Shahleen Stokes has over 10 years of experience in the employee benefits industry. She is currently working as a Retirement Fund Business Specialist at NMG Benefits in Randburg, Johannesburg where she is responsible for communications, documentation, training, and client management. Previously she has held roles as a New Business Coordinator and Administrator focusing on pension payroll administration at NMG Benefits and Alexander Forbes. Her objective is to continue increasing her skills and applying her training experience to define service excellence.

1. Flat 406 Klein Drakenstein
Honey Hills
Johannesburg
2091
ID Number 8505250046083
071 589 7469
Shah.stokes@gmail.com
Drivers Licence, Code 8
Shahleen Stokes
Experience
Objective To challenge myself to perform as part of a matrix structure and to be consistent in my
delivery and quality of work produced. To move from doing activities to being a strong
performer in the business.
September 2015 to Current NMG Benefits Randburg, JHB
Retirement Fund Business Specialist
The role that I am fulfilling in a proactive and specialised role within NMG. I have varied areas of
responsibility and am functioning as a key point of contact for both internal and external clients. Although
there is no clear common thread running through my responsibilities I have developed the ability to sustain
delivery and am taking the opportunity to widen my area of expertise and experience.
Duties:
Communications
 Drafting of all internal administration letters
 Owner of the Administration monthly newsletter (informal communication)
 All interdepartmental communications
 Industry specific client communications
 Departmental updates for both internal and external clients
 Annual fee increase letters for all clients
 Restructure letters for both internal and external clients as required
Documentation & Templates
 New business tenders to be maintained
 New business presentations to be maintained
 Annually update fee templates and models
 Coating proposals to be maintained
 Benefit summaries to be maintained
Training
 Identify skills or knowledge gaps within the administration division that need to be addressed
 Translate requirements into trainings that will groom employees for development
 Design, prepare and review educational aids and materials
 Partner with internal SME’s regarding instructional design
 Stipulate recruitment assessment requirements and review of assessments before implementation
 Apart of designing administration training curriculum
 Build annual training program based on curriculum
 Build on-boarding curriculum based on recruitment assessments
 Employee development & motivational program design and delivery(FRESH Sessions)

2.  Set up and maintain training plan
 Coordination of training between the systems team and the training team
 Assist in the organization of external trainers
 Ensure the delivery of planned training
 Monitor training registers and submission thereof
 Market available training opportunities to employees
 Induction program design
 Induction facilitation
Client Management
 Ensure that training is given to clients on all new installations/products
 Communicate with the clients regarding new product usage
 Initiate and deliver client welcome meetings
New Business Tender Administration:
 Monitoring online tender notices
 Compiling all tenders
 Completing all tender questionnaires
 Submitting all tender applications according to the stipulated deadlines and requirements
 Communicating with the prospective companies/brokers/consultants during the tender process
 Maintaining the pipelines for new business that has been applied for
 Submitting Exco reports monthly on all initiatives
 Preparing presentations
 Delivery of new business presentations regionally
Additional projects that I am involved in are as follows:
 Team motivation programs
 Internal surveys
 Monitoring of conversions and product delivery in Admin
I have been nominated and participate as an Employment Equity (EE) Forum member with effect from
2015 as the effective year. Being a part of the forum from the inception has involved me in the process of
setting up an EE policy and creating an awareness within the company.
I am succeeding in this position because I have a drive to achieve the best possible results and growth for
NMG means growth for me. I have also participated in both a Service Excellence training program as well
as a Manager Development training program in 2015.
I have highlighted my areas of focus for 2016 to be in the development and training areas. To support this I
have registered for a development and training course and will be attending a coaching course to aid me in
my personal delivery in these areas.
References:
Diana Bent (Head of Administration Operations), (011) 509-3118 or 083-230-6503
Lerato Thupi (Head of Training) (011) 509-3227 or 079-170-5849
Objective To increase my skills and gain knowledge in the employee benefits arena that can be
applied to future opportunities yielding results that define service excellence.

