platomukanganwi

• Sourcing and meeting potential clients. • Establish their financial needs and goals. • Enabling a professional Financial Needs Analysis to be drafted. Dispensing / selling of suitable • Financial insurance products and Investment. • Ongoing servicing of client book

● Conduct investment research and analysis ● Identify investment opportunities to protect and grow portfolios ● Perform detailed fundamental equity analysis, valuation and ratio analysis using stochastic and financial modelling ● Research and analyse companies and the industries in which they operate in ● Prepare investment reports on companies which address all the pertinent issues relating to the company in order to arrive at an appropriate decision ● Conduct detailed financial analysis of financial performance and financial position of the company through evaluation of annual report which include but not limited to the Balance Sheets, Income Statement, Cash Flow Statement, and Statement of Changes in Equity of the company ● Generate your own investment ideas, make recommendations based on analysis and adequate due diligence done by you and motivate why further research should be conducted if necessary ● Project short and long-term values of stocks compared with historical evaluations relative to the market

• Receive data for pensioners and insurance policy holders who require assessments of the correctness of benefits they were entitled by insurance companies or service providers • Check that pensions data consists of contributions paid by the member over the participation period • Check that pension data specifies the benefits due to the member as stipulated in the rules of the pension fund • Apply formulae set in the calculation module to calculate minimum benefit due to the member • Use pension benefit formulae prescribed by the manager to calculate the correct pension benefit due • Compare the minimum benefits calculated to those due in terms of the rules of the pension fund • Compare the a) higher of the minimum benefits due, and those due in terms of the rules on the on one hand, to b) the benefits entitled to the member by the insurance company • Compile a brief report to the manager on whether or not member received full rightful benefits

• Teaching Mathematics • Lesson planning, preparation and research • Checking and assessing students’ work • General administration • Facilitating and assessing learner-ships