems, policies and processes
• Promote and enforce safety, productivity and effectiveness in the workplace
• Manage stock and inventory and ensures there are records for traceability and auditability.
• Work closely with other departments to promote efficient optimization within the company
• Identify improvement areas and plan and implement systems to boost company effectiveness
• Manage internal and external service suppliers.