3. April 2014 – August 2015 NMG Benefits Randburg, JHB
New Business Coordinator
I currently work on every tender that involves retirement fund administration, I coordinate submissions
that are for more than one division. I am the first point of contact for all queries and enjoy every
opportunity to learn more about how to best sell and promote NMG. This role is challenging me to
incorporate all my skills to build up trust with prospective clients as well as to take forward the company
image and services in a manner that best suits the client.
Duties:
Sales and Revenue Targets
 New business acquisitions and revenue targets to be set by the business, distributed within each
territory
 Maintain and grow key relationships within the client base serviced by Admin Operations.
 Grow existing customer base revenues through wider product mix where applicable
 To embody the “customer is king” philosophy.
Business Development and Growth
 Cold Calling – Ensure that at least 1 sales appointment is made per month with potential of
prospects to grow the business.
 Ensure that all existing clients are visited at least once during annually
 Ensure consistent up selling and cross selling of existing products to clients where applicable
 Ensure any ad hoc promotional activity is executed as per sales operations briefs
 New Business acquisitions.
Client Retention
 Discuss with merchant their profit margins and monitored sales transactions as well as make
comparisons over the previous months to optimise opportunities for profit (reports sent by Head
office).
 Adhere to existing client call cycle
 Ensure at client retention targets are met by retaining at least 75%. (exclude legacy and Maxim
terminations)
 Provide support to internal and external clients regarding the following
 Operational queries
 Technical queries
 Financial queries
Client Management
 Ensure that training is given to clients on all new installations.
 Communicate with the clients regarding new products available, and on the market.
 Review monthly sales reports and RED Flag anomalies.
Additional Functions:
 General Administration
 Monitoring online tender notices
 Compiling all tenders

4.  Completing all tender questionnaires
 Submitting all tender applications according to the stipulated deadlines and requirements
 Communicating with the prospective companies/brokers/consultants during the tender process
 Creating monitoring pipelines for new business initiatives
 Maintaining the pipelines for new business that has been applied for
 Submitting Exco reports monthly on all initiatives
 Preparing presentations
 Delivery of new business presentations regionally
 Being creative and thinking of new business opportunities
References:
Diana Bent (Head of Administration Operations), (011) 509-3118 or 083-230-6503
May 12 – March 14 NMG Benefits Randburg, JHB
Administrator (Pension Payroll)
I was responsible for the correct and attentive running of my portfolio. There is a short period of time for all
amendments to be captured and implemented on the system. There is a huge focus on attention to detail
and accuracy. The priority is making sure our pensioners are paid timeously and without exception.
Day to day duties:
 All permanent changes on system
 Deaths
 New entrants
 Reinstatements
 Certificates of Existence forms
 Payslips
 Medical aid deductions and reconciling
 3rd party deductions and reconciling
 Balancing of payrolls
 Increases
 Bonuses
 Audits
 Proof of education forms
 Planning
 Peer assessment
 Account linking
 Imports and exports of data
 Valuation reports
 Admin reports
 Yearend reports
I am succeeded because of my willingness to learn and apply my skills. I enjoyed having more
exposure to the system workings and being able to advocate for system enhancements to make our
day to day functions more efficient.
Reference:
Meliza Verster (Portfolio Manager), (011)509-3269

5. Objective To work in an environment where there is growth on a personal level that results in
company growth.
September 08 – April 2012 Alexander Forbes Sandton, JHB
Administrator (Pension Payroll)
Each individual was responsible for their own portfolio to ensure that the pensioners are paid and queries
solved within turnaround times. It is most important that deadlines are adhered to. As we work on a live
system concentration to all detail changes are essential.
Day to day duties:
 All permanent changes on system to applied within the company standards
 Deaths
 New entrants
 Reinstatements
 Stop payments
 Certificates of Existence
 Payslips
 Medical aid
 Balancing of payrolls
 Tax verifications
 Increases
 Audits
 Study certificates
 Planning
I succeeded in this job because I believe in working smart and always doing all that is possible to help my
pensioners. I am a woman of integrity and working with money has never been a temptation to me.
Reference:
Martin Kruger (Supervisor), (011)269-0319
Objective Gain an understanding of consumer needs and apply training and interpersonal skills to
best serve the client.
July 06 – February 08 Estee Lauder, Stuttafords Sandton , JHB
Counter Manager and Beauty Advisor
A very competitive environment where personal, counters and store targets need to be met. As a counter
manager being able to motivate ones team to achieve is key as success is only attainable if every team
member succeeds. Working with two sets of management requires that you are always accountable and
consistent.

6. Day to day duties:
 Interacting with customers on a daily basis.
 Creating, maintaining and updating a customer database that is used to inform customers of new
product launches, promotions and special request availability.
 Planning staffing for the counter ensuring coverage over peak trading times.
 Regulating lunch and tea times of team.
 Ensuring team is knowledgeable of both retailer and supplier policies and implementation thereof
in my absence.
 Calculation of targets: Monthly counter targets
 Individual targets for each team member; daily, weekly and monthly
 Calculation of unit targets for all team members.
 Monitoring of team members that targets are achieved and if not recalculation into remainder of
month.
 Planning and targeting of special events: Finding venues Obtaining costing Inviting customers
and confirming attendance
 Insuring stock levels are adequate in relative products being focused on (if not ordering of stock in
advance).
 Informing team members of event and allocating each member a portion of responsibilities and at
all times monitoring the execution thereof.
 Communicating event target (rand, unit and customer attendance required to meet targets).
 Communicating event success with team, store and supplier.
 Stock management: counting of stock, ordering of stock and anticipating sell-through.
 Reconciling daily, weekly and monthly sales.
 Recording of category sales in weekly sales report.
 Monthly compiling Counter Business Information report (CBI).
 Presenting CBI to retailer and supplier head offices as well as at international visits.
 Insuring counter merchandising is done timeously and in accordance to international visits.
 Being assigned by Stuttafords, as a supervisor and trusted to uphold store policies in the absence of
management such as product exchanges and returns, manual overrides on EFT transactions and
till transfers.
 Processing cash EFT and account transactions.
I succeeded at this job because I was determined and goal orientated. I was the only beauty advisor who got
promoted from a casual to a counter manager in such a short period of time and I was trusted with a
counter in the top 5 nationally. I never lied to make a sale and I built strong relationships with my team,
my management and my clientele. In all the time I worked at Estee Lauder I never once missed my target.
References:
Sharon Whitehead/Priya Pillay (011)783-5212 or
Antoinette Botha (011)515-3000
Education

7. Matric/Grade 12 (passed with exemption) through Sacred Heart College
English
Afrikaans
Mathematics
Physical Science
Biology
Speech and Drama
Tertiary:
Two years of a BSc done through University of the Witwaterstand.
Chemistry
Mathematics and Statistics
Research Design and Analysis
Psychology
NQF5 in Marketing & Sales through UNISA, completed in 2015
06-10-2014 PISM01V INTRODUCTION TO MARKETING 76 Passed with Distinction
07-10-2014 PISM02W SALES PRINCIPLES 80 Passed with Distinction
30-06-2015 PISM04Y PRACTICAL SALES PROJECT 94 Passed with Distinction
30-06-2015 PISMo3X SALES MANAGEMENT 83 Passed with Distinction
Currently:
In the process of completing a short course in Managing Training and Development through UNISA and
will be attending a Coaching course in early 2016.
Computer Literacy:
I have worked with and am experienced in using the Microsoft Office products such as:
Excel
Outlook
Word
Powerpoint
I am a goal orientated person who sets great career, social and personal goals for myself. When placed in a
situation to perform on an individual level I will ensure that business goals are achieved timeously and
consistently. Also being able to work as a part of a team to adapt and participate to optimize business
success.